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This role is primarily responsible for supporting lead underwriters in analyzing and closing financial transactions and performing asset management functions with a focus on a broad range of energy and infrastructure debt investments, including power, renewable energy, midstream, upstream and general infrastructure.
Job Duties and Responsibilities:
- Analyze and develop financial models and projections with a focus on identifying risk factors and creating cohesive business cases.
- Assist lead underwriters in due diligence, including performing market, industry and company research.
- Assist in preparing credit requests and other supporting documentation for internal approval process and internal reports.
- Assist in managing portfolio accounts; including performing valuation analysis for projects and companies, assessing compliance with performance metrics, assisting in the evaluation of borrower’s consent and/or waiver requests and maintaining deal management information systems.
- Assist in preparing quarterly portfolio review material presented to senior leadership.
- Support Capital Markets efforts in utilizing back leverage funding facilities, assisting in managing data request for rating agencies, populating lender data rooms, and coordinating repurchase facility lender requests and diligence.
- Identify and execute process improvement projects.
Knowledge and Skills:
- Familiarity with project finance, loan and equity products, preferably in the energy and infrastructure industry.
- Strong financial statement analysis, financial modeling and valuation skills. Ability to develop financial models based on commercial terms and structures of projects.
- Strong quantitative and analytical skills. Intellectual curiosity and ability to identity risks and mitigants.
- Strong initiative with an ability to thrive in a fast-paced environment.
- Excellent oral and written communication skills and ability to be a team player.
- Proficient use of Microsoft Office Suite including Word, Excel, PowerPoint, and Outlook.
Education and Experience:
- 1-2 years of experience in Finance or Energy.
- Bachelor’s Degree in Finance, Accounting, Economics or other quantitative subject.
