Analyst, Finance and Capital Markets

This role has a hybrid work arrangement (3 days a week in our NYC office).

Applicants must be authorized to work for any employer in the United States or Canada. We are unable to sponsor or take over sponsorship of any employment-based visas at this time.

Energy storage is the key to unlocking a future where our world is powered by renewable resources. At Convergent Energy and Power, our mission is to make the electrical grid cleaner, more reliable, and less expensive by leveraging state-of-the-art energy storage and distributed generation technologies.

The Analyst, Capital Markets plays a key role in supporting Convergent’s capital raising and financial operations across HoldCo / Mezzanine financing, non-recourse project financing, tax equity, and asset valuation. This position is responsible for maintaining robust valuation methodologies and managing deal execution from initial evaluation through financial close. By collaborating closely with internal teams and external stakeholders, the Analyst ensures efficient processes and optimal financing outcomes. This role directly contributes to the strategic expansion of Convergent’s energy storage portfolio.

This is an individual contributor role and therefore does not have any direct reports.

What You’ll Do

Capital Raising and Transaction Management (60%)

o   Support capital raising activities including HoldCo / Mezzanine financing and non-recourse project financing such as debt (e.g., construction loan, term debt, back leverage), leases and tax equity for renewable energy  battery storage, and other energy-related technology development projects.

o   Assist the deal captain to coordinate internal and external tax, accounting, and legal teams to develop appropriate transaction structures specifically related to tax-incentivized financing (utilizing expertise in capital accounts, basis, depreciation) and debt financings

o   Assist with the deal-closing process, including coordinating reviews and approvals across multi-functional teams, to bring transactions to financial close under tight timeframes.

Financial Modeling and Analysis (20%)

o   Prepare and analyze financial models to evaluate the economic feasibility of energy storage and solar-plus-storage projects.

o   Support debt and tax equity transactions through modeling, due diligence, maintaining an accurate and robust virtual data room

o   Maintain and update standard financial models and tools to improve efficiency and accuracy.

o   Support Capital Markets, management, and other teams by providing accurate financial analysis, including economic merits and risks, for both transaction and project decision making.

Collaboration and Support (20%)

o   Partner with deal captain, accounting, tax to implement hedging and other risk management strategies to mitigate embedded currency, rates, and commodity risks.

o   Contribute to strategic recommendations to senior leadership to optimize financing structures and portfolio growth.

o   Serve as a key liaison between internal teams (development, project execution, procurement, legal, tax, accounting, asset management) and external stakeholders (independent engineer, insurance / market consultants, insurance brokers, and appraisers), to align transaction objectives and proactively manage risks

o   Identify and implement process improvements to enhance transaction efficiency and cross-functional collaboration

Requirements

Required Qualifications

o   Bachelor’s degree in finance, business, economics, STEM (computer science, engineering, etc.), or a related quantitative field.

o   1-3 relevant internships.

o   Beginner proficiency in Microsoft Excel for financial modeling.

o   Basic understanding of discounted cash flow (DCF) analysis and financial principles.

o   Working competence with Outlook, Word, and PowerPoint to prepare financing marketing materials including teasers, (Confidential Information Memorandum) CIMs, and other internal committee memos.

o   Strong ability in external facing and internal cross-departmental settings.

o   Strong attention to detail to ensure accuracy in deliverables.

o   Ability to collaborate effectively with cross-functional teams.

o   Strong written and verbal communication skills.

o   Capacity to prioritize tasks and meet deadlines in a fast-paced environment.

o   Proactive approach to managing assigned responsibilities.

o   Alignment with Convergent’s mission and values : Continuous Improvement, Diversity Equity and Inclusion, Ethical Governance, Safety, Sustainability, Collaboration, Ownership, Resilience, and a strong interest in the Clean Energy Transition.

o   10% of time spent traveling for team events, company-wide meetings, trade shows, industry conferences, and meeting with external bankers, investors, lawyers, and consultants.

Preferred Qualifications

o   1-2 years of professional experience.

o   Experience with storage and renewable energy projects, and energy markets.

o   Experience with financial modeling and discounted cash-flow analysis or experience in management consulting covering industrial, energy or power markets.

o   Ability to analyze and work with large datasets.

Benefits

We're dedicated to fostering a welcoming and inclusive culture that prioritizes the safety and well-being of all our clean energy professionals. We embrace and learn from our diverse backgrounds, encouraging open dialogue and growth. Through resources like our active Employee Resource Groups, DEI Working Group, and comprehensive training and workshops, we're continuing to build a supportive community that celebrates the convergence of our identities.

Our priority is to ensure that every team member feels valued and supported to have a healthy balance between work life and personal life. We believe a full life outside of the office makes for a happier, healthier team. We support that by offering robust benefits such as but not limited to, the following :

• Medical, Dental, and Vision insurance
• Vacation, Sick, and Volunteer days
• 401K with an employer safe harbor match
• Special Vendor Discounts on programs for :
• Identity theft and fraud prevention

Base Salary Range : $$70,000-$85,000; Salary Commensurate with Qualifications and Experience.

We encourage people from minority or marginalized groups to apply. If you don’t meet 100% of the above qualifications, but see yourself contributing, please submit an application.

Convergent is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, height, weight, or any other characteristic protected by applicable laws, regulations, and ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements in the country where we operate. If you need assistance and / or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to talent@convergentep.com