VP, Transactions

Investment Manager

Lead the investment function in a financial sector company, developing a portfolio of products and services, contributing to risk appetite determination, and coordinating and executing the investment management function.

What You'll Do (the role) :

• Manage investor presentations, benefit schedules and other relevant investor communication through funding
• Prepare detailed investment memos and presentations for transactions
• Lead negotiations with sponsor, sponsor legal counsel and investor legal counsel on commercial and tax deal points during the term sheet, financial closing and funding phases
• Tracking and coordinating third party deliverables and diligence items during the course of the transaction
• Maintaining accurate records during the negotiation and diligence phases to ensure deal teams are meeting their obligations and third parties are delivering timely
• Responsible for coordination with asset management team during the closing / funding process in anticipation of an efficient transition to post-closing, asset management process
• Assist asset management team with third parties on delivery of periodic reports, financials, tax returns to ensure capital provider obligations are satisfied
• Support initiatives to help the business in achieving its strategic objectives
• Travel for business and attend conferences as necessary
• Assist in the initial underwriting, modelling and due diligence of tax credit investments
• Support the sourcing of tax credit investment opportunities directly with sponsors and indirectly through brokers, investment banks and consultants

Who We're Looking For :

Minimum Requirements

Experience / Qualifications / Education

Why You'll Make a Great Member of the Team :

Personal Qualities

Education

Bachelor's : Accounting (Required), Bachelor's : Business Administration (Required), Bachelor's : Finance (Required)

Work Experience

Manager Experience - More than 15 years

Certifications

Travel

Less than 25%

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to : Grow professionally and inspire others to do the same; Work with and through others to achieve desired outcomes; Make prompt, pragmatic choices and act with the client in mind; Take ownership and hold themselves and others accountable for delivering results that matter; Contribute to the continuous evolution of the firm.

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.