Overview
This role is a senior deal leadership position on the organization’s Debt Business Management team within Capital Solutions. Reporting to the Head of Debt, the Principal, Debt leads a book of debt mandates from IOI through close across three debt motions: debt origination, debt advisory, and debt attached to tax equity and preferred equity structures.
The scope spans construction, term, and back-leverage facilities; tax equity and credit bridge loans; equipment financing; and green bonds and securitization. The role is designed for a builder who can thrive in a fast-paced, high-growth environment and drive results through lender diligence, structuring, negotiation, documentation, and close.
Responsibilities
- Lead a book of debt mandates from IOI through close as the primary negotiator and senior execution lead, including:
- lender diligence
- structuring and negotiation
- documentation
- closing to institutional standards
- 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; present transactions to Credit Committee with rigorous analysis of credit quality, structural terms, risks, and mitigants
- Lead deal teams of junior team members, including:
- staffing transactions
- reviewing underwriting, diligence, and financial models
- 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 drivership of execution at IOI
- provide real-time market and financeability feedback to improve sourcing
- Partner with Investments on the TE/preferred-equity attach motion, including:
- sourcing and pricing competitive debt within agreed turnarounds
- delivering 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, or term sheet and documentation standards) in partnership with Structuring
- Help build and standardize repeatable execution processes across debt motions, driving 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
- Proven 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
- intercreditor arrangements
- 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 team members’ underwriting and modeling work
- Exceptional negotiation and relationship skills with developers, lenders, and investors; 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
Preferred Qualifications
Compensation & Benefits
- Compensation: $300,000s - $500,000s, depending on years of exp. & revenue scope, not inclusive of equity value
- Stock options in a rapidly growing company
Benefits include:
- Healthcare:
- 100% of premiums for employees
- multiple plans (Aetna nationwide; Kaiser in WA and CA)
- subsidize 80% for dependents (total as a group), if relevant
- Dental & vision:
- 100% of premiums for employees
- 80% for dependents (each), if relevant
- Family forming & fertility support
- Parental leave:
- 16 weeks for birthing parents
- 12 weeks for non-birthing parents
- Holidays: 10 company holidays per year
- Paid time off: 20 days per year
- 401k: account fees supported
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 in Seattle, Denver, Boston, LA, and beyond.