logo inner

Associate, Portfolio Finance

Generate CapitalSan Francisco, California, United StatesOnsite
This job is no longer open

Generate seeks organized and detail-oriented collaborators who are ready to roll up their sleeves. This position will hold a high standard of accuracy and timeliness in executing asset financings, delivering financial models, maintaining information systems and reporting on Generate’s portfolio of investments. The Associate will communicate thoughtfully and deliberately inside and outside the organization, working cross-functionally with Generate investment, finance, legal and other teammates and various third parties. They will adeptly use financial and enterprise software to proactively seek answers to Generate and its stakeholders’ questions. This role is a great fit for those who seek to impact the performance of Generate’s solar portfolio through an analytical and highly dynamic role.  

What you will be doing at Generate Capital as an Associate, Portfolio Finance:


  • Lead the external debt and tax equity facilities funding/tranche execution and ongoing maintenance
  • Manage transaction workstreams through data room preparation and coordination with internal and external parties to ensure timely and accurate third party deliverables.
  • Adapt, audit, and maintain financial forecasts including Excel models for solar assets, tax equity instruments, and debt instruments
  • Ensure regulatory certifications and approvals are achieved and in accordance with industry standards
  • Diligence funding requests and work with Treasury to manage wire processes
  • Measure and report to management progress and forecasts against Generate’s key performance indicators
  • Coordinate with FP&A, Accounting and Treasury departments including execution communication and ongoing requests/reconciliations
  • Work with Generate’s Data & Technology team to contribute to the development of information systems related to the above

Candidate qualifications & core characteristics: 


  • A demonstrated passion for, or commitment to, our mission
  • Adept at working independently in a high-growth and/or fast-paced environment with a dynamic set of responsibilities
  • 2-4 years of relevant work experience, including but not limited to structured investments, financial planning & analysis, accounting, audit or finance
  • Ability to audit, evaluate, adapt and, with assistance, build cash and GAAP financial models for infrastructure assets, preferred equity instruments, and debt instruments
  • Experience in renewable energy finance or asset management is strongly preferred
  • Strong proficiency in data analysis in Excel and PowerPoint
  • Experience communicating thoughtfully to identify constructive solutions and to support the execution of cross-functional projects
  • Unimpeachable integrity and glowing references
  • Outstanding communication and interpersonal skills, including empathy, intuition, and listening as well as strong writing, editing, and basic design skills.
  • High level of self-awareness and humility, with excitement about confronting uncomfortable situations or new challenges
  • Intellectual agility, curiosity, and creativity; problem-solving is your default mode
  • Entrepreneurial spirit: flexibility, comfort with risk, recognition that “perfect can be the enemy of the good”

Generate’s compensation packages are dependent on the facts and circumstances of each case. Salary decisions take into account a wide variety of factors including, but not limited to: skill sets, experience and training, licensure and certifications, geographic location, and other business and organizational needs. A reasonable estimate of the base salary range for this role is $109,500 - $125,000. In addition, the compensation package may include a discretionary bonus and other benefits, including health care benefits, retirement benefits, benefits permitting paid days off (including sick leave, parental leave, and paid time off or vacation benefits), and other benefits that must be reported for federal tax purposes.

It is not typical for an individual to be hired at the top of this range. Generate Capital is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state, or local laws.#LI-Hybrid

This job is no longer open

Life at Generate Capital

Generate is an investment and operating platform that builds, owns, operates, acquires and finances innovative resource infrastructure. Based in San Francisco, California, Generate Capital was founded by several leading entrepreneurs and financiers in the renewable energy, technology, finance and sustainability sectors. It serves as the capital partner for project developers and technology manufacturers within the Resource Revolution - doing more with less of our critical resources like energy, water, food and materials.
Thrive Here & What We Value1. Equal opportunity employer2. No discrimination against otherwise qualified applicants on the basis of protected characteristics3. Compensation packages depend on individual circumstances4. Emphasis on strong processes and efficiency5. Passionate about work type6. Commitment to scaling a growing business7. Entrepreneurial spirit with flexibility, comfort with risk8. Intellectual agility, curiosity, and creativity9. It is not typical for an individual to be hired at the top of salary range
Your tracker settings

We use cookies and similar methods to recognize visitors and remember their preferences. We also use them to measure ad campaign effectiveness, target ads and analyze site traffic. To learn more about these methods, including how to disable them, view our Cookie Policy or Privacy Policy.

By tapping `Accept`, you consent to the use of these methods by us and third parties. You can always change your tracker preferences by visiting our Cookie Policy.

logo innerThatStartupJob
Discover the best startup and their job positions, all in one place.
Copyright © 2024