Capital Markets Associate

Dylan Green; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Dylan Green seeks an experienced finance professional for a highly quantitative corporate finance and capital markets role. You will own the financial model and support decisions on capital, liquidity, credit, and financing, with scope to expand into debt and equity raises and transaction modeling.

The role requires solid modeling skills from investment banking, private equity, or equivalent, and the ability to communicate clearly across teams.

Qualifications

• Minimum three years of experience in investment banking, private equity, infrastructure investing, project finance, capital markets, or another analytically rigorous finance role.
• Advanced financial modeling skills and ability to build detailed models independently.
• Strong quantitative ability and comfort with complex financial data and risk-based analysis.
• Ability to evaluate financing, liquidity, and credit considerations and quickly develop expertise in new areas.
• Clear communication and the ability to present complex analysis to senior stakeholders.

Responsibilities

• Build and maintain the company-wide financial model including income statement, balance sheet, and cash flow projections.
• Incorporate trading results, asset performance, and market inputs into forecasts for planning and decision-making.
• Run downside cases and sensitivity analyses for power prices and market conditions.
• Summarize findings and communicate recommendations to senior leadership.
• Track collateral obligations, counterparty exposure, margin requirements, and liquidity across trading activities.
• Forecast future funding needs under normal and stressed market conditions to avoid liquidity constraints.
• Assess potential uses of capital across trading initiatives, energy investments, and growth opportunities.
• Support materials for investors and the board, including financial updates and diligence coordination.

Skills

Financial modeling

Quantitative analysis

Communication

Cross-functional collaboration

Risk analysis

Job description

Our client is a technology driven energy company focused on optimizing renewable energy and grid-scale battery operations through advanced data analytics and machine learning.

Role Overview

This is a highly quantitative corporate finance and capital markets role focused on owning the company’s financial model and supporting decisions around capital, liquidity, credit, and financing. The ideal candidate will bring strong modeling skills from investment banking, private equity, or a similarly rigorous finance environment, along with the ability to work cross-functionally and communicate clearly. Energy experience is not required, but genuine interest in the sector is important. The role will expand over time to include greater involvement in debt and equity raises, transaction modeling, diligence, and financing execution. The position may be filled at the Associate or Senior Associate level depending on experience.

Duties & Responsibilities

• Build and maintain the company-wide financial model, including income statement, balance sheet, and cash flow projections, with well supported operating assumptions
• Incorporate trading results, asset level performance, and market inputs into forecasts used for planning and decision-making
• Run downside cases and sensitivity analyses to understand how changes in power prices, operating performance, and market conditions could affect the business
• Summarize findings and communicate clear recommendations to senior leadership
• Track collateral obligations, counterparty exposure, margin requirements, and available liquidity across trading activities
• Forecast future funding needs under both normal and stressed market conditions to help avoid unexpected liquidity constraints
• Assess potential uses of capital across trading initiatives, energy investments, geographic expansion, and technology
• Compare expected returns, risks, and funding requirements across competing investment opportunities
• Help establish financial criteria for capital deployment, including return thresholds, exposure limits, and liquidity considerations
• Support materials for investors and the board, including financial updates and analysis of business performance
• Assist with investor diligence and ongoing information requests
• Play an increasing role in future debt and equity financings, including transaction modeling, diligence coordination, and financial analysis
• Work closely with leadership on longer-term financial planning and evaluate potential growth opportunities, partnerships, new markets, and acquisitions
• Gather information from teams across the organization, synthesize it into financial analysis, and identify areas for improvement

Qualifications

• At least three years of experience in investment banking, private equity, infrastructure investing, project finance, capital markets, or another analytically rigorous finance role
• Advanced financial modeling skills, with the ability to build detailed models independently and understand the key variables driving results
• Strong quantitative ability and comfort working with complex financial data, changing assumptions, and risk-based analysis
• Ability to evaluate financing, liquidity, and credit considerations and quickly develop expertise in areas that may be new
• Sound business judgment and the ability to move beyond the numbers to identify implications, tradeoffs, and recommended actions
• Clear communication skills and the ability to present complex analysis effectively to colleagues and senior stakeholders
• Comfortable working across teams to gather information, synthesize findings, and turn them into actionable analysis
• Self-directed and able to operate effectively in a growing, entrepreneurial environment with limited existing structure
• Prior energy experience is not required, but candidates should have a genuine interest in the sector and be motivated to learn it quickly