Supports plant operations and sales with financial analysis, reporting, budgeting, forecasting, and modeling, while identifying opportunities to improve profitability and align performance with financial objectives.
Associate, Capital Markets
📜 Description
- Analyze, plan, and execute capital formation activities across corporate, HoldCo, SPV, and portfolio levels.
- Build financial models and contribute to corporate financial planning, M&A, and valuation analyses.
- Prepare investor, lender, management, and board materials, including due diligence and ongoing reporting.
- Lead or support due diligence and build relationships with investors, banks, and other capital partners.
- Monitor financial markets and industry trends, and partner with development, acquisitions, finance, and asset management teams.
🛠️ Requirements
- A demonstrated passion for, or commitment to, our mission
- 2+ years of relevant industry experience with a strong preference for work in investment banking, management consulting, or private equity investing
- 2+ years of rigorous financial modelling experience and a strong understanding of GAAP accounting and financial statements
- Bachelor’s degree with high academic achievement
- Unimpeachable integrity and glowing references
- Outstanding communication and interpersonal skills, including empathy, intuition, and listening as well as strong writing, editing, and basic design skills
- High level of self-awareness and humility, with excitement about confronting uncomfortable situations or 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”
- Comfort navigating ambiguity and ability to succeed in an unstructured environment
✨ Benefits
- Discretionary bonus
- Health care benefits
- Retirement benefits
- Paid sick leave
- Parental leave
- Paid time off or vacation benefits
- Support equity raises, term loans, bonds, credit facilities, and other financing transactions.
Full job description
We are looking for a highly analytical, hard-working, and detail-oriented individual who is excited by the opportunity to work as a member of the firm’s Capital Markets team with external capital partners on the sourcing, structuring, modeling, and executing transactions.
This is primarily a deal-focused role; the person will be vital to the successful planning and execution of Generate’s capital formation strategy. They will be closely involved in capital raises for Generate, the optimization of the company’s capital stack and cost of capital, and interfacing with current and prospective investors, banks, and other capital providers.
This role will work across capital markets functions, offering the individual exposure to a diversity of transaction types, asset classes, sustainable infrastructure markets, and corporate roles. No one day will be the same.
What you will be doing at Generate Capital as an Associate, Capital Markets:
Work as part of a small but growing team responsible for capital formation analysis, planning, strategy and execution
Support capital formation activities at the corporate, HoldCo, SPV, and portfolio levels, including raising equity, term loans / bonds, credit facilities, and other types of capital facilities
Prepare materials presented to investors, lenders, banks, advisors, rating agencies and other external constituents for specific due diligence and ongoing reporting processes
Build sophisticated financial models in support of capital formation priorities
Lead / support due diligence processes to help financing counterparties understand Generate’s business and assets
Contribute to M&A and valuation analyses and processes
Build, expand and maintain relationships with different types of existing and prospective capital partners, investment banks, and other market participants
Prepare analysis and materials presented internally pertaining to capital formation activity and planning, in addition to investor, management and board-level presentations
Contribute to the corporate financial model, ensuring it reflects the most up-to-date financing plans at the project, SPV, and corporate level
Partner cross-functionally with our development, acquisitions, finance, and asset management teams to drive strategy and optimize tactics as it relates to capital markets
Support prospective and current investor-facing activity and events
Develop and maintain a strong understanding of the Company’s internal reporting software platform and be able to efficiently generate needed data requests and reporting
Keep up with relevant industry trends and information through research reports and issuer pricing releases
Monitor financial markets and assess their impact on the business and strategy
Candidate qualifications & core characteristics:
A demonstrated passion for, or commitment to, our mission
2+ years of relevant industry experience with a strong preference for work in investment banking, management consulting, or private equity investing
2+ years of rigorous financial modelling experience and a strong understanding of GAAP accounting and financial statements
High proficiency with Microsoft Office Suite, especially Excel and PowerPoint. Proficiency with Salesforce, DealCloud or similar relationship management software platform a plus
Bachelor’s degree with high academic achievement
Unimpeachable integrity and glowing references
Outstanding communication and interpersonal skills, including empathy, intuition, and listening as well as strong writing, editing, and basic design skills
High level of self-awareness and humility, with excitement about confronting uncomfortable situations or 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”
Comfort navigating ambiguity and ability to succeed in an unstructured environment
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 $145,000 – $175,000. 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.
Similar jobs
Search more Financial Analyst jobsSupports investment transactions from screening and due diligence through execution and portfolio monitoring, conducting financial analysis, research, risk assessments, and internal investment documentation across emerging markets.
Analista Fiscal I - Curitiba/PR (Vaga Temporária)
Analisa e corrige documentos e processos fiscais, apoia a apuração de impostos e as entregas de SPED, e identifica causas de divergências para manter a conformidade fiscal.
Officer 2, Depositary | Depositary & Investor Services
Performs routine depositary operations, including cash monitoring, transaction documentation reviews, year-end asset position preparation, client query handling, and regulatory compliance under moderate supervision.
Officer 2, Depositary | Alternative Investment Funds (AIF)
Performs routine depositary operations for alternative investment funds, including cash monitoring, transaction-document review, year-end asset position preparation, client query handling, and regulatory compliance.
