Senior Investments Associate

Faith Technologies Inc; Menasha (WI); On-site; USD 75,000 - 110,000; Full time

Job summary

Faith Technologies, Inc. is seeking a Senior Associate, Investments to support the active investment portfolio with office coordination and site visits. You will manage records, budgets, schedules, contracts, and asset monitoring to deliver reliable information and enable leadership decisions.

The role blends administrative coordination with analytical support and requires strong Excel, PowerPoint, and Microsoft 365 skills, plus the ability to work with senior leaders and external partners.

Qualifications

• Education: Bachelor's degree or equivalent in a related field.
• Experience: 2+ years of related experience.
• Travel: 10% travel requirement.
• Work Schedule: 7 AM–5 PM, Monday–Friday; may require after-hours work to meet business needs.

Responsibilities

• Maintains accurate portfolio records across assets, contracts, vendors, and documentation; owns data quality and reporting across systems.
• Provides recurring portfolio and asset reporting including operating/financial performance and project status.
• Coordinates work across Asset Managers, Accounting, Energy Finance, Legal, Tax, Treasury, Procurement, Operations, and partners.
• Maintains project plans, milestones, and issue trackers for investments and asset initiatives.
• Monitors operating data and KPIs; coordinates investigations and actions with accountable owners.
• Supports contracting/transaction execution by gathering diligence materials and tracking obligations.
• Maintains investment and opportunity pipeline; assembles materials for Investment Committee/board.
• Coordinates meetings, site visits, and actions; captures decisions and follows through.

Skills

Organizational skills

Project coordination

Communication skills

Attention to detail

Problem solving

Education

Bachelor's degree in Finance, Accounting, Data Science, Business, Operations, Project Management, or related field

Tools

Excel

PowerPoint

Microsoft 365

Job description

You’ve discovered something special. A company that cares. Cares about leading the way in construction, engineering, manufacturing and renewable energy. Cares about redefining how energy is designed, applied and consumed. Cares about thoughtfully growing to meet market demands. And ─ as “one of the Healthiest 100 Workplaces in America” ─ is focused on the mind/body/soul of team members through our Culture of Care. The Senior Associate, Investments role provides the operating backbone for FTI’s Investments function, with primary responsibility for the active investment portfolio. The role creates discipline across records, data, reporting, budgets, schedules, contracts, projects, and asset monitoring so leaders and Asset Managers can act on reliable information and keep complex work moving. The portfolio spans operating and financial investments, including EV charging, liquid‑cooled Bitcoin mining, real estate, energy assets, and managed financial accounts. This is a practical role that combines office‑based coordination and analysis with periodic site visits and hands‑on support of asset and project execution. Ideal candidate will have strong organizational and project coordination skills, with demonstrated ability to manage schedules, dependencies, documentation, and follow‑through across multiple workstreams. Will have working knowledge of budgeting, forecasting, financial reporting, and basic investment or return concepts. Will have strong Excel, PowerPoint, and Microsoft 365 skills, with the ability to learn and maintain new systems, reporting tools, and structured data sets. Clear written and verbal communication skills and the judgment to work effectively with senior leaders, operating teams, vendors, and external partners as well as high attention to detail, strong ownership, and willingness to move between administrative coordination, analytical support, and practical operating work. Additionally, it is preferred to have a well‑rounded business background with experience in any combination of operations, finance, project coordination, administration, process improvement, or related work. A demonstrated adaptability and comfort shifting among analytical, administrative, project‑based, and operational responsibilities as portfolio needs evolve. A strong curiosity and an ability to learn unfamiliar industries, technologies, and business models through research, hands‑on experience, and guidance from subject‑matter experts. Resourceful problem‑solving, organization, communication, and follow‑through across multiple stakeholders, priorities, and deadlines. Strong practical proficiency with modern business and artificial intelligence tools to improve research, analysis, materials, and workflow efficiency. Prior exposure to investments, operating assets, energy, infrastructure, construction, data centers, digital‑asset infrastructure, EV charging, or real estate is helpful but not required.

MINIMUM REQUIREMENTS Education: Bachelor’s degree in Finance, Accounting, Data Science, Business, Operations, Project Management, or a related field, or equivalent relevant experience Experience: 2 years of related experience Travel: 10% Work Schedule: This position works between the hours of 7 AM and 5 PM, Monday‑ Friday. However, work may be performed at any time on any day of the week to meet business needs.

KEY RESPONSIBILITIES

• Maintains accurate, current portfolio records across assets, entities, contracts, vendors, ownership interests, approvals, key dates, obligations, and supporting documentation; own data quality, version control, and information management across systems, shared files, trackers, and reporting tools.
• Produces recurring portfolio and asset reporting, including operating and financial performance, project status, material risks, open actions, and upcoming decisions.
• Coordinates work across Asset Managers, Accounting, Energy Finance, Legal, Tax, Treasury, Procurement, Operations, vendors, and external partners.
• Maintains project plans, schedules, milestones, dependencies, action logs, and issue trackers for investments and new asset initiatives.
• Monitors asset‑level operating data and key performance indicators, identify missing or unusual information, and helps coordinate timely investigation and corrective action with the accountable owner.
• Supports contracting and transaction execution by gathering proposals and diligence materials, coordinating review and signatures, maintaining executed documents, summarizing key terms and dates, and tracking ongoing obligations and renewals.
• Maintains the investment and opportunity pipeline, coordinates information requests, organizes diligence materials and data rooms, and supports the preparation of Investment Committee and board‑level materials.
• Coordinates meetings, vendor discussions, site visits, and other project activities; prepares agendas and materials, captures decisions, and drives follow‑through on assigned actions.
• Visits operating and development sites as needed to verify progress, gathers information, supports commissioning or issue resolution, and strengthens the connection between portfolio reporting and field conditions.
• Improves and automates recurring workflows, reports, trackers, and controls to reduce administrative burden, improve visibility, and allow senior team members to focus on decisions and asset performance.
• Performs other related duties as required and assigned.

The job description and responsibilities described are intended to provide guidelines for job expectations and the employee’s ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

How Does FTI Give YOU the Chance to Thrive?

If you’re energized by new challenges, FTI provides you with many opportunities. Joining FTI opens doors to redefine what’s possible for your future. Once you’re a team member, you’re supported and provided with the knowledge and resources to achieve your career goals with FTI. You’re officially in the driver’s seat of your career, and FTI’s career development and continued education programs give you opportunities to position yourself for success.

FTI is a “merit to the core” organization. We recognize and reward top performers, offering competitive, merit‑based compensation, career path development and a flexible and robust benefits package.

Benefits are the Game‑Changer

We provide industry‑leading benefits as an investment in the lives of team members and their families. You’re invited to review the full list of FTI benefits available to regular/full‑time team members. Start here. Grow here. Succeed here.

Faith Technologies, Inc. is an Equal Opportunity Employer – veterans/disabled. Employment is contingent upon successfully passing a background and drug test.

Faith Technologies Incorporated (FTI) is a dynamic organization comprised of construction, engineering, manufacturing and renewable energy experts. We create success for our partners and team members through innovation and expertise, rethinking how energy is designed, applied and consumed and providing solutions that go beyond the ideas of today.

With expertise across all our brands – Faith Technologies®, EnTech Solutions™ and Excellerate® – we are one connected company, bringing our partners’ visions to life to ensure a sustainable future.

FTI participates in E-Verify; please review the E-Verify Participation and Department of Justice, Immigrant and Employee Rights Section (IER) Right to Work posters to review your legal rights and protections as a prospective employee: E-Verify Participation Poster (English/Spanish) IER Right-to-Work Poster (English/Spanish)