Who We Are
We believe that capital has the ability to transform communities for the better. As an impact investor, Advantage’s mission is to bring businesses, resources and jobs to communities that have historically lacked access to investment capital, while also generating competitive returns for our investors, proving that conscious capitalism is possible. Since 1992, Advantage Capital has invested more than $3.8 billion in over 900 companies and projects, spanning a diverse array of industry sectors. We’ve built a sterling track record of public-private partnerships with state and federal governments and private institutional investors, directly creating tens of thousands of jobs, thousands of units of housing, and millions of kwh of clean, renewable energy in underserved communities and industries.
Let us invest in a better future together.
Our Culture
Our people love what we do. We fundamentally believe that capital can change lives and we go to great lengths to give our firm the opportunity to reach the hardest hit communities in the U.S. with much needed investment. For anyone considering joining our entrepreneurial high-performing firm, know that we value: a growth mindset (never fixed), a fast but enduring work pace (rarely slow), the ability to work autonomously (no micromanaging), getting things done (talk is cheap), an all-hands-on-deck culture (a true team), a love of hard-to-solve problems (that others won’t attempt), and the character to do the right thing (always).
Role Overview
As a member of the Energy Finance team, an Associate’s primary role is to participate as an integral part of deal teams in the sourcing, underwriting and execution of tax equity investments. These investments support the firm mandates of generating returns while creating impact and supporting the stabilization and expansion of the grid throughout the United States. With the other members of the applicable deal team, the Associate performs due diligence, prepares & reviews financial models and investment presentations, negotiates terms, and assists with execution and documentation during closing. Equally importantly, Associates help to monitor and support our existing portfolio of investments. Other duties include:
- Evaluate potential equity investments in various energy asset classes & supply chains, which provide a measurable impact alongside financial return.
- Meet with management and conduct on-site due diligence as part of the investment process. This entails travel across the United States occasionally.
- Work on deal teams during the due diligence process, underwriting, and closing of various types of transactions including partnership flips, lease pass-throughs, hybrid transfer flips, transferable credits, and other tax advantaged financial instruments.
- Prepare financial models and helping craft and pitch investment presentations for internal committee approval
- Conduct portfolio-company monitoring and value-added activities (i.e. quarterly reviews, funding support)
- Represent Advantage Capital on in front of institutional investors and counterparties.
- Learn the program structures relevant to energy tax credits and other state and federal economic development programs.
- Work with legislative and compliance team to capture investment impact and job data.
Qualifications
- MBA or equivalent degree
- Minimum of 35+ years of prior relevant and direct work experience in underwriting tax equity investments.
- Proficiency in Microsoft Office (Excel, Outlook, PowerPoint, Word)
- Demonstrated ability to analyze complex business models, review legal documents, and develop strategic solutions.
- Highly developed project management skills to keep complex workstream on track while managing legal fee budgets.
- Solution oriented thinking
- Excellent written and verbal communication skills.
- Strong organizational and project management abilities.
Preferred Skills
- Analytical and critical thinking skills: Ability to analyze data, identify risks & mitigants, and draw meaningful insights to support decision-making.
- Financial acumen: Understanding of financial statements, budgeting, forecasting, and financial modeling.
- Market research and competitive analysis: Familiarity with industry analysis, and competitive intelligence to identify opportunities and inform strategic decisions.
- Strategic planning: Experience in developing and executing strategic plans to achieve business objectives.
- Problem-solving skills: Ability to identify and address business challenges creatively and effectively.
- Teamwork and collaboration: Strong interpersonal skills to work effectively in cross-functional teams and collaborate with colleagues at various levels of the organization.
- Leadership potential: Demonstrated leadership skills or the ability to take initiative and drive projects forward.
- Strong presentation skills: Ability to deliver clear and compelling presentations to both internal and external stakeholders.
- Adaptability and flexibility: Willingness to adapt to changing priorities, work on multiple projects simultaneously, and thrive in a fast-paced environment.
Perks at Advantage Capital
- Competitive medical, dental and vision insurance
- Firm-wide retreats
- Service awards
- Company swag
- Holiday parties
- Gym membership
- Employee assistance program
- 401(k) with company match
- Employee stock program
- Training & development opportunities
- Paid personal & vacation time
- Paid parental leave
- Community service opportunities
- Paid parking
- Life insurance, disability, and long-term care
- HRA and HSA with annual company deposit
