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

At BDO, how we show up matters. We build strong relationships by supporting one

another, our clients, and our communities with care, curiosity, and a commitment

to helping one another grow and succeed. Here, you’ll find meaningful work,

leaders invested in your success, and opportunities to build a career around

what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and

achieve what matters most. Our values guide how we bring that purpose to life

each day. Together, they shape how we work with one another, serve our clients,

and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S.

and around the world. No matter your role, you’ll be part of a team helping

clients navigate complexity and move forward with clarity.

As technology continues to shape how we work, BDO values the ability to apply

generative and agentic AI solutions to develop work products, improve workflows

and identify potential risks. Across our firm, we emphasize professional

judgment in validating AI-generated outputs for accuracy, quality, and

compliance.

We are proud to be an ESOP company, offering participants a stake in the firm’s

success through beneficial ownership and a unique opportunity to enhance their

financial well-being. As a qualified retirement plan, the ESOP is a meaningful

addition to our comprehensive compensation and Total Rewards benefits*

offerings. It also reinforces an ownership mindset that strengthens our

connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional

benefits. Click here to find out more

[https://insights.bdo.com/rs/116-EDP-270/images/BDO-Benefits-Brochure.pdf]!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more

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