Here are sample job advertisements for these types of roles…
As a member of the Project Finance team, the Director will report to the SVP, Project Finance. He or she will demonstrate an entrepreneurial passion for identifying renewable energy development opportunities within the commercial sector and lead in the execution of Company projects. He or she will be expected to gather information from multiple sources and analyze the financial and technical feasibilities of solar projects for various properties and client types. The successful candidate will drive the coordination between business development, finance and operations professionals to maintain cost estimates, federal and state incentive information and other critical assumptions. The ability to work independently and as the finance lead on the deal team are critical, as well as the desire and innovative mind set to operate as an important contributor within a fast-pace, early stage company environment.
- Act as the Finance lead overseeing the financial analyses and customer presentation process
- Interface with the Operations team on all structural and technical aspects of solar projects
- Interface with Finance professionals to develop and structure customer-specific financing solutions
- Research federal and state photovoltaic (PV) incentive programs for incorporation into analyses and identification of new business opportunities
- Manage relationships with customers, present detailed analyses and provide ongoing client support
Near Term Goals and Objectives – Measures of Success
- Quickly come up to speed on industry and company value proposition
- Identify and pursue key business opportunities
- Develop, build and maintain financial models for internal analyses and client presentations
- Foster cohesive teamwork that delivers best-in-class service to clients and has a positive impact on the work environment
Qualifications:
Must be passionate about the renewable energy business, hardworking and thrive in the fast pace of a rapidly growing, early stage company with tremendous growth potential. In addition, the Director, Project Finance must possess:
- 5-10 years project finance, investment banking, M&A, or private equity investment experience
- Minimum 3 years of Commercial & Industrial solar experience (development or investment)
- Leadership experience mentoring Analyst & Associate team members
- Proven ability to quickly and accurately run complex financial models using thoughtful assumptions
- Creativity to transform raw data into presentations with an eye on design and accuracy, while conveying the intended value proposition
- Track-record of working on teams to support solar, energy, or infrastructure projects
- Outstanding organizational and people skills
- Understanding of engineering and renewable energy systems
- Understanding of project and structured finance
Personal Characteristics:
- Passionate about solar and renewable energy industry
- Collaborative and engaging leader who partners well with others
- Highly energetic and results-driven, with a strong work ethic and commitment to excellence
- Executive presence, outgoing with strong communication and presentation skills
- Analytical problem solver who views obstacles as challenges
- Self-motivated, self-starter who can work independently when necessary
Education
- Bachelor’s degree from top-tier school
- MBA/MS in Finance (or equivalent) desired
Working as a member of the Infrastructure Investments team, the Analyst will be involved in all aspects of investments within the infrastructure vertical, including due diligence, transaction execution and investment
monitoring.
RESPONSIBILITIES
The individual will be involved in the following critical activities:
Analyze and conduct due diligence on infrastructure investment opportunities involving Primary funds,
Secondary opportunities and Co-Investments.
Create and update financial models to produce sensitivities and interpret cash flow projections to determine risk and acceptable debt sizing / valuation range.
Develop specific knowledge in the infrastructure and energy sector and be aware of trends and business opportunities and risks. Undertake research analysis into industry sectors as required including conventional power, renewables, utilities, telecommunications, transportation, and social infrastructure.
Prepare investment memorandums and present recommendations along with due diligence findings to internal committees and clients.
Partner with legal counsel to review fund and deal terms, negotiate and execute investment transactions.
Client relationship management support including ongoing portfolio management and reporting activities.
Think as a principal investor, converting market knowledge and due diligence findings into well-developed investment recommendations.
Assist with special projects (business development, investor relations, etc.) on an as-needed basis.
EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS
The ideal experience and critical competencies for the role include the following:
Bachelor’s degree with outstanding academic credentials required; MBA or CFA preferred.
1-2 years of professional experience as an Analyst in private equity, investment banking or consulting/advisory. Previous experience within the infrastructure or real assets vertical preferred.
Outstanding verbal and written communications skills.
Exceptional critical thinking, quantitative and analytical skills.
