We are looking for a highly analytical, hard-working and self-directed individual who is excited by the opportunity to work closely with the firm’s Investment Team to evaluate, structure and execute transactions. The Senior Analyst, Investment Team is a results-oriented person, passionate about the type of work Generate is doing, and looking to apply their experience to help scale a growing business and drive critical internal initiatives.

What you may do at Generate Capital as a Senior Analyst on the Investment Team:

Conduct 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, e.g. 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 Generate’s 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 Generate’s key performance indicators
Stay up to date on market developments and new technologies

Candidate qualifications & core characteristics:

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
Entrepreneurial spirit: flexibility, comfort with risk, recognition that “perfect can be the enemy of the good”

Generate’s compensation packages are dependent on the facts and circumstances of each case. Salary decisions take into account a wide variety of factors including, but not limited to: skill sets, experience and training, licensure and certifications, geographic location, and other business and organizational needs. A reasonable estimate of the base salary range for this role is $105,000 - $140,000. In addition, the compensation package may include a discretionary bonus and other benefits, including health care benefits, retirement benefits, benefits permitting paid days off (including sick leave, parental leave, and paid time off or vacation benefits), and other benefits that must be reported for federal tax purposes. It is not typical for an individual to be hired at the top of this range.

Generate Capital 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, gender identity, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state, or local laws.

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