Description
The Senior Associate / Vice President will be responsible for the day-to-day execution of financing and advisory mandates and the management of deal workstreams.
Transaction Execution & Workstream Management
- Supporting and/or leading the day-to-day execution of project finance and advisory mandates, including managing timelines, deliverables, and workstream sequencing from mandate through closing
- Coordinating workflow across internal teams and external service providers
- Determining task sequencing and allocating assignments to analysts and junior associates on deal teams
- Reviewing and providing feedback on work product prepared by junior team members
- Overseeing the preparation and refinement of client presentations, information memoranda, and financing documentation
- Serving as a primary point of contact for clients on day-to-day transaction matters
- Interfacing directly with counterparties including lenders, rating agencies, and advisors to advance transaction execution
Financial Analysis & Diligence
- Directing financial model analysis, debt sizing, and structuring work performed by junior resources
- Reviewing independent engineer reports, market studies, and other third-party diligence materials
- Synthesizing complex project and financial information into clear recommendations for senior bankers and clients
Business Development Support
- Supporting senior bankers in the pursuit of new business opportunities
- Overseeing the development of pitch materials and responses to RFPs/RFIs
- Assisting in the negotiation of scope of services and associated fee arrangements
Team Development & Administration
- Mentoring and developing analysts and junior associates
- Planning the staffing of junior team members across active transactions and managing resource allocation
- Supporting the development and dissemination of revenue budgets, forecasts, and pipeline reporting
Requirements
- Completed a relevant undergraduate degree and highly desirable to have a graduate-level qualification such as CFA, CPA, MBA, MA, MS or equivalent with emphasis in finance, accounting, or engineering
- Minimum of four to six years of relevant experience in project finance, infrastructure finance, or energy/power investment banking
- Demonstrated experience managing transaction execution from mandate through closing
- Strong understanding of limited / non-recourse debt structures, financial modeling, and credit analysis in the project finance context
- Proven ability to manage and develop junior team members in a fast-paced, deadline-driven environment
- Strong quantitative and analytical skills with the ability to synthesize complex information into actionable recommendations
- Advanced MS Excel, PowerPoint, and Word skills
- Excellent written and oral communication skills
- High regard for detail and accuracy
- Ability to work extended hours as required