Clean Energy Finance (CEF) – Analyst

About CEF

Citi’s Clean Energy Finance (CEF) team supports its tax equity and tax credit transfer mandates by originating and structuring financings across renewable energy and sustainable technologies, including Wind, Solar (Utility Scale PV, Distributed PV, Residential Rooftop PV, CSP and Thermal), Energy Efficiency, and Other Emerging Technologies.

Job Description – Analyst

The primary responsibility of this role is to support and facilitate the execution of tax equity investments and tax credit transfer transactions, ensuring regulatory compliance and maximizing client benefit. The role will involve working on new tax equity and tax credit transfer deals, conducting due diligence, coordinating with internal and external counterparties, and driving transaction execution.

The ideal candidate has knowledge and experience working with renewable energy developers and understands federal tax incentives for renewables development such as PTCs and ITCs. They should possess strong analytical and valuation skills, a thorough understanding of tax equity and tax credit rules and regulations, and excellent communication skills. This position requires great attention to detail and the ability to work independently and cohesively within a team, with opportunities for client interaction and on-the-job learning.

Responsibilities

• Conduct detailed financial modeling to evaluate the cash flow profiles of tax equity investments, including tax benefits, projected returns, and risk assessments.
• Create and manage databases to collect, organize, and maintain data related to tax equity and tax credit transfer transactions to prepare reports and presentations for internal management to optimize strategy.
• Prepare pitch decks, marketing materials, and financial memoranda for internal and external stakeholders to win client mandates and attract investors to relevant opportunities.
• Collaborate with team members to structure and negotiate tax equity and tax credit transactions, ensuring alignment with client objectives and regulatory requirements.
• Work with the portfolio management team to monitor project performance, tax credit generation, and portfolio returns. Explore opportunities to repower and optimize existing tax equity portfolios.
• Monitor industry trends, regulatory changes, and market conditions affecting tax equity and tax credits.
• Partner with CEF transaction execution teams, financial controllers, tax, Citi Risk Management, and legal to ensure compliance with internal policy requirements during execution and post-funding.

Qualifications

• 1–3 years of relevant experience
• Bachelor’s degree in Finance or a closely related area preferred
• Experience in evaluating financing transactions and structures is a plus
• Experience creating financial analyses is preferred
• Demonstrates problem-solving and organizational skills
• Consistently demonstrates clear and concise written and verbal communication skills
• Experience assisting with client development
• Ability to work with teams and track business development (collect research, analyze industry trends)
• Series 7, 63, and 79 preferred or will be required to be obtained

This job description provides a high-level view of the role.

Job Family Group

Institutional Banking

Job Family

Investment Banking

Time Type

Full time

Primary Location

New York, New York, United States

Primary Location Full Time Salary Range

$110,000.00 - $125,000.00

In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

May 15, 2026

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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