Senior Manager, BTM Investments

About HASI

HASI is an investor in sustainable infrastructure assets advancing the energy transition. With more than $17 billion in managed assets, our investments are diversified across multiple asset classes, including utility-scale solar, storage, and onshore wind; distributed solar and storage; RNG; and energy efficiency. We combine deep expertise in energy markets and financial structuring with long-standing programmatic client partnerships to deliver superior risk-adjusted returns and measurable environmental benefits. HA Sustainable Infrastructure Capital, Inc. is listed on the New York Stock Exchange (Ticker: HASI). For more information, please visit hasi.com .

Position Summary

HASI is currently seeking a Senior Manager with renewable financing experience to join our Investment Team in Annapolis, MD or New York, NY. This individual will work on the Behind-The-Meter team and will support origination, structuring, negotiation and execution of sustainability-focused investments in distributed generation, solar, storage and energy efficiency projects.

This role is intended for an experienced deal professional who can execute multiple transactions through the full deal cycle as a key member of the deal team, either independently on certain transactions or with Director oversight on more complex opportunities. The Senior Manager will be expected to lead core execution workstreams, own and review financial modeling, contribute to client interactions and negotiations, prepare internal investment materials, support market and business development efforts, and help mentor junior team members.

Responsibilities

Investing Activities

Lead or support transaction execution and due diligence processes for investments in distributed generation, solar, storage, energy efficiency, and related portfolios

Analyze underlying project agreements and other diligence materials with a high degree of precision to validate assumptions and identify risks

Lead or support transaction structuring, including development of term sheets and review or negotiation of transaction documents

Build, own, and manage financial models, including project operating pro formas and portfolio models, to analyze investment opportunities, structure transactions, and evaluate associated risks

Serve as a primary execution resource on transactions, coordinating workstreams from initial qualification and internal underwriting through diligence, documentation, and closing

Prepare and review internal transaction materials that clearly summarize strategic rationale, economic terms, governance considerations, material risks, and mitigants

Coordinate with internal stakeholders across legal, risk, portfolio management, accounting, and operations to support efficient execution

Help ensure transaction processes are well managed, issues are surfaced early, and internal stakeholders are kept informed

Business Development and Market Support

Support pipeline development and client acquisition efforts focused on building repeat and programmatic relationships

Participate in client meetings, conferences, industry events, and trade associations as part of HASI’s market presence and origination efforts

Contribute to market assessments, opportunity screening, and strategic analyses related to sector growth and new investment themes

Assist in evaluating market size, competitive dynamics, customer demand, pricing expectations, and relevant regulatory or policy developments

Work closely with senior team members to help advance new opportunities from initial engagement through screening and execution

Portfolio Management and Capital Markets

Work closely with Portfolio Management and Risk Management teams to provide investment support for existing portfolio assets

Assist with strategic analyses, follow-on opportunities, amendments, waivers, or other portfolio-related matters, as needed

As needed, support financing processes for investment-level project finance transactions, including financial model ownership, due diligence support, and coordination of documentation-related workstreams

Liaise on corporate due diligence requirements related to underlying project and portfolio investments

Team Leadership and Development

Mentor and help develop junior team members, including Analysts and Associates, through day-to-day coaching and review of work product

Act as a go-to execution resource and collaborative team member within the deal process

Support training of newer team members and contribute to a strong, team-oriented culture

Specific Knowledge and Skills

Strong Excel and financial modeling capabilities, with demonstrated experience building and managing complex investment models

Strong transaction execution skills, including diligence management and coordination of third parties through closing

Ability to identify both detailed and broader transaction issues and communicate implications clearly

Sound judgment and decision-making skills in evaluating investments and managing execution processes

Strong written and verbal communication skills, including ability to present ideas clearly to deal teams and management

Strong interpersonal skills and ability to work effectively in a fast-paced, innovative, and entrepreneurial environment

Action-oriented self-starter with strong collaboration skills and attention to detail

Ability to manage multiple priorities and adapt quickly as business needs evolve

Familiarity with project finance structures and transaction documentation

Dependable, proactive, and able to work independently while escalating issues appropriately

Education and Prior Experience

Bachelor’s degree from a four-year institution; CFA and/or MBA preferred

8+ years of experience in finance in the renewable energy sector, ideally including tax equity, project finance, investment banking, structured debt or equity finance

Strong experience in financial modeling for structured debt and equity investments, including knowledge of tax equity partnership flip and lease models for solar and/or wind assets

Demonstrated ability to execute complex transactions through the full deal cycle, either as a lead execution resource or with senior oversight

Experience negotiating transaction structures and key deal points with clients and counterparties

Demonstrated ability to identify key transaction issues, assess impacts, and propose practical solutions

Strong track record of collaborating across functions to drive transaction execution

Experience in distributed generation, storage, energy efficiency, or related sustainable infrastructure sectors preferred