Analyst / Sr Analyst - Investor Coverage & Capital Markets

INTRODUCTION

Generate Capital is hiring an Analyst / Sr Analyst to support Investor Coverage as part of our Capital Markets team. This team is responsible for leading and managing the company’s capital formation activities, capital structure, investor relations, and capital markets relationships. The Analyst / Sr Analyst will work with the Principal, Investor Coverage to support relationship management with current and prospective investors related to a variety of different corporate and project-level equity capital raises, the optimization of the company’s capital stack and cost of capital.

ABOUT GENERATE CAPITAL

Generate Capital has emerged as a leader in the high-growth sustainable infrastructure market, having built a highly differentiated investment and operating platform with a track record of strong risk-adjusted returns and significant, long-term institutional investor support.  The objective of our infrastructure business is to deliver the most affordable, reliable, and sustainable resource systems to customers. 

The last several decades have ushered in a dramatic rise in demand for natural resources like energy, water, food, and materials. We invest in what McKinsey is calling the “Resource Revolution:” doing more with less of our natural resources. Thanks to these increasingly mature resource-related technologies, distributed, networked infrastructure is the most cost-effective and reliable way to produce critical resources (energy, food, water, materials). We believe that we can solve the world’s most pressing resource issues — and we don’t need to reinvent the world to do so.  We need to rebuild it. While some focus on finding new and revolutionary tools, we rebuild resource systems with the high-impact, economic, and proven solutions we have today.

Up until now, new energy asset finance (a $300B annual market) has been dominated by larger-scale projects that tend to attract traditional capital sources. Generate Capital, on the other hand, is focused on being a capital partner to pioneering project developers and solution providers that are typically overlooked by traditional financiers for a variety of reasons: asset size, underwriting complexity, project duration and perceived risk. As a long-term investor with truly permanent capital, Generate Capital is the only credible long-term partner for these pioneers and the best infrastructure provider for these resource customers.

With a $10B pipeline of projects, completed transactions totaling over $2.5B and a utility-like, pay as you go model (which we call Infrastructure-as-a-ServiceTM), Generate Capital has quickly established itself as a leader in the enormous markets of distributed energy, mobility, and water and waste management.

What you can expect from us:

• The ability to truly “do well by doing good”; indeed, we really are changing the world
• An opportunity to help build a cutting edge, values-driven organization that is leading the Resource Revolution and redefining the economics of distributed, sustainable infrastructure
• The integration of our values – integrity, collaboration, excellence, intellectual honesty, and accountability – at all levels and with our many stakeholders
• An opportunity for entrepreneurship and leadership in building out and managing the company’s operational infrastructure and the teams to support it
• A commitment to your professional development, ongoing learning opportunities, and overall growth as a person
• The ability to work with a team with decades of collective experience financing and managing billions of dollars of sustainable infrastructure, leading successful startups, and growing great people
• Competitive pay and benefits

ABOUT YOU

You are a highly systematic, organized, hard-working and self-directed individual who is also a good communicator and is excited by the opportunity to work closely with the firm’s Capital Market’s team to support Investor Coverage. You enjoy building internal and external relationships, understand infrastructure equity capital raising processes, and enjoy tracking the infrastructure investment private capital market.   

What you will be doing at Generate Capital as an Analyst / Sr Analyst: 

• Work as part of a small team as an integral part of investor coverage planning and execution
• Support regular and ad hoc investor meetings, calls, non-deal roadshows and investor coverage events. This includes researching investors, planning and scheduling interactions, preparing background materials, note-taking, capturing key information and coordinating post-interaction follow-up
• Work with our Communications team and Investor Coverage lead to plan, organize, and create external content for non-deal roadshows and thought leadership pieces
• Manage data on equity investors, track interactions, capture trends and prepare reports for management
• Support the Investor Coverage process in future equity raises, helping to coordinate investor outreach, manage the NDA process and track investor progress throughout the equity raise process
• Work with the Investment team and others to collect information on current and prospective Generate investments, as well as the associated external equity needs
• Work with the Investor Relations team to gather insights on existing investors and the performance of Generate’s portfolio of assets under management
• Track investor activity in the infrastructure private equity market, globally. Identifying new prospective investors and monitoring for key changes concerning existing investors
• Keep up with relevant industry trends and information through research reports, external database analysis and industry press
• Over time, progress to covering a subset of clients directly where you would manage the relationship, learn their investment needs, and introduce Generate investment opportunities

Candidate requirements and qualifications:                                                                                                                        

Requisite Traits                                                                                                                                                                                                                                                

• Strong work ethic and commitment to a high standard of excellence
• Superb analytical, communication and presentation skills
• Detail orientation and meticulousness with an uncompromising desire for timeliness and accuracy of data
• Proven ability to balance multiple assignments and manage quality, accuracy, and consistency of each work product
• Ability to operate autonomously and exceed expectations despite minimal guidance
• Entrepreneurial spirit: flexibility to do whatever it takes and ability to succeed in ambiguous situations
• Proven ability to manage large workloads to meet strict deadlines
• Ability to synthesize and clearly communicate findings of analyses
• Resourceful and creative in approach to research and problem-solving
• Superior interpersonal skills
• Intellectual agility and curiosity
• Ability to work well in a dynamic and rapidly changing environment
• Proven ability to work with diverse groups of people in challenging and complex endeavors
• Unimpeachable character, strong values orientation, and a cultural fit with a rapidly growing investment firm

Qualifications                                                                                                                                                                                        

• 1-3 years of relevant infrastructure industry experience with a strong preference for work in investment banking, project finance, management consulting, or private equity with exposure to client communication and/or sales
• 1-3 years of finance experience and an understanding of financial statements and projections
• Bachelor’s degree with high academic achievement a plus
• High proficiency with Microsoft Office Suite, especially Excel and PowerPoint. Proficiency with SalesForce or similar relationship management software platform a plus
• Experience with fundraising or other capital raising processes a plus
• Experience managing projects from start to finish
• Strong references from prior employers and peers

This position will ideally be based in our San Francisco office, but could potentially be based in our New York or Washington DC offices.

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.