OVERVIEW

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. We work on a hybrid schedule, ideally three (3) days per week in one of these offices.

The Investor Development Associate will play a key role in helping to manage an existing pipeline of current investors, as well as building and managing a portfolio of new investors to help secure our annual capital raise target of ~$200 million.

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 the Senior Manager of Investor Development with investor development and through every stage of the sales process
• Support new market research and development opportunities, with a focus on debt and tax equity for high-net-worth individuals, family offices, banks and corporations
• Help develop and strengthen relationships with key partners and investor prospects
• 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
• Coordinate cross-functionally with the team

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 with company contribution of 4%
• Opportunities for professional development
• Monthly reimbursement for wellness
• A commitment to work-life balance
• 15 paid holidays
• Generous PTO, including quarterly volunteer opportunities
• Employee discount and benefits program for a wide range of services, including shopping, travel, health, and technology
• Snacks/fruit/coffee/tea
• Team lunches/company social events

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.

If you proceed with our hiring process, please note we may ask for professional and personal references.