VP of Investor Relations

Job Description Summary

The VP of Investor Relations is responsible for investor origination and client coverage, across Raymond James Investments' ("RJREI") tax credit investment platform. Working in close partnership with the head of RJREI’s Investor Relations, this person will develop and manage institutional investor relationships, build out investor materials to include prospective transactions, educational materials, and industry updates, and work closely with the broader RJREI team to ensure investor objectives are met as transactions are originated, negotiated, and ultimately closed.

Job Description

Duties and Responsibilities

• Originate and develop relationships with institutional investors, capital providers, and other prospective clients to expand RJREI's investor base and support deployment of tax credit investment opportunities.

• Provide ongoing client coverage for existing and prospective investors, developing a detailed understanding of investment objectives, return requirements, risk tolerances, structural preferences, approval processes, and portfolio needs.

• Identify investor demand and translate client requirements into actionable investment strategies, transaction structures, and economic proposals in coordination with Origination, Transaction, Product Development, and Underwriting Leaders.

• Lead investor-facing structuring efforts, including evaluation of economics, tax credit transfer and partnership structures, risk allocation, pricing, funding mechanics, and other material commercial terms.

• Drive execution of investor transactions from initial client engagement and structuring through diligence, documentation, approvals, closing, and funding, ensuring key milestones and client expectations are effectively managed.

• Prepare and deliver investor presentations, transaction proposals, portfolio updates, and other client materials tailored to specific investor objectives and approval requirements.

• Coordinate investor diligence and information requests, partnering with internal teams, sponsors, legal counsel, tax advisors, accountants, and other stakeholders to provide timely and accurate responses.

• Be involved in the negotiation of material investor-facing commercial terms and support negotiation of transaction documentation, escalating significant structuring, risk, or execution matters as appropriate.

• Partner with the Transaction Team to align buy-side and sell-side structures and ensure investor requirements are incorporated into execution and closing strategy.

• Support Investment Committee materials and discussions by clearly communicating investor demand, proposed structures, economics, material risks, and execution considerations.

• Maintain active knowledge of tax credit markets, investor appetite, pricing, competitive activity, regulatory developments, and evolving client requirements to inform origination and structuring strategy.

• Develop and maintain a disciplined investor pipeline, including prospective client outreach, active opportunities, anticipated capital needs, and relationship-development priorities.

• Represent RJREI in investor meetings, industry conferences, and other external forums and support broader strategic initiatives designed to grow and diversify the platform's investor base.

Knowledge & General Skills

• Strong knowledge of , energy infrastructure, project finance, tax credit investments, and related partnership and transfer transaction structures.

• Demonstrated ability to originate, develop, and maintain relationships with sophisticated institutional investors and capital providers.

• Strong understanding of transaction structuring, investment economics, tax and accounting considerations, risk allocation, pricing, and transaction documentation.

• Ability to translate client objectives and investment criteria into executable transaction structures and commercial proposals.

• Strong commercial judgment, negotiation skills, and ability to independently evaluate complex situations and make sound recommendations on significant matters.

• Excellent written and verbal communication skills, including the ability to create and deliver effective presentations to investors, senior management, and Investment Committees.

• Ability to manage multiple client relationships and transaction workstreams simultaneously while maintaining responsiveness, attention to detail, and execution discipline.

• Demonstrated commitment to exceptional client service, integrity, accountability, collaboration, and executional excellence.

• undefined

Experience / Qualifications / Education

• 3+ years of relevant experience in , energy infrastructure, project finance, structured finance, investment banking, tax credit investing, institutional investor coverage, or a comparable transaction-oriented role.

• Demonstrated experience originating or covering institutional investors and executing complex investment or financing transactions with sophisticated counterparties.

• Experience with tax credit partnership and/or transfer transactions, financial modeling, transaction structuring, and commercial negotiations.

• Bachelor's degree in Finance, Accounting, Economics, Business, Engineering, Mathematics, or a related discipline; advanced degree or relevant professional designation a plus.

• Buy-side, sell-side, sponsor, investment banking, project finance, or capital markets experience; exposure across multiple structures, technologies, and asset classes is a plus. 

Personal Qualities

• Relationship-oriented professional with strong client instincts and the ability to build credibility with sophisticated investors and internal stakeholders.
• Commercially minded and solutions-oriented, with sound judgment and the ability to balance client objectives, transaction execution, and risk considerations.
• Highly organized, responsive, and accountable, with strong attention to detail and the ability to prioritize multiple concurrent opportunities.
• Collaborative team player with intellectual curiosity, adaptability, exceptional integrity, and a client-first mentality.

Education

Bachelor’s (Required)

Work Experience

General Experience - More than 15 years, Manager Experience - More than 15 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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.