Quick Overview
Seniority
Mid Senior
Employment type
Full Time
Work mode
Hybrid
Location
Cos Cob, CT, United States
Posted
3 days ago
Due DiligenceFinancial AnalysisFinancial ModelingM&AUnderwriting
Job Description
Associate, Principal Investments
Overview:
A leading energy-focused organization is seeking a Senior Analyst or Associate to join its principal investing team. The group deploys its own balance sheet capital across energy, power, infrastructure, natural resources, and energy transition opportunities through a variety of investment structures, including acquisitions, growth investments, joint ventures, and structured capital solutions. This role offers exposure to the full investment lifecycle and is ideal for a candidate looking to develop deep transaction experience within a lean, entrepreneurial environment.
Key Responsibilities:
- Build and maintain detailed financial, valuation, and scenario models to support investment underwriting and decision-making.
- Conduct market, industry, asset, and counterparty due diligence, assessing commercial, operational, financial, and regulatory considerations.
- Prepare investment committee materials, investment memoranda, presentations, and other transaction-related analyses.
- Support transaction execution from evaluation through closing, including coordination of advisors and management of diligence processes.
- Analyze potential investments across energy, infrastructure, natural resources, and real asset sectors.
- Monitor portfolio investments through performance reporting, valuation updates, budget tracking, and financial analysis.
- Work closely with internal stakeholders to evaluate opportunities and understand the commercial drivers supporting investments.
- Screen new opportunities, maintain transaction pipelines, and support broader origination efforts.
Qualifications:
- 2-5 years of experience in investment banking, private equity, infrastructure investing, corporate development, transaction advisory, or a related field.
- Strong financial modeling, valuation, and accounting skills with the ability to build models from the ground up.
- Experience supporting M&A, capital raising, strategic investments, or other transaction-oriented work.
- Interest or experience within energy, power, infrastructure, natural resources, or other real asset sectors preferred.
- Strong written and verbal communication skills, with the ability to synthesize complex information into concise investment recommendations.
- Detail-oriented, highly organized, and comfortable working in a lean, fast-paced environment with significant responsibility.
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