Senior Manager, BTM Investments

Investing Activities 

• →Lead or support transaction execution and due diligence processes for investments in distributed generation, solar, storage, energy efficiency, and related portfolios
• →Analyze underlying project agreements and other diligence materials with a high degree of precision to validate assumptions and identify risks
• →Lead or support transaction structuring, including development of term sheets and review or negotiation of transaction documents
• →Build, own, and manage financial models, including project operating pro formas and portfolio models, to analyze investment opportunities, structure transactions, and evaluate associated risks
• →Serve as a primary execution resource on transactions, coordinating workstreams from initial qualification and internal underwriting through diligence, documentation, and closing
• →Prepare and review internal transaction materials that clearly summarize strategic rationale, economic terms, governance considerations, material risks, and mitigants
• →Coordinate with internal stakeholders across legal, risk, portfolio management, accounting, and operations to support efficient execution
• →Help ensure transaction processes are well managed, issues are surfaced early, and internal stakeholders are kept informed

Business Development and Market Support

• →Support pipeline development and client acquisition efforts focused on building repeat and programmatic relationships
• →Participate in client meetings, conferences, industry events, and trade associations as part of HASI’s market presence and origination efforts
• →Contribute to market assessments, opportunity screening, and strategic analyses related to sector growth and new investment themes
• →Assist in evaluating market size, competitive dynamics, customer demand, pricing expectations, and relevant regulatory or policy developments
• →Work closely with senior team members to help advance new opportunities from initial engagement through screening and execution

Portfolio Management and Capital Markets

• Work closely with Portfolio Management and Risk Management teams to provide investment support for existing portfolio assets
• Assist with strategic analyses, follow-on opportunities, amendments, waivers, or other portfolio-related matters, as needed
• As needed, support financing processes for investment-level project finance transactions, including financial model ownership, due diligence support, and coordination of documentation-related workstreams
• Liaise on corporate due diligence requirements related to underlying project and portfolio investments

Team Leadership and Development

• Mentor and help develop junior team members, including Analysts and Associates, through day-to-day coaching and review of work product
• Act as a go-to execution resource and collaborative team member within the deal process
• Support training of newer team members and contribute to a strong, team-oriented culture

Specific Knowledge and Skills

• Strong Excel and financial modeling capabilities, with demonstrated experience building and managing complex investment models
• Strong transaction execution skills, including diligence management and coordination of third parties through closing
• Ability to identify both detailed and broader transaction issues and communicate implications clearly
• Sound judgment and decision-making skills in evaluating investments and managing execution processes
• Strong written and verbal communication skills, including ability to present ideas clearly to deal teams and management
• Strong interpersonal skills and ability to work effectively in a fast-paced, innovative, and entrepreneurial environment
• Action-oriented self-starter with strong collaboration skills and attention to detail
• Ability to manage multiple priorities and adapt quickly as business needs evolve
• Familiarity with project finance structures and transaction documentation
• Dependable, proactive, and able to work independently while escalating issues appropriately

 Education and Prior Experience 

• Bachelor’s degree from a four-year institution; CFA and/or MBA preferred
• 8+ years of experience in finance in the renewable energy sector, ideally including tax equity, project finance, investment banking, structured debt or equity finance
• Strong experience in financial modeling for structured debt and equity investments, including knowledge of tax equity partnership flip and lease models for solar and/or wind assets
• Demonstrated ability to execute complex transactions through the full deal cycle, either as a lead execution resource or with senior oversight
• Experience negotiating transaction structures and key deal points with clients and counterparties
• Demonstrated ability to identify key transaction issues, assess impacts, and propose practical solutions
• Strong track record of collaborating across functions to drive transaction execution
• Experience in distributed generation, storage, energy efficiency, or related sustainable infrastructure sectors preferred