Overview
This role is a Senior Principal, Debt position on the organization’s Debt Business Management team within Capital Solutions. Reporting to the Head of Debt, the Senior Principal leads a book of debt mandates from IOI through close across the organization’s three debt motions: debt origination, debt advisory, and debt attached to tax equity and preferred equity structures.
The position covers a full range of debt products, including 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 IOI through close as the primary negotiator and senior execution lead, driving lender diligence, structuring, negotiation, documentation, and close to institutional standards
- Own transaction velocity and close rates across the deal book, contributing directly 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, 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 execution ownership at IOI, and provide real-time market and financeability feedback to sharpen 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, or term sheet and documentation standards) in partnership with Structuring
- Help build and standardize repeatable execution processes across debt motions; 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, conferences) in coordination with coverage relationship owners
Requirements
- Bachelor’s degree in Finance, Economics, Engineering, or related field; MBA, JD, or advanced degree a plus
- 10–12+ 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, 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 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
- Healthcare: 100% of premiums for employees (Aetna nationwide and Kaiser in WA and California); subsidize 70% for dependents (total as a group), if relevant
- Dental & vision: 100% of premiums for employees and 50% for dependents (each), if relevant
- Holidays: 10 company holidays per year
- Paid time off: 20 days per year
- 401k: support for a 401k account (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 with work from anywhere in the US and Canada, or work out of optional offices in DC, NYC, and SF. Optional co-working opportunities are also available in Seattle, Denver, Boston, and LA, and beyond.