Senior Associate in Alternative Investment Services Bank Loans Operations monitoring and processing custody related events for financial services. Ensuring accurate record keeping and timely problem resolution to mitigate risk.
About the role
- Support capital raising activities including HoldCo/Mezzanine financing and non-recourse project financing such as debt (e.g., construction loan, term debt, back leverage), leases and tax equity for renewable energy battery storage, and other energy-related technology development projects.
- Assist the deal captain to coordinate internal and external tax, accounting, and legal teams to develop appropriate transaction structures specifically related to tax-incentivized financing (utilizing expertise in capital accounts, basis, depreciation) and debt financings.
- Assist with the deal-closing process, including coordinating reviews and approvals across multi-functional teams, to bring transactions to financial close under tight timeframes.
- Prepare and analyze financial models to evaluate the economic feasibility of energy storage and solar-plus-storage projects.
- Support debt and tax equity transactions through modeling, due diligence, maintaining an accurate and robust virtual data room.
- Maintain and update standard financial models and tools to improve efficiency and accuracy.
- Support Capital Markets, management, and other teams by providing accurate financial analysis, including economic merits and risks, for both transaction and project decision making.
- Partner with deal captain, accounting, tax to implement hedging and other risk management strategies to mitigate embedded currency, rates, and commodity risks.
- Contribute to strategic recommendations to senior leadership to optimize financing structures and portfolio growth.
- Serve as a key liaison between internal teams (development, project execution, procurement, legal, tax, accounting, asset management) and external stakeholders (independent engineer, insurance/market consultants, insurance brokers, and appraisers), to align transaction objectives and proactively manage risks.
- Identify and implement process improvements to enhance transaction efficiency and cross-functional collaboration.
Requirements
- Bachelor’s degree in finance, business, economics, STEM (computer science, engineering, etc.), or a related quantitative field.
- 1-3 relevant internships.
- Beginner proficiency in Microsoft Excel for financial modeling.
- Basic understanding of discounted cash flow (DCF) analysis and financial principles.
- Working competence with Outlook, Word, and PowerPoint to prepare financing marketing materials including teasers, (Confidential Information Memorandum) CIMs, and other internal committee memos.
- Strong ability in external facing and internal cross-departmental settings.
- Strong attention to detail to ensure accuracy in deliverables.
- Ability to collaborate effectively with cross-functional teams.
- Strong written and verbal communication skills.
- Capacity to prioritize tasks and meet deadlines in a fast-paced environment.
- Proactive approach to managing assigned responsibilities.
- Alignment with Convergent’s mission and values: Continuous Improvement, Diversity Equity and Inclusion, Ethical Governance, Safety, Sustainability, Collaboration, Ownership, Resilience, and a strong interest in the Clean Energy Transition.
- 10% of time spent traveling for team events, company-wide meetings, trade shows, industry conferences, and meeting with external bankers, investors, lawyers, and consultants.
- 1-2 years of professional experience. (preferred)
- Experience with storage and renewable energy projects, and energy markets. (preferred)
- Experience with financial modeling and discounted cash-flow analysis or experience in management consulting covering industrial, energy or power markets. (preferred)
- Ability to analyze and work with large datasets. (preferred)
Benefits
- Medical, Dental, and Vision insurance
- Vacation, Sick, and Volunteer days
- 401K with an employer safe harbor match
- Special Vendor Discounts on programs for:
- Identity theft and fraud prevention
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