Superior organization, decision making and problem solving skills.
Outstanding project management skills and the ability to work effectively in a deal teams, often on several transactions or potential opportunities simultaneously, under tight deadlines.
Ability to balance multiple concurrent projects and work both independently and as a productive member of project teams.
Desire to work in a dynamic, entrepreneurial organization.
(GCM Grosvenor reserves the right to add to, delete, change or modify the essential duties and requirements at any time. Other functions may be assigned to the position at GCM Grosvenor’s discretion.)
EQUAL OPPORTUNITY EMPLOYER M/F/D/V
GCM Grosvenor Investments Analyst, Infrastructure
High degree of integrity.
Dedicated work ethic and commitment to team and a goal-oriented environment.
In terms of cultural fit, the successful candidate will be self-motivated and energized by working among a group of thoughtful, smart and successful colleagues. He or she will enjoy being part of an organization focused on
excellence and will be a naturally collaborative person who enjoys interacting with individuals at all levels. Additionally, he or she will be a strong team player with a proactive approach and the ability to exercise discretion
and judgment.
Overview
Responsibilities
- Manage the credit process including, conducting analysis and research, preparing credit applications, managing communications with Credit and back office, and providing guidance and training to junior colleagues on the team.
- Support the execution process by reviewing due diligence reports, coordinating with clients, advisors, and internal counterparties.
- Building excel financial models for project finance transactions with the ability to create various financing structures and credit metrics.
- Assist in the marketing and origination of new transactions by preparting pitch books and marketing materials and attending client meetings with senior colleagues.
- Conduct quarterly and annual reviews of loan portfolio and handle a variety of system and procedural issues related to the borrowers such as internal grading, monthly/quarterly reporting, and other ad hoc projects.
- Monitor and manage existing transactions including waivers, amendments, dividend transactions, loan closings and funding, and other credit events that may impact the borrower.
- Present research and analytics to senior marketing officers that supports new business opportunities stay abreast of industry trends and current market conditions.
- Attend bank meetings, industry events, conferences and seminars to begin building a network in the market and to stay abreast of industry trends and current market conditions.
Qualifications
- Minimum of 4 years of experience working in a project finance team at a mid-sized to large global bank or investment bank.
- Strong financial modelling skills.
- Experience reviewing and negotiating project finance legal documentation.
- Comfortable and effective in presenting and communicating with clients.
- Bachelor’s degree in Finance, Business or Accounting preferred or equivalent education and training.
- Experienced in preparing credit applications, performing cash flow analysis, strong financial modelling skills, and able to manage the credit process from start to finish and provide guidance and mentorship to more junior colleagues.
- Formal credit training a plus.
- Preferred: MBA/MA/MS
- Highly collaborative and flexible in a team and client environment and ability to form good relationships internally and externally. Able to coordinate and communicate with various internal departments across the bank (middle/back office, global counterparts.)
- Strong presentation skills with an ability to present clearly and articulately to clients, senior management and internal departments such as Credit.
- Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines.
- Self-driven and motivated; takes personal ownership of specific assignments.
- Demonstrates leadership ability and can provide mentorship, guidance and training to junior colleagues on the team.
- Primary Location: United States,New York,New York
- Education: Bachelor’s Degree
- Job Function: Institutional Banking
- Schedule: Full-time
- Shift: Day Job
- Employee Status: Regular
- Travel Time: Yes, 10 % of the Time
- Job ID: 19029101
Description
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Creating financial analyses (build financial models, valuation analyses, merger modeling, financing solutions, etc.)
