Director - Investments - BTM
New York, New York /
Investment Team /
HASI (NYSE: HASI) is a leading climate positive investment firm. We partner with clients to deploy real assets that facilitate the energy transition. With more than $9 billion in managed assets, our vision is that every investment improves our climate future.
For more information, please visit www.hasi.com.
HASI is currently seeking a Director with renewable financing experience to join our team. This individual will work in the Investment Group in building and managing HASI’s investment portfolio. The types of investments will primarily include distributed generation, solar, storage and energy efficiency projects. The core responsibilities of the role will include leading transaction structuring, negotiation, and execution, participation in business development and origination activities, preparation and review of internal transaction materials, identifying primary transaction risks and mitigation plans, and leading execution team responsible for all aspects of transaction documents, models, and due diligence.
Lead or support initial transaction structuring and ongoing negotiation of term sheets and transaction documents, including integration of transaction risk/return profile with Company performance metrics and finance plan.
Work with the Investments Group to provide seamless execution for clients.
Support business development efforts and actively participate in transaction origination through client meetings, conferences, and trade associations.
Assist in the development of origination strategies.
Prepare and review internal transaction materials, identifying strategic rationale for the investment, primary economic and governance terms, and material risks and mitigants.
Oversight of execution teams responsible for all aspects of transaction documentation, models, and due diligence.
Capital Markets Activities
As needed, lead financing processes for investment level project finance transactions, including assisting in negotiation of documents, facilitating investor due diligence processes, and ownership of financing model.
Liaise for corporate due diligence requirements related to underlying project and portfolio investments.
Portfolio Management Activities
Work closely with the members of the Portfolio Management and risk management teams to provide specific investment expertise to assist in commercial decision making relating to portfolio assets.
Education and prior Work Experience
Bachelor’s degree from a four-year institution; CFA and/or MBA preferred
6 years of experience in finance in the sustainable energy sectors, ideally including tax equity partnerships, project finance and structured debt or equity finance.
Strong track record that demonstrates ability to execute multiple complex transactions through the full deal cycle in renewable energy projects.
Experience in structuring and negotiating transactions involving structured debt and equity investments, including intimate knowledge of tax equity partnership flip and lease models for renewable energy assets.
Demonstrable experience with origination of structured finance transactions with top tier clients.
Specific Recommended Knowledge and Skills
Proven track record of structured finance investing
Strong attention to detail
Relevant industry experience in energy, banking, tax equity/equity investing, consulting or the energy/utilities sector
Familiarity with energy project finance transactions and documentation
Strong interpersonal skills with the ability and desire to work in a fast-paced, innovative, entrepreneurial environment
Ability to work effectively and professionally with clients and vendors at various levels within their respective organizations.
Dependable and reliable, excellent at taking initiative, can work independently without close supervision, and be a supportive team member
The Company maintains a policy of non-discrimination in employment and complies with and supports all Federal, state, and local laws regarding discrimination in employment. Specifically, the Company does not discriminate in employment opportunities or practices against any employee, intern, or applicant on the basis of race, color, gender, sex, sexual orientation, gender identity, religion, ancestry, national origin, age, citizenship status, marital status, pregnancy (including childbirth, lactation, or related medical conditions), mental or physical disability, veteran status, uniformed servicemember status, genetic information (including testing and characteristics), or any other characteristic to the extent prohibited by federal, state, or local law. Decisions regarding staffing, selection, and promotions are made on the basis of individual qualifications related to the requirements of the position.