Investment Analyst
Investment Analyst
L5
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation- Support the investment team in identifying, screening, and evaluating new investment opportunities, including commercial and strategic fit.
- Build and maintain detailed investment underwriting and valuation models, including return analyses, scenario testing, sensitivity analysis, and clear documentation of assumptions.
- Conduct market, industry, competitive, and power-sector research to inform investment theses and evaluate risks and opportunities.
- Support acquisition and investment due diligence, coordinate information requests and external advisors, and synthesize financial, commercial, technical, and execution findings.
- Prepare accurate investment memoranda, presentation materials, and analyses for senior leadership and Investment Committee review; communicate findings and support investment recommendations.
- Assist with transaction structuring, documentation, execution, and coordination with project finance, development, legal, and other relevant teams.
- Monitor portfolio investments and project performance, update forecasts and valuation assumptions, and assist with follow-on investment analysis and capital-raising materials.
- Take ownership of assigned analytical workstreams, flag material risks early, meet deadlines, incorporate feedback, and improve investment processes and reporting. Qualifications & Experience Required
- Bachelor’s degree in Finance, Economics, Accounting, Business, Engineering, or a closely related discipline required.
- At least two years of relevant experience in investment banking or comparable investment, transaction advisory, private equity, or infrastructure finance work.
- Strong financial modeling, investment underwriting, and valuation skills, including ability to test assumptions and explain key return drivers.
- Advanced proficiency in Excel and PowerPoint and ability to prepare accurate, decision-ready investment materials.
- Excellent research, analytical writing, verbal communication, attention to detail, and ability to own multiple workstreams while incorporating senior-level feedback.
- Demonstrated interest in energy infrastructure and the U.S. power sector; ability to collaborate effectively across Investments, Project Finance, and Development in a remote environment. Preferred
- Exposure to infrastructure or power-sector investments, acquisition due diligence, transaction execution, and portfolio monitoring.
- Familiarity with utility-scale energy projects, renewable generation, energy storage, or related power-market analysis.
- Progress toward the CFA designation or a relevant advanced degree is a plus. Compensation
- Compensation is competitive and based on experience
- Salary plus performance-based bonus
- Competitive healthcare, dental, and 401(k) matching package Contact
- Please send cover letter and resume to.
Level
SeniorL5
Location
Phoenix, AZ
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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