Sr. Associate, Investments

Elevate Infrastructure; New York (NY); On-site; USD 120,000 - 140,000; Full time

Job summary

Elevate seeks a Senior Associate, Investments to join its NYC-area investments team. You will own the development and maintenance of complex financial models, support project and corporate financing efforts, and manage due diligence for banks and investors.

The role demands rigorous financial analysis and clear communication with internal and external stakeholders. 2-3 years of experience preferred; exposure to power, renewables, or infrastructure.

Qualifications

• 2–3 years of professional experience in investment banking, management consulting, private equity, or corporate finance.
• Exposure to power, renewables, or infrastructure sectors.
• Proficiency in financial modeling, valuation, and analysis.
• Strong Excel and PowerPoint skills; data rooms experience a plus.
• Excellent written and verbal communication; ability to present to executives.

Responsibilities

• Build, maintain, and enhance detailed financial models for investment decisions.
• Prepare materials for lenders, investors, and counterparties.
• Own due diligence processes and data room management.
• Support budgeting, forecasting, and financial reporting.
• Collaborate with development, engineering, and operations teams to assess project performance.

Skills

Financial modeling

Valuation

Excel

PowerPoint

Analytical skills

Communication

Education

Bachelor's degree in finance/economics/engineering

Advanced degree or CFA a plus

Tools

Data Rooms

Job description

About Elevate

At Elevate, we are deploying reliable energy solutions that power the communities we serve. We’re not just building infrastructure; we’re enabling the future of energy, supporting massive digital and data center expansions and supporting a more resilient, electrified grid.

About Elevate

At Elevate, we are deploying reliable energy solutions that power the communities we serve. We’re not just building infrastructure; we’re enabling the future of energy, supporting massive digital and data center expansions and supporting a more resilient, electrified grid. Elevate is where top talent meets real impact. We're a lean, mission‑driven team accelerating the clean energy transition through bold, meaningful projects. Here, you’ll work alongside some of the smartest people in the industry, have a seat at the table from day one, and help shape a company that’s building the future of power—fast. If you thrive in dynamic environments, value authenticity over fluff, and want your work to matter, Elevate is the place to be.

Position Summary

The Senior Associate, Investments will play a key role on Elevate's investments team, reporting to the VP of Investments. This individual will own the development and maintenance of complex financial models, support project and corporate financing efforts, prepare materials for banks and investors, and manage due diligence processes. The role demands a high degree of financial and technical rigor, exceptional attention to detail, and the ability to distill complex analysis into clear, actionable insights for internal and external stakeholders.

This is an excellent opportunity for a motivated early‑career professional with 2–3 years of experience in investment banking, management consulting, private equity, or similar — ideally with exposure to power, renewables, or infrastructure.

This role can be located in any of the following Elevate Hubs: Brooklyn, NY; Washington, DC; Raleigh‑Durham, NC

Key Responsibilities

Financial Modeling & Analysis

• Build, maintain, and enhance detailed project and corporate financial models to support investment decisions and financing execution.
• Conduct scenario analysis and sensitivity testing to evaluate investment opportunities and project economics.
• Drive valuation, M&A, and strategic partnership analyses.

Transaction Support & External Engagement

• Prepare high‑quality materials for lenders, investors, and counterparties — including presentations, investment memos, and financing packages.
• Own and organize due diligence processes, including data room management and investor request tracking.
• Support ongoing relationships with financial institutions, rating agencies, and advisors.

Internal Financial Support

• Partner with development, engineering, and operations teams to evaluate project performance and financial implications.
• Deliver timely, accurate analysis to support senior management in strategic decision‑making.
• Contribute to budgeting, forecasting, and financial reporting.

Special Projects

• Lead ad‑hoc analyses in support of project development, acquisitions, or corporate strategy.
• Drive process improvements across modeling, reporting, and financial infrastructure.

Candidate Profile

Required Experience

• Bachelor's degree in finance, economics, engineering, or related field; advanced degree or CFA a plus.
• 2–3 years of professional experience in investment banking, management consulting, private equity, or corporate finance.
• Exposure to power, renewables, or infrastructure sectors required.
• Demonstrated proficiency in financial modeling, valuation, and analysis.
• Strong Excel and PowerPoint skills; experience with data rooms and transaction processes a plus.
• Exceptional analytical skills with the ability to synthesize complex information into clear takeaways.
• Excellent written and verbal communication skills, with comfort presenting to senior executives and external stakeholders.
• Highly motivated, detail‑oriented, and able to thrive in a fast‑paced, entrepreneurial environment.

Why Join Us?

Make a Meaningful Impact

Play a direct role in accelerating the energy transition by contributing to transformative, utility‑scale energy storage projects—especially on complex brownfield and urban‑constrained sites where innovation drives real‑world results.

Thrive in a Mission‑Driven Culture

Be part of a lean, agile team that values integrity, innovation, and decisive execution. We foster a collaborative environment where every team member has a voice and is empowered to make a difference.

Grow with a Company on the Rise

Join at a pivotal moment as we scale from startup to growth stage. You'll have the opportunity to shape strategy, influence outcomes, and grow professionally alongside a company backed by top‑tier private equity and poised for significant expansion.

Elevate is an Equal Opportunity employer and committed to a diverse and inclusive workplace. We welcome all applications regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or Veteran status.

The compensation range listed in this posting represents the Company's good‑faith estimate at the time of posting. Actual compensation will reflect the skills, experience, and qualifications of the selected candidate. Employees are also eligible to participate in the Company's annual discretionary bonus program, subject to applicable plan terms.

The Pay Range For This Role Is

120,000 - 140,000 USD per year (BK)