Associate, Capital Markets
About the role
We are looking for a highly analytical, hard-working, and detail-oriented individual excited to work as a member of the firm’s Capital Markets team with external capital partners on the sourcing, structuring, modeling, and executing transactions. This is primarily a deal-focused role; you will be vital to the successful planning and execution of Generate’s capital formation strategy. You will be closely involved in capital raises for Generate, the optimization of the company’s capital stack and cost of capital, and interfacing with current and prospective investors, banks, and other capital providers. This role offers exposure to a diversity of transaction types, asset classes, sustainable infrastructure markets, and corporate roles.
Responsibilities
- Work as part of a small but growing team responsible for capital formation analysis, planning, strategy, and execution
- Support capital formation activities at the corporate, HoldCo, SPV, and portfolio levels, including raising equity, term loans/bonds, credit facilities, and other types of capital facilities
- Prepare materials presented to investors, lenders, banks, advisors, rating agencies, and other external constituents for specific due diligence and ongoing reporting processes
- Build sophisticated financial models in support of capital formation priorities
- Lead or support due diligence processes to help financing counterparties understand Generate’s business and assets
- Contribute to M&A and valuation analyses and processes
- Build, expand, and maintain relationships with different types of existing and prospective capital partners, investment banks, and other market participants
- Prepare analysis and materials presented internally pertaining to capital formation activity and planning, including investor, management, and board-level presentations
- Contribute to the corporate financial model, ensuring it reflects the most up-to-date financing plans at the project, SPV, and corporate level
- Partner cross-functionally with development, acquisitions, finance, and asset management teams to drive strategy and optimize tactics related to capital markets
- Support prospective and current investor-facing activity and events
- Develop and maintain a strong understanding of the Company’s internal reporting software platform and efficiently generate needed data requests and reporting
- Keep up with relevant industry trends and information through research reports and issuer pricing releases
- Monitor financial markets and assess their impact on the business and strategy
Qualifications
- A demonstrated passion for, or commitment to, our mission
- 2+ years of relevant industry experience with a strong preference for work in investment banking, management consulting, or private equity investing
- 2+ years of rigorous financial modeling experience and a strong understanding of GAAP accounting and financial statements
- High proficiency with Microsoft Office Suite, especially Excel and PowerPoint. Proficiency with Salesforce, DealCloud, or similar relationship management software a plus
- Bachelor’s degree with high academic achievement
- Unimpeachable integrity and glowing references
- Outstanding communication and interpersonal skills, including empathy, intuition, and listening as well as strong writing, editing, and basic design skills
- High level of self-awareness and humility, with excitement about confronting uncomfortable situations or new challenges
- Intellectual agility, curiosity, and creativity; problem-solving is your default mode
- Entrepreneurial spirit: flexibility, comfort with risk, recognition that “perfect can be the enemy of the good”
- Comfort navigating ambiguity and ability to succeed in an unstructured environment
Pay
A reasonable estimate of the base salary range for this role is $145,000 – $175,000. In addition, the compensation package may include a discretionary bonus and other benefits, including health care benefits, retirement benefits, benefits permitting paid days off (including sick leave, parental leave, and paid time off or vacation benefits), and other benefits that must be reported for federal tax purposes.