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About the Role
The Director / VP will lead capital markets activities, focusing on originating, structuring, and executing tax equity and other tax-efficient financing vehicles. This role involves managing key investor and banking relationships, overseeing financial modeling, and negotiating asset-related capital transactions. The position is a key member of the LightReach leadership team, contributing to the development of in-house capital markets expertise.
Responsibilities
- Lead the origination, structuring, negotiation, and execution of tax equity, transactions, and other tax-efficient financing vehicles with external stakeholders.
- Develop and nurture relationships with tax equity investors and identify new sources of tax equity capital.
- Oversee the development and execution of Excel financial models to support tax equity transactions and other capital funding activities.
- Execute tax equity and financing transactions from initial investor engagement through negotiations, document review, due diligence, and closing.
- Oversee reporting associated with Palmetto Finance to key financial stakeholders.
- Collaborate with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency.
- Develop and nurture strong relationships with key banks and external partners.
- Contribute to broader capital markets activities based on experience and business needs.
- Develop junior capital markets team members.
Requirements
- Bachelor’s degree in Finance, Economics, or related field; master’s or MBA a plus.
- 6+ years of experience in banking or capital markets.
- Renewable energy and tax equity experience strongly preferred.
- Strong business acumen and analytical skills with deep understanding of the macroeconomic landscape.
- Deep experience in financial modeling and negotiating and structuring complex deals.
- Demonstrated experience originating, structuring, and executing tax equity transactions.
- Strong relationships with tax equity investors and a demonstrated ability to originate new sources of capital.
- Proven track record of working on complex financial transactions, collaborating closely with internal teams (Finance/Accounting, Legal etc).
- Experience with debt structuring and/or tax credit origination and placement is preferred, but not required.
- Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly.
- Collaborates seamlessly with internal teams in Finance & Accounting, Technology etc.
- Strong interpersonal and communication skills; experience presenting and influencing decision making at the senior leadership level.
- Employment is contingent upon the successful completion of a background check.
Skills
- Tax equity
- Financial modeling
- Negotiation
- Structuring complex deals
- Capital raising
- Debt structuring
- Tax credit origination and placement
- Interpersonal skills
- Communication skills
- Presenting
- Influencing decision making
Location
- New York City
Work Type
- Full-time
Experience Level
- 6+ years of experience
- Director/VP level
Education Level
- Bachelor's degree in Finance, Economics, or related field
- Master's or MBA a plus
Benefits
- Unlimited PTO
- Medical coverage
- Dental coverage
- Vision coverage
- Paid parental leave
- Retirement plans
About the Company
- Palmetto is a leading clean tech company accelerating the transition to a clean energy future.
- Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions.
- We operate at the intersection of B2B and D2C, offering software, financial products, and services that drive real environmental impact.
- We deliver end-to-end solutions for whole home electrification.
- We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work.
- Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance.
Equal Opportunity
- Palmetto embraces diversity and is an Equal Employment Opportunity employer.
- Employment is decided on the basis of qualifications, merit, and business need.
- We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law.
- To ensure a fair evaluation, we may use AI to assist in sorting applications, but all final decisions are made by our hiring team and no candidate dispositions are automated.
- We will keep your information on file for four years from the date of your application.