Investor Development/Investor Management Associate

Sunwealth is a clean energy investment firm on a mission to change who benefits from renewable energy by changing the way we invest in it. We envision a future where renewable energy is accessible, affordable and inclusive. We invest in that future by financing and managing renewable energy projects that benefit diverse communities through clean power, carbon reduction, cost savings and job creation. Sunwealth offices are located in Cambridge’s Porter Square and New York City’s Financial District.  This role can be based out of either location.

The Investor Development/Investor Management (ID/IM) Associate will play a key role in driving Sunwealth’s capitalization strategy, working closely with our Director of Capital Markets to identify and close the right investment partners to fuel our growing project pipeline, with a particular focus on tax equity investment. The ID/IM Associate will also provide customer support to existing investors.

If you thrive in a collaborative, entrepreneurial and results-driven environment and are looking to join a team motivated to create economic and environmental impact across all communities, we want to hear from you.

Key Responsibilities

• Support new market research and development opportunities when applicable, with a focus on tax equity and debt capital raising for high-net-worth individuals, family offices, banks and corporations.
• Support the ID sales team through every stage of the sales process, when needed.
• Coordinate and track investor pipeline from acquisition phase through closing.
• Perform financial analysis, due diligence, and development tasks.
• Support all aspects of the investor development operation.
• Perform all existing customer support including but not limited to:
  • Investor questions
  • Financial reporting
  • Financial analyses & tracking investment
  • Maintaining internal processes and communication between the Investor Development and Investment Management teams
  • Supporting development of investor presentations

DESIRED TRAITS/QUALIFICATIONS

• 0-2 years’ experience in investor/client development. Experience with tax credits and/or renewable energy industry preferred but not required.
• Well-developed relationship management skills, strong communication and presentation skills.
• Ability to work independently and within a team environment to help grow and manage a sophisticated and diverse pipeline of capital providers and centers of influence.
• Proficient with Salesforce and all MS Office programs, particularly Excel and PowerPoint.
• Quick learner with strong quantitative and qualitative problem-solving skills.
• Ability to work well with others under deadline situations and respond to changes in priorities.
• Team player who recognizes learning opportunities and is willing to understand the legal, regulatory and financial perspectives of debt and tax equity investing.

TEAM CULTURE/BENEFITS

• Smart, effective and highly motivated team committed to creating generational change in renewable energy
• Casual, collaborative and results-driven work environment
• Beautiful, bright and centrally located office, accessible by public transit
• Competitive compensation package, including equity ownership
• Health insurance, including medical and dental
• 401K plan and company match
• Opportunities for professional development
• Monthly reimbursement for wellness
• Paid holidays
• Snacks/fruit/coffee
• Team lunches/company social events

COVID-19 CONSIDERATIONS

Sunwealth recognizes the ever-changing reality of the COVID-19 pandemic and prioritizes the health and safety of its employees. At a minimum Sunwealth adopts the strictest of the CDC, state, or local guidelines, and we revise internal policies regularly as guidelines change. We anticipate maintaining a hybrid model post-pandemic, allowing for remote work while ensuring regular opportunities for engagement with teammates in the office. We require anyone working from or visiting the office to be fully vaccinated.

EQUAL OPPORTUNITY

Sunwealth is strongly committed to equality of opportunity and provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability or genetics. We endeavor to build a workplace environment that is welcoming and inclusive for everyone. Women, minorities, individuals with disabilities and veterans are encouraged to apply.

We strongly encourage applications from female and minority candidates.

Due to the volume of resumes, it may not be feasible for us to follow up with every candidate. If you do proceed with our hiring process, please note we will ask for professional and personal references.