Senior Associate/VP, Global Investment Banking, Project Finance

What Will You Do?

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, including:

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 (coverage partners, product partners, syndications, corporate banking) and external service providers (legal counsel, rating agencies, independent engineers, insurance advisors, environmental consultants)
• Determining task sequencing and allocating assignments to analysts and junior associates on deal teams; establishing clear deliverable expectations and deadlines
• Reviewing and providing feedback on work product prepared by junior team members, including financial analysis, due diligence summaries, credit risk assessments, project summaries, rating report summaries, and market alternatives
• 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, managing expectations and communicating progress on workstreams
• 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 summary outputs and guiding refinements to assumptions and structure
• Reviewing independent engineer reports, market studies, and other third-party diligence materials to identify credit risks, key assumptions, and issues for escalation
• 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, including reviewing client-provided materials, evaluating transaction feasibility, and participating in client meetings and presentations
• 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, including providing day-to-day guidance, answering questions, and facilitating training opportunities
• Planning the staffing of junior team members across active transactions and managing resource allocation in coordination with senior bankers
• Supporting the development and dissemination of revenue budgets, forecasts, and pipeline reporting

What Do You Need to Succeed?

Must have:

• 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, including coordination of multiple workstreams and external advisors
• 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 with the ability to interact effectively with clients and senior stakeholders
• High regard for detail and accuracy
• Ability to work extended hours as required

Nice to have:

• Direct experience in digital, power, renewables, or other infrastructure / project finance transactions
• Familiarity with rating agency processes, syndication, and debt capital markets execution<