Renewable Energy Investment Banking Associate

CG/ CRC-IB; San Francisco (CA); On-site; USD 110,000 - 150,000; Full time

Job summary

CG/ CRC-IB is seeking an Associate to work with mid to senior level management and lead assigned deal teams. You will supervise Analysts, participate in financial due diligence, and develop final deliverables for tax equity financing and M&A transactions.

The role requires strong Excel and financial modeling skills, plus renewable energy experience. Onboarding includes engagement leadership and management of client accounts across complex financial projects.

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
• Excellent verbal and written communication skills
• Solid organizational skills and attention to detail with a demonstrated ability to multitask

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 managementteams, transaction counterparties and other advisors
• Assist clients in due diligence by coordinating the information flow, supervising calls and meetingsbetween 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 equityfinancing 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

Skills

Excel skills

Financial modeling

Valuation analyses

Renewable energy

Education

Bachelor’s degree in analytical field

Master’s degree in Finance/Engineering/Math/Economics preferred

Tools

Microsoft Excel

Job description

CG/ CRC-IB is seeking an Associate to work with mid to senior level management and lead assigned deal teams. You will supervise Analysts, participate in financial due diligence, and develop final deliverables for tax equity financing and M&A transactions.

The role requires strong Excel and financial modeling skills, plus renewable energy experience. Onboarding includes engagement leadership and management of client accounts across complex financial projects.