This role sits within CIB's dedicated Financial Advisory team focused on energy transition, renewable infrastructure, and emerging clean technologies.
Client Details
Global Bank
Description
Business Development & Origination
- Support the development and execution of the team's strategic growth initiatives and transaction targeting efforts.
- Build and maintain relationships with clients, prospective clients, lenders, institutional investors, tax equity providers, tax credit investors, and external advisors.
- Contribute to business development activities, including the preparation of client presentations, marketing materials, and pitches.
- Collaborate closely with internal stakeholders across Coverage, Project Finance, Syndications, and Global Markets to identify and originate new opportunities.
Transaction Execution
- Play a leading role in structuring and executing advisory mandates from inception through close.
- Manage specific transaction workstreams and serve as a direct point of contact for clients on assigned matters.
- Oversee financial modeling and analytical work, including project finance models, valuation analyses, capital structure optimization, sensitivity analysis, and model reviews.
- Lead the preparation of transaction documentation and approval materials for clients, sponsors, and lenders.
- Assist with negotiating and reviewing financing agreements and project-related documentation.
- Coordinate with legal, technical, environmental, and other third-party advisors throughout due diligence processes.
Team & Platform Development
- Mentor and develop junior professionals, including analysts, associates, and interns.
- Support cross-selling initiatives by coordinating with other CIB product teams.
- Participate in internal operational, reporting, and administrative requirements.
- Travel as needed to support client engagements, transaction execution, and internal collaboration.
Profile
The ideal candidate will possess a strong academic background, preferably including an MBA or advanced finance-related qualification, along with approximately 6-8 years of relevant experience in debt advisory, project finance, acquisition finance, lending and advisory, or M&A advisory. Candidates from investment banks, advisory firms, commercial banks, infrastructure investors, energy developers, utilities, or private equity sponsors with a proven transaction track record will be particularly well suited.
Technical Skills & Qualifications
- Deep expertise in project finance and valuation modeling.
- Strong understanding of capital structures, including tax equity and tax credit financing arrangements.
- Excellent quantitative, analytical, and problem-solving capabilities.
- Fluency in English is required; Spanish language skills are advantageous but not mandatory.
- FINRA SIE, Series 79, and Series 63 licenses are required.
Personal Attributes
- Strong client-facing and relationship management skills.
- Demonstrated leadership and mentoring capabilities.
- Ability to work independently while thriving in a collaborative team environment.
- Strong organizational skills with the ability to manage multiple priorities under tight deadlines.
- Comfortable working across functions, products, and international teams.
Job Offer
Competitive Package