Senior Analyst, Tax Equity, BDO Capital Advisors

Job Summary:

The Senior Analyst, BDO Capital Advisors supports tax equity, tax credit transfer, and similar project finance transactions across renewable energy, infrastructure, housing, community development, and historic preservation. This role performs analytical and coordination tasks that support diligence, modeling support, and creation of client deliverables. The Senior Analyst gathers, organizes, and validates data; prepares schedules and summaries; and tracks diligence requests and open items to support timely execution. This position collaborates with engagement leadership and external advisors to help move transactions from diligence through closing. The Senior Analyst also supports business development efforts through market research, pipeline reporting support, and preparation of proposals.

Job Duties:

- Supports the execution and the origination of tax credit transfer, tax equity, and similar project finance advisory engagements
- Compiles, organizes, and validates client and third-party data for diligence and transaction analysis
- Analyzes client financial and operating information and prepare excel-based schedules and analyses
- Supports review of data room materials and summarize key terms, findings, and open questions for engagement leadership
- Maintains diligence request lists, trackers, timelines, and status logs to support on-time deliverables
- Drafts initial content for client deliverables, including data summaries, slide exhibits, and report appendices
- Supports basic review of transaction documents by extracting key terms and maintaining comment logs under supervision
- Coordinates meeting logistics, agendas, and notes for diligence calls and internal status meetings
- Performs market and industry research related to tax credits, tax equity, and project finance activity
- Supports proposal development and business development processes by preparing research summaries and updating pipeline inputs
- Performs quality control checks on analyses and deliverables to confirm accuracy, completeness, and formatting consistency
- Escalates data issues, inconsistencies, and timeline risks to engagement leadership promptly
- Participates in networking and industry events to support relationship development and market visibility, as needed
- Other duties as required

Supervisory Responsibilities:

- N/A

Qualifications, Knowledge, Skills, and Abilities:

Education:

- Bachelor's Degree in Accounting, Finance, or Economics, required
- Master of Business Administration, preferred

Experience:

- One (1) or more years of experience in tax equity, tax credit transfer, project finance, or a similar capital advisory role, preferred

License/Certifications:

- FINRA Series 7/79 and 63 licenses, or in active pursuance of licensure (if not currently held, will be required shortly after hire), required

Software:

- Proficient in the use of Microsoft Office Suite, required

Languages:

- N/A

Other Knowledge, Skills & Abilities:

- Excellent verbal and written communication skills with a polished/professional demeanor
- Strong analytical and research skills
- Strong organizational skills with exceptional attention to detail
- Comfort with ambiguity and fluid client situations
- Self-motivated with proactive follow-up skills; ability to work both independently and cohesively with colleagues and clients
- Ability to work in a deadline-driven environment and manage multiple projects simultaneously
- Ability to successfully interact with professionals at all levels
- Ability to travel, as necessary