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Assisting with client development (coordinate data with clients, assist in presentation of new ideas to clients)
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Working on teams (coordinate with team members, deliver projects on a deadline)
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Tracking business development (collect research, analyze industry trends)
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Evaluate infrastructure transactions and their structures
Qualifications
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Must have 1+ years of experience in the financial services industry, ideally with experience working with infrastructure funds
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Experience with M&A transactions and acquisition financing solutions
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Strong credit, negotiations, communications, analytical and organizational skills
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Strong work ethic, high energy level, able to work independently and think strategically
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Take pride in all aspects of their work, recognizing it is a reflection not just of the firm but of themselves
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Are committed to their own personal success and the success of the institution as a whole
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View our clients as their first priority
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Understand the global nature and demands of business today
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Are analytical and enjoy working with numbers and solving problems
Public Finance Analyst
As members of the investment banking team, analysts provide support and assistance to the firm’s financial advisory and underwriting practice. While the ideal candidate will demonstrate a solid foundation relative to the responsibilities below, Prager is committed to cultivating talent by providing public finance specific training for its analytical staff.
Support origination, coordination, and execution of investment banking & financial advisory engagements;
Conduct credit analysis;
Develop rating agency presentations;
Research and prepare complex financial analyses and models;
Maintain client data bases and records;
Conduct due diligence investigations;
Prepare detailed transaction memoranda and presentations;
Research and evaluate alternative security packages and funding plans;
Understand the fundamentals of how offerings are structured, marketed, priced and concluded;
Attend and participate in client meetings;
Research potential buyers/investors and follow market trends;
Collect relevant market news/data and compose weekly email updates;
Assist in the development of new business.
QUALIFICATIONS & REQUIRED BACKGROUND:
Two years of post-graduate work experience in a related field;
Four-year college degree; prefer a focus in Business, Economics, Finance, Mathematics or other quantitative fields;
Exemplary academic record, especially in finance and accounting related courses;
Excellent analytical and quantitative skills including use of spreadsheet and database software for quantitative analysis;
Strong MS Word, Excel and PowerPoint skills;
Exceptional data management and research skills;
Excellent problem solving and analytic ability;
Ability to complete assignments independently and on a timely basis;
Ability to work as part of a team to accomplish broader goals and objectives;
Advanced oral and written communications skills;
Ability to handle multiple responsibilities;
Willingness to work after hours, when necessary, to accomplish work assignments;
Strong work ethic and attention to detail;
FINRA Series 52, 7 and 63, 50 license required within 120 days.
Prager & Co., LLC offers competitive pay and benefits, including medical, dental, vision, life insurance and 401(k) with generous employer match. Candidates must be authorized to work in the United States. We are an Equal Opportunity Employer.
Associate, Public Finance
Overview
Responsibilities
- Run the credit process with minimal support including, conducting financial analysis and research, preparing credit applications and managing communications with credit department and back office.
- Support the execution process by reviewing financials, disclosure information and due diligence reports, coordinating with clients, financial advisors, and internal counterparties.
Some excel financial modeling is required with the ability to create various financing structures and credit metrics.
- Manage portfolio exposures and metrics as well as conduct annual reviews of the portfolio.
- Prepare term sheets/proposals, track and monitor RFPs.
- Handle a variety of system and procedural issues related to the borrowers such as internal grading, certain calculations and help coordinate closings.
- Work with senior colleagues to prepare pitch books and presentation materials related to client marketing including assisting with bond pitches for municipal underwriting opportunities.
- Assist in monitoring and managing existing transactions including waivers, amendments, and extensions.
- Present research and analytics to senior marketing officers that support new business opportunities and stay abreast of industry trends and current market conditions.
- Provide ad hoc reports for management.
Qualifications
- 3-5 years of prior experience required
- Series 7/79/52 preferred
- Experienced in preparing credit applications, performing municipal financial analysis, ability to read and interpret financial statements, and be able to run the credit process from start to finish with minimal support.
- Highly collaborative and flexible in a team and client environment and ability to form good relationships internally and externally. Provide guidance to Analysts. Coordinate and communicate with various internal departments across the bank (middle/back office).
- Ability to organize thoughts and clearly articulate points and provide summaries and explanations of transactions, verbally or in writing to management or other internal departments.
- Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines.
- Able to quickly learn and adapt to new processes and systems. Works well in a culturally diverse and team oriented environment. Demonstrates intellectual curiosity and an interest in continuous learning.
- Self-driven and motivated; takes personal ownership of specific assignments.