Principal, Business Management - Debt

Overview

This role is a senior debt deal leadership position on the Debt Business Management team within Capital Solutions. Reporting to the Head of Debt, the Principal leads a book of debt mandates from initial interest through close across three debt motions: debt origination, debt advisory, and debt attached to tax equity and preferred equity structures.

Responsibilities span construction, term, and back-leverage facilities, tax equity and credit bridge loans, equipment financing, and green bonds and securitization.

Responsibilities

• Lead a book of debt mandates from initial interest through close as the primary negotiator and senior execution lead, managing lender diligence, structuring, negotiation, documentation, and closing
• Own transaction velocity and close rates across the deal book, contributing to the Debt team’s revenue and P&L targets
• Author credit memos and pricing recommendations and present transactions to Credit Committee, including rigorous analysis of credit quality, structural terms, risks, and mitigants
• Lead deal teams of junior professionals, including staffing transactions, reviewing underwriting, diligence, and financial models, and mentoring junior team members on credit and execution
• Run debt execution with lenders and institutional capital providers inside shared accounts, in partnership with Strategic Bank Capital and Strategic Institutional Capital
• Partner with Industry Coverage to qualify opportunities early, take clean leadership of execution from initial interest, and provide real-time market and financeability feedback to improve sourcing
• Partner with Investments on the TE/preferred-equity attach motion, sourcing and pricing competitive debt within agreed turnarounds to deliver integrated capital solutions for sponsors and investors
• Lead specific workstreams within the Head of Debt’s product agenda (e.g., new lender programs, financing structures, term sheet and documentation standards), in partnership with Structuring
• Help build and standardize repeatable execution processes across debt motions, and drive adoption of AI-enabled modeling and automation across the deal lifecycle
• Partner with Product and Engineering to define and prioritize transaction tooling that increases deal throughput and execution quality
• Represent the organization in industry and market dialogues (webinars, whitepapers, and conferences), coordinated with coverage relationship owners

Requirements

• Bachelor’s degree in Finance, Economics, Engineering, or related field; MBA, JD, or advanced degree a plus
• 8–10+ years of total experience, including 7+ years in renewable energy project finance, infrastructure debt, or structured lending
• Track record leading construction, term, back-leverage, or debt capital markets transactions as the primary negotiator
• Deep expertise in project finance debt structures for solar, wind, and storage, including hands-on negotiation of credit agreements and intercreditor arrangements and the interplay between tax equity and debt
• Experience preparing and presenting transactions to credit or investment committee, ideally with perspective from both the lender and sponsor/advisory side
• Experience leading and mentoring deal teams, including reviewing junior professionals’ underwriting and modeling work
• Exceptional negotiation and relationship skills with developers, lenders, and investors, with credibility to lead senior-level conversations
• Strong judgment and comfort operating with a high degree of autonomy in a fast-scaling environment
• Strong interest in leveraging technology and AI to improve debt execution
• FINRA SIE, Series 79 and 63 required or willingness to obtain under the organization’s broker-dealer sponsorship

Compensation & Benefits

Compensation

• $300,000s–$500,000s, depending on years of experience and revenue scope (not inclusive of equity value)
• Stock options

Benefits

• Healthcare: 100% of premiums for employees; subsidize 70% for dependents (if relevant). Plans available on Aetna (nationwide) and Kaiser (WA and California).
• Dental & vision: 100% of premiums for employees and 50% for dependents (each) (if relevant)
• Holidays: 10 holidays per year
• Paid time off: 20 days per year
• 401k: supported, with no matching program set up at this time
• Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents

Location

Remote-first operating model: work from anywhere in the US and Canada, or work out of optional offices in DC, NYC, and SF. Optional co-working opportunities are available in Seattle, Denver, Boston, LA, and beyond.