Capital Markets Associate

Position Description 

The Capital Markets Associate supports the execution of project and corporate financings under the direction of a Deal Lead (Director or Senior Director) or the SVP of Capital Markets. The Associate will contribute analytical, organizational, and transaction support across assigned projects and corporate facilities, including tax equity and debt financings. This role is designed for an early-career professional who can produce accurate work, coordinate defined workstreams, and build project finance expertise through hands-on deal experience. 

The Capital Markets Associate is a regular, full-time position, and is eligible for our generous employee benefits package, including employer paid health insurance, paid time off, a 401(k) plan with employer matching contributions, and other great benefits. 

Key Responsibilities 

• Support the sourcing and execution of tax equity and debt financings for projects and corporate facilities, including organizing proposals and preparing comparison materials for review
• Prepare RFP materials for prospective lenders and investors, including teasers, consultant reports, financial information, and supporting analyses
• Organize, maintain, and perform quality checks on transaction data rooms
• Coordinate routine communications, information requests, and follow-ups with prospective lenders and investors during the RFP and selection process
• Support day-to-day diligence and coordinate assigned requests with technical and financial advisors and internal Origis teams; promptly elevate issues to the Deal Lead
• Track third-party consultant budgets, scopes of work, report status, Q&A items, and reliance documentation; follow up on open items to support timely delivery
• Maintain transaction timelines and workstream trackers established by the Deal Lead, and flag potential delays or dependencies
• Support financial model accuracy by coordinating with the Investment team, gathering inputs, performing checks, and documenting assumptions
• Assist the Deal Lead, legal counsel, Project Development, and Business Development teams with transaction execution and documentation, including term sheet support, financing document review, third-party consents, and amendments 

Ongoing Reporting, Compliance, and Internal Support 

• Support post-closing compliance and reporting by tracking financing-related deliverables in partnership with Asset Management and escalating upcoming or overdue items
• Assist with the administration of closed financings as assigned, including discrete construction financings, construction warehouse projects, and the Development Finance Facility; support borrowing base updates and coordinate required project information with EPC, Procurement, and Business Development teams
• Prepare and organize documentation for cash draws and letters of credit under existing financing facilities
• Support amendment and waiver processes by coordinating documentation, reports, comments, and follow-ups with lenders, external counsel, and third-party consultants
• Coordinate with the Investment team to maintain updated draw schedules for reporting purposes
• Maintain accurate and timely information in internal systems, including Solaris
• Provide Accounting and FP&A with relevant project updates and elevate material changes to the Deal Lead 

Marketing and Relationship Support 

• Prepare and update presentation materials, transaction summaries, and market update decks for Directors and the SVP
• Participate in meetings with debt providers and tax equity investors as requested; prepare materials, capture notes, and track follow-up items
• Develop professional working relationships with peers at tax equity and lending institutions through transaction-related coordination 

Team Contribution and Development 

• Collaborate with team members by sharing information, maintaining organized work products, and supporting team deadlines
• Actively seek feedback, build technical knowledge, and contribute to a collaborative, accountable team environment 

Other / Ad Hoc 

• Support executive and external reporting, including investor updates, board materials, debt compliance scorecards, financial reporting, and disclosures
• Conduct market, policy, and commercial research; organize findings and maintain databases related to financing structures, technologies, incentives, and state programs
• Support management in the acquisition and sale of projects as needed
• Provide analytical and coordination support for other strategic initiatives as assigned 

Preferred Qualifications 

• Bachelor's degree in finance, accounting, economics, business, engineering, or a related field
• Approximately 2-5 years of relevant experience in project finance, structured finance, investment banking, corporate finance, renewable energy, or a related analytical role; relevant internships may be considered
• Foundational understanding of renewable energy, project finance, or capital structures; exposure to tax equity is preferred
• Experience supporting financial analysis, transaction execution, financing administration, or diligence processes
• Familiarity with project finance lenders, investors, and transaction processes is a plus; existing relationships are not required
• Working knowledge of capital markets and banking processes, including credit approval and KYC diligence, or the ability to learn these concepts quickly
• Strong Excel and financial modeling skills, with the ability to review assumptions and identify inconsistencies 

Key Attributes for Success 

• Strong organizational skills and the ability to manage multiple assigned tasks and deadlines
• Ability to review and develop familiarity with project finance documentation, including conditions precedent, reporting requirements, covenants, and events of default
• Reliability in completing assigned work under deadlines and taking ownership of follow-through
• Consistent attention to detail and commitment to accurate, high-quality work
• Clear written and verbal communication skills with internal teams, consultants, counsel, and financing partners
• Ability to work effectively across functions and incorporate direction from multiple stakeholders
• Sound judgment, initiative, and willingness to ask questions or escalate issues appropriately
• Analytical thinking and practical problem-solving skills
• Collaborative, dependable team approach and enthusiasm for learning new responsibilities
• Proficiency in financial modeling and comfort working with detailed financial information
• Interest in developing knowledge of financing documentation, commercial terms, and negotiation processes
• Motivation to expand technical capabilities and grow within Capital Markets 

Location White Plains, NY (hybrid in-office requirement of 3 days per week) 

Travel Up to 10% travel as needed 

Job Level Associate - Individual Contributor