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Senior Investment Analyst

2 months ago


San Francisco, California, United States Servproprovo Full time
About the Role

We are seeking a highly analytical and results-driven individual to join our Investment Team as a Senior Analyst. As a key member of our team, you will be responsible for evaluating, structuring, and executing transactions that align with our company's mission and goals.

Key Responsibilities
  • Conduct thorough due diligence on portfolios of infrastructure assets and resource efficiency companies, utilizing financial statements, original and third-party research, and market data.
  • Create and adapt sophisticated financial models for pricing, forecasting, and operating purposes.
  • Analyze financial information relating to specific investments, including operating results, profit and loss, balance sheet, and cash flow statements to determine how a portfolio and/or organization is positioned to deliver for investors.
  • Support the preparation of investment memoranda and recommendations to our investment committee.
  • Prepare formal presentations, reports, and related project assignments, assembling data from multiple sources.
  • Support the due diligence and execution of tax equity, debt, and other financing.
  • Support business development and ongoing relationship management with partners.
  • Maintain documentation and contribute to reporting on our key performance indicators.
  • Stay up to date on market developments and new technologies.
Requirements
  • A demonstrated passion for, or commitment to, our mission.
  • 1-2 years of relevant experience in investment banking, management consulting, private equity investing, or similarly highly analytical and demanding roles with a focus on rigorous financial modeling.
  • Outstanding communication and interpersonal skills, including empathy, intuition, and listening as well as strong writing, editing, and basic design skills.
  • Experience performing due diligence, financial analysis, and executing transactions, ideally in resource efficiency investments.
  • Experience synthesizing and clearly communicating findings of analyses in written memos and presentations to internal and external audiences.
  • Proven ability to balance multiple assignments while executing high-quality, timely, and accurate work product.
  • Ability to operate autonomously and meet high expectations with minimal guidance.
  • Demonstrated ability to work well in a dynamic and fast-paced, rapidly changing environment.
  • High level of self-awareness and humility, with excitement about confronting ambiguous situations and new challenges.
  • Intellectual agility, curiosity, and creativity; problem-solving is your default mode.
About Us

Servproprovo is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state, or local laws.