Investment Banking Associate

full time position

The Investment Banking Associate will be responsible for supporting tax-equity, debt, and corporate capital raises and project M&A mandates, primarily for solar energy projects but also those involving energy storage, wind, hydro, landfill natural gas, and other renewable energy technologies. Successful candidates will be self-motivated, capable with financial modeling and structuring, and easy to work with.


  • Project finance modeling in MS Excel
  • Tax equity structuring (partnership flip, inverted lease, sale leaseback)
  • Debt structuring (back-levered, front-levered, mezzanine)
  • Financial analysis and valuations
  • Investment memoranda preparation
  • Generate client proposals
  • Other responsibilities as they arise


  • Bachelor’s degree
  • At least two to five years of experience with financial models and financial structures
  • Quantitative aptitude with financial modeling experience (MS Excel)
  • Willing to pass FINRA Securities Industry Essentials (SIE) exam as well as series 79 and 63 securities exams
  • Aptitude for problem-solving and detail orientation
  • Ability to work remotely and independently


  • Competitive base salary
  • Bonus opportunity, commensurate with company success


  • Position located in downtown San Francisco, CA
  • Travel may be required