Overview
This role involves developing innovative financing solutions for complex public infrastructure and nonprofit projects across the United States. Working closely with senior bankers, the candidate will structure and execute complex financings and develop advanced financial models to evaluate debt capacity, project feasibility, capital structures, and long-term project performance.
The position combines financial engineering and investment banking, focusing on designing financing structures that enhance capital access for public agencies, nonprofit organizations, educational institutions, and other public-purpose borrowers.
Responsibilities
- Lead significant portions of financial analyses and transaction workstreams in partnership with senior bankers to address complex financing challenges.
- Develop, maintain, and improve sophisticated Excel-based financial models assessing debt capacity, project feasibility, financing alternatives, capital structures, long-term cash flow, and asset sales.
- Construct and analyze complex financing models incorporating multiple debt instruments, layered capital structures, cash flow waterfalls, credit enhancements, and alternative financing scenarios.
- Design and evaluate innovative financing structures to improve capital access for governmental agencies, nonprofits, educational institutions, and other public-purpose borrowers.
- Conduct scenario analysis, sensitivity analysis, optimization modeling, and other quantitative analyses to assess financing alternatives.
- Prepare presentations, financing proposals, and analytical materials to evaluate and communicate financing options.
- Identify opportunities to leverage automation, AI-assisted analytical tools, and emerging technologies to enhance modeling efficiency and analytical workflows.
Requirements
- Bachelor's or Master's degree in Finance, Financial Engineering, Engineering, Applied Mathematics, Statistics, Physics, Computer Science, Quantitative Economics, Operations Research, or a related quantitative discipline.
- Expert-level Microsoft Excel skills with experience building sophisticated financial or quantitative models.
- Strong quantitative reasoning, mathematical aptitude, and analytical problem-solving skills.
- Ability to quickly understand, audit, modify, and enhance complex financial models.
- Experience with optimization techniques (including linear optimization or mathematical programming) is beneficial.
- Ability to manage multiple concurrent projects in a fast-paced environment.
- Familiarity with AI-assisted analytical tools and capability to incorporate emerging technologies into quantitative workflows.
- Programming experience in Python, VBA, or similar analytical languages is beneficial but not required.
- Excellent attention to detail and commitment to analytical accuracy.
Preferred Qualifications
- Prior experience in public finance, project finance, structured finance, investment banking, quantitative finance, engineering, or a related analytical field is preferred but not required.
- Candidates with exceptional analytical talent, demonstrated financial modeling skills, and a passion for solving complex problems are encouraged to apply regardless of prior finance experience.
- Stronger candidates may be considered for an Associate title.
Compensation & Benefits
- Salary range: $75,000 to $125,000 annually.
- Total compensation may include base salary, additional cash or equity compensation, discretionary bonuses, or commissions.
- Benefits package may include medical, dental, and vision insurance; life insurance; critical illness and accident insurance; disability benefits; retirement savings; paid time off including vacation, holidays, and sick leave; and parental leave.
- Eligibility and specific benefits offerings may vary based on position and employment status.
Location
Preferred locations include Southern California, Northern California, and the Seattle metropolitan area; however, remote work arrangements will be considered for highly qualified candidates.
Additional Information
- Education: Bachelor's degree required.
- Work Experience: 3 to 6 years general experience.
- Travel: Less than 25%.
- Workstyle: Resident.
The role offers exceptional opportunities to develop expertise in financial engineering, project finance, structured finance, public finance, and investment banking.