Senior Analyst, Investment – North America

Guest Author


Website Generate Capital

We are looking for a highly analytical, hard-working and self-directed individual who is excited by the opportunity to work closely with the firm’s Investment Team to evaluate, structure and execute transactions. The Senior Analyst, Investment Team is a results-oriented person, passionate about the type of work Generate is doing, and looking to apply their experience to help scale a growing business and drive critical internal initiatives.

What you may do at Generate Capital as a Senior Analyst on the Investment Team:

  • Conduct due diligence on portfolios of infrastructure assets and resource efficiency companies utilizing financial statements, original and third-party research, and market data
  • Create and adapt sophisticated financial models for pricing, forecasting, and operating purposes
  • Analyze financial information relating to specific investments, g. operating results, profit and loss, balance sheet and cash flow statements to determine how a portfolio and/or organization is positioned to deliver for investors
  • Support the preparation of investment memoranda and recommendations to Generate’s investment committee
  • Prepare formal presentations, reports, and related project assignments, assembling data from multiple sources
  • Support the due diligence and execution of tax equity, debt, and other financing
  • Support business development and ongoing relationship management with partners
  • Maintain documentation and contribute to reporting on Generate’s key performance indicators
  • Stay up to date on market developments and new technologies

Candidate qualifications & core characteristics:

  • A demonstrated passion for, or commitment to, our mission
  • 1-2 years of relevant experience in investment banking, management consulting, private equity investing, or similarly highly analytical and demanding roles with a focus on rigorous financial modeling
  • Outstanding communication and interpersonal skills, including empathy, intuition, and listening as well as strong writing, editing, and basic design skills
  • Experience performing due diligence, financial analysis, and executing transactions, ideally in resource efficiency investments
  • Experience synthesizing and clearly communicating findings of analyses in written memos and presentations to internal and external audiences
  • Proven ability to balance multiple assignments while executing high quality, timely, and accurate work product
  • Ability to operate autonomously and meet high expectations with minimal guidance
  • Demonstrated ability to work well in a dynamic and fast-paced, rapidly changing environment
  • High level of self-awareness and humility, with excitement about confronting ambiguous situations and new challenges
  • Intellectual agility, curiosity, and creativity; problem-solving is your default mode

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