Investment Analyst/Associate

Climate Investment (CI); Houston (TX); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Climate Investment (CI) is seeking an Investment Analyst/Associate for its Houston-based growth equity team. The role centers on financial modelling, deal origination, due diligence, and market research to support investments in decarbonization technologies.

You will work on deal flow sourcing, thematic research, and due diligence for prospective investments, coordinating with the team and LPs while supporting fundraising efforts.

Qualifications

• Minimum 1–2 years in investment banking with energy or industrials experience.
• Experience in due diligence processes and reviewing financial and legal documentation.
• Strong performance track record and excellent project management capabilities.
• Fluent in English; strong written and verbal communication skills.

Responsibilities

• Participate in and contribute to all aspects of the deal process, from origination to evaluation, diligence and execution.
• Lead all aspects of detailed financial modelling and scenario analysis to assist with deal evaluation and transaction management.
• Perform detailed sector and thematic research and analysis; develop investment theses and identify opportunities.
• Collaborate with the Investments Team to conduct due diligence and prepare materials for investment committee.
• Support fundraising activities, including generation of marketing materials.
• Manage stakeholder engagement activities and events to promote deal flow and support LPs.
• Coordinate portfolio reporting and quarterly valuations for existing portfolio companies.

Skills

Financial modelling

Due diligence

Verbal communication

Written communication

Project management

Stakeholder management

Deal sourcing

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

English fluency

Education

Relevant degree in finance, accounting, economics, engineering or sciences

Tools

Excel

PowerPoint

Word

Job description

Climate Investment (CI) is an independently managed specialist investor that invests in decarbonization technologies that underpin the next generation of global infrastructure. CI manages $1.8bn of total committed capital between its venture and growth strategies focused on decarbonization of energy, industry, transport and built environment, to drive market adoption, create value for infrastructure owners and deliver measurable greenhouse gas (GHG) impact.

Operational since 2017, CI has invested in over 40 climate tech companies that have collectively delivered 208 MT CO2e of cumulative greenhouse gas reduction from 2019-2025, along with delivering more than $600M financial returns and operational value to its LPs cumulatively.

Climate Investment was founded by member companies of the Oil & Gas Climate Initiative (“OGCI”). Visit www.climateinvestment.com

The Investment Analyst/Associate will join an experienced and entrepreneurial Investments Team that is making significant investments in companies with cost-effective technologies, solutions and business models for reducing greenhouse gas emissions from heavy-emitting sectors. This person will be working for our Houston-based growth equity investment team and will leverage a financial modelling skillset to assist with a wide range of investment activities including deal flow sourcing and assessment, thematic and market research, and financial and commercial due diligence for prospective investments.

MAIN RESPONSIBILITIES AND ACCOUNTABILITIES

• Participate in and contribute to all aspects of the deal process, from origination to evaluation, diligence and execution.
• Lead all aspects of detailed financial modelling and scenario analysis to assist with deal evaluation and transaction management.
• Perform detailed sector and thematic research and analysis. Develop investment theses and identify corresponding investment opportunities.
• Collaborate with the Investments Team to conduct due diligence and prepare materials for investment committee.
• Support fundraising activities, including the generation of marketing materials.
• Manage stakeholder engagement activities and other events to help promote deal flow and support our LPs.
• Cooperate and coordinate with potential financial partners and co-investors.
• Coordinate portfolio reporting and quarterly valuations for our existing portfolio companies.

EDUCATION AND PROFESSIONAL QUALIFICATIONS REQUIRED

• Relevant degree in finance, accounting, economics, engineering or sciences.

EXPERIENCE AND TECHNICAL COMPETENCIES

• Minimum 1-2 years in investment banking, with relevant sector experience in energy or industrials. Note: While experience in private equity, venture capital, project finance, corporate finance, or management consulting is helpful, we are requiring a minimum 1-2 years in investment banking experience for this role.
• Experience in due diligence processes and reviewing financial and legal documentation.
• Strong performance track record.
• Excellent project management capabilities.
• Strong verbal and written communication skills.
• Ability to demonstrate a strong mix of commercial, financial and technical experience and aptitude.
• Strong commercial sense and ability to identify key risks.
• Significant expertise creating and presenting analyses and presentations with Microsoft Excel, PowerPoint and Word.

BEHAVIOURAL COMPETENCIES

• Self-motivated individual willing to go beyond immediate responsibilities.
• Ability to work independently and achieve deliverables according to deadlines.
• Highly adaptable, with strong interpersonal skills and able to deal with ambiguity and changing priorities.
• Excellent stakeholder management and networking skills.
• Flexibility and efficiency to ensure the roles and responsibilities are met in a timely and effective manner.
• Team player with the ability to work effectively with a diverse team.
• Detail-oriented.
• Ability to judge and maintain confidentiality and exercise discretion.
• Fluent in English; other languages a plus.

ADDITIONAL INFORMATION

• Position is based in Houston, TX.
• Eligibility to live and work in the US is mandatory.
• We operate a hybrid working arrangement for all our office-based roles (currently Tuesday to Thursday in the downtown Houston office).
• Domestic and international travel will be required.
• CI’s offices and those of our portfolio companies are geographically diverse which may result in meetings/calls outside of “normal” business hours and a need to flex daily work schedule.