CareerPlan

Investment Asso//Senior Analyst

Cos Cob, CT, USFull-time2026-10-26 → 2026-11-09

Core

Associate supporting principal investing team in deploying balance sheet capital across energy, power, infrastructure, natural resources, and energy transition opportunities via acquisitions, growth investments, and joint ventures.

Role type

Associate, principal investing team

Builds

Acquisitions, growth investments, joint ventures, and structured capital solutions

Domain

Energy, Power, Infrastructure, Natural Resources, Energy Transition

Required skills

Financial modeling, Valuation, Accounting, M&A support, Capital raising support, Strategic investment analysis, Transaction execution, Due diligence, Investment committee materials, Portfolio monitoring, Origination support

Preferred skills

Energy sector experience, Infrastructure experience, Natural resources experience, Real asset sector experience

Technologies

N/A

Responsibilities

Build and maintain detailed financial, valuation, and scenario models for investment underwriting. Conduct market, industry, asset, and counterparty due diligence. Prepare investment committee materials, memoranda, and presentations. Support transaction execution from evaluation through closing. Analyze potential investments across energy, infrastructure, and real asset sectors. Monitor portfolio investments through performance reporting and valuation updates. Screen new opportunities and maintain transaction pipelines.

Seniority

Associate (2-5 years experience)