Investment Banking Associate at a rapidly expanding boutique investment bank in Los Angeles. Focused on lower middle market sell - side M&A and supporting a high - performing deal team.
About the role
- Manager handling financial analysis and modeling for project financing at Pivot Energy. Supporting funding activities and collaboration across finance departments in a renewable energy company.
Responsibilities
- Manage, maintain, and update facility-level financing models (construction loan, preferred equity, development loan, tax equity/credit), ensuring accuracy and version control in coordination with the transaction advisor where applicable.
- Coordinate model inputs for each funding event and update facility-level financing models to reflect current assumptions and draw schedules.
- Translate project-level data to support near-term financing cash-inflow forecasts for FP&A’s liquidity planning.
- Manage short-term facility forecasts and reconcile with FP&A and Accounting models to ensure alignment with ERP functionality and data architecture.
- Execute data uploads and reconciliations across Smartsheet, Salesforce, Procore, and other systems tied to financing events.
- Document and continuously improve processes supporting model input validation, funding readiness, and overall data quality.
- Support ad-hoc analysis for Finance team leadership related to active or upcoming financings.
- Identify and implement improvements in data flow, model automation, and reporting tools to enhance efficiency and transparency in portfolio reporting.
Requirements
- 3-5 years of project finance, financial analysis/modeling, investment banking, or relevant work experience
- Advanced Microsoft Excel expertise, including designing and deploying VBA-driven automation solutions to streamline workflows and enhance data integrity
- Proficiency in Microsoft Word and PowerPoint
- Understanding of project finance concepts and complex capital structures
- Passion to learn new things through self-study and structured settings
- Exceptional interpersonal skills with an aptitude for building trust and rapport
- Excellent organizational and communication skills to manage multiple deal workstreams
- Proven ability to manage deliverables for multiple, parallel complex transactions under tight deadlines.
Benefits
- Excellent health/dental/vision insurance benefits with up to 100% of premiums covered by the company
- Four weeks of vacation (proated in the first)
- Company paid life insurance and short- & long-term disability coverage
- Generous parental leave
- 401(k) matching
- Home Office Set-up for new employees
- Public transit reimbursement
- PTO for volunteering in the community
- Charitable donation matching up to $500/year
- Professional development and educational reimbursements
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