Sr. Associate, Investments

ImpactAlpha Inc.; New York (NY); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Annual discretionary bonus

Growth opportunities

Impactful energy transition work

Job summary

Elevate is a clean energy infrastructure company focused on deploying energy storage and grid modernization projects in the United States. The Senior Associate, Investments will develop complex financial models, support project and corporate financing, and manage due diligence across brownfield and urban-constrained sites.

The role reports to the VP of Investments and offers exposure to banks, investors, and industry-leading professionals in a fast-paced environment across Brooklyn, NY;

Qualifications

• Two to three years of professional experience in investment banking, management consulting, private equity, or corporate finance.
• Exposure to power, renewables, or infrastructure sectors.
• Demonstrated proficiency in financial modeling, valuation, and analysis.
• Strong Excel and PowerPoint skills.
• Excellent written and verbal communication skills.
• Comfort presenting to senior executives and external stakeholders.
• Highly motivated and detail-oriented with ability to thrive in a fast-paced, entrepreneurial environment.
• Advanced degree or CFA certification is a plus.

Responsibilities

• 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, merger and acquisition, and strategic partnership analyses.
• Prepare high-quality materials for lenders, investors, and counterparties, including presentations and investment memos.
• Own and organize due diligence processes and data room management.
• Support ongoing relationships with financial institutions, rating agencies, and advisors.
• Partner with development, engineering, and operations teams to evaluate project performance and financial implications.
• Deliver timely analysis to support senior management decisions.
• Contribute to budgeting, forecasting, and financial reporting.
• Lead ad hoc analyses for project development, acquisitions, or strategy.
• Drive process improvements across modeling and financial infrastructure.

Skills

Financial modeling

Analytical thinking

Attention to detail

Communication

Education

Bachelor's degree in finance, economics, engineering, or related field

Advanced degree or CFA certification

Tools

Excel

PowerPoint

Data room management

Job description

About Elevate

Elevate is a clean energy infrastructure company focused on deploying reliable energy solutions that power communities through utility-scale energy storage and grid modernization projects. The company specializes in developing innovative infrastructure solutions, particularly for complex brownfield and urban-constrained sites where traditional energy expansion faces significant challenges. Elevate’s mission centers on accelerating the clean energy transition by supporting massive digital and data center expansions while contributing to a more resilient, electrified grid. The company operates as a lean, mission-driven organization that brings together top talent in the energy and infrastructure sectors. Elevate is backed by top-tier private equity investors and is positioned for significant expansion as it scales from startup to growth stage. The organization maintains operational hubs in strategic locations including Brooklyn, New York; Washington, DC; and Raleigh-Durham, North Carolina, enabling the company to serve diverse markets and project opportunities across the United States. Elevate’s culture emphasizes integrity, innovation, and decisive execution, fostering a collaborative environment where team members are empowered to contribute meaningfully to transformative energy projects. The company is committed to building the future of power through bold, meaningful initiatives that address critical infrastructure needs in an increasingly electrified economy.

About this Role

The Senior Associate, Investments position represents a key role on Elevate’s investments team, reporting directly to the VP of Investments. This opportunity is designed for a motivated early-career professional with two to three years of relevant experience who is ready to take on significant responsibilities in financial analysis and investment execution. The successful candidate will own the development and maintenance of complex financial models, support project and corporate financing efforts, prepare high-quality materials for banks and investors, and manage comprehensive due diligence processes. This 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 both internal stakeholders and external parties. The position offers an excellent opportunity to work alongside some of the smartest professionals in the energy infrastructure industry while having a direct impact on transformative utility-scale projects. The role can be based in any of Elevate’s primary hubs: Brooklyn, New York; Washington, DC; or Raleigh-Durham, North Carolina.

Responsibilities

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

Requirements

• Bachelor’s degree in finance, economics, engineering, or related field
• Two to three years of professional experience in investment banking, management consulting, private equity, or corporate finance
• Exposure to power, renewables, or infrastructure sectors
• Demonstrated proficiency in financial modeling, valuation, and analysis
• Strong Excel and PowerPoint skills
• Experience with data rooms and transaction processes
• Exceptional analytical skills with the ability to synthesize complex information into clear takeaways
• Excellent written and verbal communication skills
• Comfort presenting to senior executives and external stakeholders
• Highly motivated and detail-oriented with ability to thrive in a fast-paced, entrepreneurial environment
• Advanced degree or CFA certification is a plus

Benefits

• Opportunity to make a meaningful impact by accelerating the energy transition through transformative utility-scale energy storage projects
• Direct involvement in complex brownfield and urban-constrained site projects where innovation drives real-world results
• Mission-driven culture emphasizing integrity, innovation, and decisive execution
• Collaborative environment where every team member has a voice and is empowered to make a difference
• Professional growth opportunity by joining at a pivotal moment as the company scales from startup to growth stage
• Ability to shape strategy, influence outcomes, and grow professionally alongside a company backed by top-tier private equity
• Eligibility to participate in the Company’s annual discretionary bonus program