Personal Finance Advisor at Caisse Desjardins responsible for client relationships and financial advice. Managing member satisfaction and representing the caisse in the community.
About the role
- Associate, Project Finance supporting all aspects of project finance function at Treaty Oak, focused on renewable energy projects. Managing financial models, negotiations, and teamwork in a growing environment.
Responsibilities
- Develop and upkeep fully structured project-level financial models for multiple projects, to analyse financing / investment sizing and sponsor level performance, as well as synthesize and communicate summaries to senior team members and management
- Run company-wide financial model input intake processes, effectively collaborating with all relevant teams / SMEs to efficiently collect, scrutinize, and refine all financial model inputs at various stages of project development and financings
- Engage, prepare files for, and procure and review deliverables from, financing due diligence consultants (e.g., independent engineering, transmission, market, insurance, probable maximum loss, property and sales tax projections, and cost segregations and appraisals)
- Develop comprehensive real-time knowledge of material project documents on live transactions (e.g. PPAs, EPC agreements, GIAs, equipment supply agreements, and O&M contracts), to be able to ensure accurate and substantiated conversion of relevant data into financial model inputs and to conduct thorough / high-quality Q&A with all stakeholders
- Support ad hoc work streams relating to financier marketing, selection, negotiation, due diligence, documentation, and closing processes for debt financing and tax credit monetization transactions, as well as coordinating with all internal SMEs, external consultants, lawyers, and financing partners
- Prepare marketing materials (e.g. teasers and CIMs) for third party financiers / investors
- Communicate and build relationships effectively with both internal teams and external stakeholders
Requirements
- 3+ years of renewable energy project finance experience at a leading developer, investment bank, or infrastructure investor with exposure to utility-scale projects
- BS / MS in Finance, Economics, or another similarly quantitative course of study
- Advanced financial modeling skills with experience building and managing project finance models incorporating tax equity structures, debt sizing, and sensitivity analysis, including the use of macros
- Advanced PowerPoint presentation skills with experience preparing and presenting materials to internal and external stakeholders
- Knowledge of renewable energy (solar and/or storage) project economic metrics and value drivers
- Familiarity with procuring and reviewing financing consultant due diligence reports
- Understanding of construction-to-term debt and tax credit bridge loan financing, as well as current tax credit monetization structures and related workstreams
- Outstanding critical thinking skills, inquisitiveness, work product, and proactivity / resourcefulness
- Comfort working in a demanding, deal-oriented team with recurring deadlines
- Ability to prioritize multiple workstreams and operate effectively in a fast transaction-driven environment
Benefits
- Compensation for this position is highly competitive and commensurate with experience, including eligibility for an annual discretionary bonus and project-based incentive plan
- We offer competitive benefits, including unlimited paid time off, paid holidays, cell-phone stipend, life insurance, 401(k), and a fully paid health benefits plan that includes medical, dental, and vision
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