Vice President, Investment Banking
Location: New York City / San Francisco
Click here for a downloadable version of the job description
CohnReznick Capital Markets Securities, LLC (“CohnReznick Capital”) is an investment bank that delivers the full suite of investment banking advisory services, including M&A, project finance, capital raising and special situations. Since 2008, we have executed more than 235 project and corporate transactions for renewable energy assets, valued at over $35 billion in aggregate.
We are wholly committed to the clean energy transition, and deliver exceptional services for financial institutions, infrastructure funds, strategic participants (IPPs and utilities), and leading global clean energy developers.
Job Description:
At CRC, Vice Presidents are the primary team members overseeing deal execution and training. They must effectively project manage a transaction’s full cycle. They serve as a leader in the firm and manage deals and serve as a mentor. They review and oversee the work of the junior team and ensure impeccable and timely delivery to the client.
Responsibilities:
- Oversees deal execution – Fully understands process, lays out a plan to ensure successful outcome. Regularly leads discussions and provides direction to client management teams, investors, etc. Involved in overall transaction and client strategy. Oversees due diligence, ensures information flow and review is done effectively. Leads internal review of documentation and provides recommendations to legal and client teams for negotiations with counterparties.
- Financial modeling – The last line of defense on models. Review work, identify and solve for issues. Willing to roll up sleeves and dive into the model when necessary, as product must be market and client-ready after VP review. Fully mastery of complex models and all primary tax equity structures including partnerships, inverted leases, and sale-leasebacks. Has fundamental understanding of project and company valuation methodology.
- Manages colleagues – Serves as a mentor, trains and develops the careers of juniors and provides well rounded performance feedback. Helps to drive a positive internal culture and employee morale with juniors as well as with peers.
- Deliverables – Reviews, provides feedback to juniors and ensures high quality deliverables are market and client ready – CIMs, Board materials, etc.
- Business Development – Identifies new/expanded business opportunities through existing deals and network. Shows capability to drive new business for the firm. Works with legal teams to drive collaboration with their firms outside of the current deal.
Qualifications:
- Bachelor’s degree in an analytical field; MBA, CFA or CPA or a related advanced degree desired
- Minimum 6 years of strategic business consulting, valuation, and/or investment banking experience
- Minimum 6+ years of renewable energy industry experience
- Minimum 3+ years of experience with sale leaseback and partnership flip structures and transactions
- Experience with ABC modeling software preferred
- Significant closing experience in an Associate or VP capacity, ensuring appropriate level of transaction experience and expertise. Has gained acumen/experience in multiple types of deals.
Associate, Investment Banking
Location: New York City / San Francisco
Click here for a downloadable version of the job description
Company Overview:
CohnReznick Capital Markets Securities, LLC (“CohnReznick Capital”) is an investment bank that delivers the full suite of investment banking advisory services, including M&A, project finance, capital raising and special situations. Since 2008, we have executed more than 190 project and corporate transactions for renewable energy assets, valued at over $25 billion in aggregate.
We are wholly committed to the clean energy transition, and deliver exceptional services for financial institutions, infrastructure funds, strategic participants (IPPs and utilities), and leading global clean energy developers.
Job Description:
As an Associate, this candidate will work directly with mid to senior level management and report to a VP and Director on typical deal teams as assigned. The Associate/Senior Associate will take the lead on assigned deals and supervise the work produced by the Analysts or Associates. Other responsibilities will include participation in financial and business due diligence; serve as the Engagement Lead on specific client accounts; pre-engagement planning and execution and final deliverable development.
Responsibilities include:
- Create, maintain and review complex financial models and valuation analyses, including DCF, trading comparables, tax equity structures and debt financing
- Manage day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
- Assist clients in due diligence by coordinating the information flow, supervising calls and meetings between the parties, as well as reviewing and analyzing company information
- Work independently, producing high quality deliverables such as Confidential Investment Memorandums, Board materials and other presentation materials for use in tax equity financing and M&A transactions or client pitches
- Design and analyze tax equity structures
- Support due diligence support, including management of the virtual data room
- Provide leadership, mentorship and supervision to Analysts
Qualifications:
- Bachelor’s degree in an analytical field; Master’s preferred with emphasis in Finance, Mathematics, Engineering or Economics
- Must pass SIE, Series 79 and 63 exams within first 4 months of onboarding with firm
- Minimum 2+ years of strategic business consulting, valuation, and/or investment banking experience
- Minimum 2+ years of renewable energy industry experience
- Minimum 2+ years project finance experience
- Strong Microsoft Excel skills
- Financial modeling experience required
- Excellent verbal and written communication skills
- Solid organizational skills and attention to detail with a demonstrated ability to multitask
- Passion for renewable energy