Analyst, Tax Equity
Core
Researches, analyzes, and prepares support documents and client presentation materials for the CIB Structured Finance team.
Role type
Analyst, Tax Equity (Structured Finance)
Builds
Offering memoranda, engagement letters, complex financial models, and client presentation materials
Domain
Financial Services / Structured Finance / Tax Equity
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial analysis, operational analysis, competitive analysis, industry analysis, transaction due diligence, compliance with policy/legal/federal regulations, market data research, complex financial modeling, Microsoft Excel
Preferred skills
Financial Services industry experience, process orientation, project management
Technologies
Microsoft Excel, Microsoft Word
Responsibilities
Write offering memoranda and engagement letters; Analyze companies from financial, operational, competitive, and industry standpoints; Build complex financial models; Perform transaction due diligence; Ensure compliance with regulations; Research and analyze industries and market data