Description

As an Associate, this candidate will work directly with mid to senior level management and report to a VP and Director on typical deal teams as assigned. The Associate will take the lead on assigned deal and supervise the work produced by Analysts. Additional responsibilities will include participation in financial and business due diligence; serve as the Engagement Lead on specific client accounts; pre-engagement planning and execution and with final deliverable development.

Requirements

Responsibilities:

• Create, maintain and review complex financial models and valuation analyses, including DCF, trading comparables, tax equity structures and debt financing
• Manage day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
• Assist clients in due diligence by coordinating the information flow, supervising calls and meetings between the parties, as well as reviewing and analyzing company information
• Work independently, producing high-quality deliverables such as Confidential Investment Memorandums, board materials and other presentation materials for use in tax equity financing and M&A transactions or client pitches
• Design and analyze tax equity structures
• Due diligence support, including management of the virtual data room
• Provide leadership, mentorship and supervision to Analysts

Qualifications:

• Bachelor’s degree in an analytical field; Master’s degree with emphasis in Finance, Engineering, Math or Economics preferred
• Must pass SIE, Series 79, and 63 exams within the first four months of onboarding with firm
• Minimum 2+ years of strategic business consulting, valuation, and/or investment banking experience
• Minimum 2+ years of renewable energy industry experience
• Minimum 2+ years of experience with tax equity structuring and transactions
• Strong Microsoft Excel skills
• Financial modeling experience required
• Passion for renewable energy
• Excellent verbal and written communication skills
• Solid organizational skills and attention to detail with a demonstrated ability to multitask

CG/ CRC-IB is an equal opportunity employer with a focus on a diverse workforce.