Responsibilities
- Lead or support transaction execution and due diligence for investments in distributed generation, solar, storage, energy efficiency, and related portfolios.
- Analyze project agreements and diligence materials with high precision to validate assumptions and identify risks.
- Lead or support transaction structuring, including developing term sheets and reviewing or negotiating transaction documents.
- Build, own, and manage financial models, including project operating pro formas and portfolio models, to analyze investment opportunities, structure transactions, and evaluate risks.
- Serve as a primary execution resource on transactions, coordinating workstreams from initial qualification and internal underwriting through diligence, documentation, and closing.
- Prepare and review internal transaction materials summarizing strategic rationale, economic terms, governance considerations, material risks, and mitigants.
- Coordinate with internal stakeholders across legal, risk, portfolio management, accounting, and operations to support efficient execution.
- Help ensure transaction processes are well managed, issues are surfaced early, and internal stakeholders are kept informed.
- Support pipeline development and client acquisition efforts focused on building repeat and programmatic relationships.
- Participate in client meetings, conferences, industry events, and trade associations as part of market presence and origination efforts.
- Contribute to market assessments, opportunity screening, and strategic analyses related to sector growth and new investment themes.
- Assist in evaluating market size, competitive dynamics, customer demand, pricing expectations, and relevant regulatory or policy developments.
- Work closely with senior team members to help advance new opportunities from initial engagement through screening and execution.
- Work closely with Portfolio Management and Risk Management teams to provide investment support for existing portfolio assets.
- Assist with strategic analyses, follow-on opportunities, amendments, waivers, or other portfolio-related matters as needed.
- Support financing processes for investment-level project finance transactions, including financial model ownership, due diligence support, and coordination of documentation-related workstreams.
- Liaise on corporate due diligence requirements related to underlying project and portfolio investments.
- Mentor and help develop junior team members, including Analysts and Associates, through day-to-day coaching and review of work product.
- Act as a go-to execution resource and collaborative team member within the deal process.
- Support training of newer team members and contribute to a strong, team-oriented culture.
Nice to Have
- CFA and/or MBA preferred.
- Experience in distributed generation, storage, energy efficiency, or related sustainable infrastructure sectors preferred.
Other
HASI is willing to take over sponsorship for existing H1-B visas for exceptional talent. We are unable to provide new H-1B sponsorship at this time.
HASI is willing to take over sponsorship for existing H1-B visas for exceptional talent. We are unable to provide new H-1B sponsorship at this time.
