Senior Principal, Industry Coverage & Advisory (Manufacturing & Clean Tech)

Overview

The organization is seeking a Senior Principal for the Industry Coverage & Advisory team, with a focus on covering Manufacturers and Clean Tech clients.

Industry Coverage is responsible for building relationships and advising developers, IPPs, utilities, manufacturers, and sponsors on capital structure and formation across debt, tax equity, tax credits, and future financial products.

Responsibilities

• Maximize opportunities and client value within the coverage universe
• Build enduring relationships at senior and executive levels
• Serve as an expert and thought partner to clients on market trends
• Win mandates across the organization’s product lines, including debt, tax credits, and tax equity
• Advise clients on capital structure and capital formation strategy
• Support clients through transaction execution in conjunction with relevant product groups
• Ensure clients experience maximum value from the software and Intelligence platforms
• Collaborate with product groups (tax equity, debt, tax credits) to develop new offerings
• Iterate with software and AI teams based on customer feedback
• Engage with the market through public speaking opportunities and webinars
• Contribute to the development of Market Intelligence and intellectual property

Requirements

• 10–15+ years of experience in power & utilities or renewables finance
• Significant transactional experience across some mix of debt, equity, M&A, tax equity
• Relationships with senior stakeholders at leading Manufacturing and Clean Tech (Series B+) companies
• Expert in clean energy & infrastructure capital markets
• Motivated by hitting goals and supporting clients
• Natural relationship builder
• Thrives in high-ownership environments
• Team-oriented and contributes to team culture
• Highest ethical standards
• Ambition to help make capital markets for the clean economy more liquid and efficient, including through novel technologies like AI
• Willing to travel up to 25% of the time
• FINRA SIE, Series 79 and 63 required or willingness to obtain under the organization’s broker-dealer sponsorship

Preferred Qualifications

• Investment banking coverage experience
• Experienced clean tech venture capital background

Compensation & Benefits

• Total cash compensation: $300,000s–$500,000s, depending on years of exp. & revenue scope, not inclusive of equity value
• Opportunity to exceed bonus targets based on team and individual performance
• Stock options in a rapidly growing company

Benefits:

• Healthcare: 100% of premiums for employees (Aetna nationwide; Kaiser in WA and California) and subsidize 80% for dependents (if relevant)
• Dental & vision: 100% of premiums for employees and 80% for dependents (each), if relevant
• Family forming & fertility support
• Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents
• Holidays: 10 company holidays per year
• Paid time off: 20 days per year
• 401k: account fees supported by the organization

Location

• Remote-first operating model: work from anywhere in the US and Canada
• Optional offices: DC, NYC, and SF
• Optional co-working opportunities in: Seattle, Denver, Boston, and LA (and beyond)

Equal Employment Opportunity

The organization provides equal employment opportunities to all applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law.