Analyst or Analyst II, Investment & Portfolio Management jobs in United States
cer-icon
Apply on Employer Site
company-logo

NYSERDA · 1 day ago

Analyst or Analyst II, Investment & Portfolio Management

NYSERDA is a leader in advancing New York’s energy transition and is seeking a highly motivated individual for the role of Analyst or Analyst II on the Investment & Portfolio Management Team. The position involves financing renewable energy and sustainable infrastructure transactions, including structuring, underwriting, and managing NY Green Bank's existing portfolio.

Energy

Responsibilities

Assess the feasibility and viability of lending opportunities with focus on predevelopment, construction and term loans
Review construction budgets, sponsor financial statements, and cash flows of the projects to evaluate risks and assess creditworthiness
Structure and negotiate transaction terms based on established underwriting guidelines in alignment with NY Green Bank’s mission
Perform financial modeling and analyses of comparable transactions to support investment recommendations
Collaborate with internal teams, developers and legal counsel as necessary to structure loan agreements and negotiate terms with the counterparty
Prepare and present credit memoranda and investment summaries for internal review and approval by the NY Green Bank’s Investment and Risk Committee
Monitor and manage existing loan portfolio, including tracking project performance, covenant compliance, proactively identify and manage potential risks
Present comprehensive updates on individual transaction performance during monthly and quarterly portfolio reviews
Perform activities furthering NYGB's mission while meeting timelines across multiple priorities in order to achieve desired objectives
Stay informed of industry trends, emerging technologies, regulatory shifts, and market barriers
Contribute to high-performing teams, foster collaboration, accountability, and inclusive practices
Advance and participate in trainings, mentorship and learning opportunities
Advance positive, supportive, encouraging and collaborative team culture
Perform all job responsibilities with respect, fairness, consistency, and inclusion

Qualification

Financial modelingAnalytical skillsCredit analysisCommunication skillsProblem-solving

Required

A Bachelor's degree with less than 1-year relevant experience with a demonstrated interest in the energy sector broadly, with a focus on renewable technologies and energy transition
A Bachelor's degree with 1 year of relevant experience with a demonstrated interest in the energy sector broadly, with a focus on renewable technologies and energy transition
Strong analytical and credit skills including ability to analyze financial statements, market data and comparable transactions to draw conclusions and investment recommendations
Strong verbal and written communication skills with the ability to articulate complex concepts and advocate accordingly
Unparalleled work ethic with the ability to perform under pressure and tight deadlines and a willingness to commit substantial time and energy to the success of NYGB's mission
Demonstrated ability to work independently and support project team on complex transactions
Strong sense of professional judgment and ability to solve problems creatively
Ability to demonstrate respect and inclusive behavior and practices of a diverse workforce and community
An ability and desire to learn from others

Company

NYSERDA

twittertwittertwitter
company-logo
NYSERDA offers solution to increase energy efficiency, save money, use renewable energy, and reduce reliance on fossil fuels. It is a sub-organization of New York State.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Pam Poisson
Chief Financial Officer
linkedin
leader-logo
Anthony Fiore, Chief Program Officer, NYS
Chief Program Officer
linkedin
Company data provided by crunchbase