Director/Senior Director, BTM Investments

Posted 13 Days Ago
Be an Early Applicant
2 Locations
Hybrid
195K-300K Annually
Senior level
Financial Services
The Role
Lead origination, structuring, negotiation and execution of behind-the-meter investments in distributed generation, solar, storage, and energy efficiency. Drive full-cycle transactions, perform detailed diligence and advanced financial and tax-equity modeling, coordinate cross-functional partners, present to investment committees, support portfolio and capital markets activities, originate business, and manage and mentor junior team members.
Summary Generated by Built In
 
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 Director or Senior Director with significant renewable financing experience to join our Investment Team in Annapolis, MD or New York, NY.  This individual will be a senior member of the Behind-The-Meter team and will lead origination, structuring, negotiation and execution of sustainability-focused investments in distributed generation, solar, storage and energy efficiency projects.

This role is expected to function as a transaction leader and, at the Senior Director level, as a business lead within assigned markets or client segments. The individual will be responsible for leading multiple complex transactions through the full deal cycle with limited or no oversight, driving internal alignment, leading senior client negotiations, and contributing to market strategy, business development, and team management. Success in this role requires strong commercial judgment, creativity in structuring, deep technical expertise, and the ability to translate market opportunity into executable investment activity.

 

Responsibilities 

Investing Activities 

  • Lead transaction execution and due diligence processes for investments in distributed generation, solar, storage and energy efficiency and related portfolios.
  • Analyze underlying project agreements with a high degree of precision to validate key assumptions
  • Lead structuring of new investments, including development and negotiation of term sheets, key economic terms, and definitive transaction documents
  • Evaluate risk-return characteristics of opportunities using HASI performance metrics and sound commercial judgment
  • Build, review, and direct financial models, including project operating pro formas and portfolio models, to analyze investment opportunities, structure transactions, and assess risk
  • Lead lean deal teams through the full investment process, including initial qualification, client engagement, internal approvals, diligence, documentation, and closing
  • Prepare, review, and present internal investment materials that clearly articulate strategic rationale, economics, governance terms, material risks, and mitigants
  • Lead internal discussions with senior management and investment committees in a composed, concise, and commercially grounded manner
  • Ensure effective cross-functional execution by coordinating with legal, risk, portfolio management, accounting, treasury, and operations partners, with a focus on clear communication and “no surprises”

Portfolio Management and Capital Markets

  • Partner closely with Portfolio Management and Risk Management teams to provide investment expertise that supports commercial decision-making across portfolio assets
  • Support or lead strategic portfolio-related analyses, amendments, restructurings, or follow-on investment opportunities, as needed
  • As needed, lead financing processes for investment-level project finance transactions, including lender/investor engagement, model ownership, due diligence coordination, and support for documentation negotiation
  • Support corporate-level diligence requirements related to underlying project and portfolio investments

Leadership and Management

  • Manage, mentor, and develop junior team members, including providing coaching, day-to-day guidance, and developmental feedback
  • Serve as a role model for strong transaction leadership, collaboration, and sound decision-making
  • Foster an open, transparent, solutions-oriented, and high-performance team environment
  • At the Senior Director level, help drive team priorities, resourcing, workflow, and broader strategic initiatives

 Specific recommended Knowledge and Skills 

  • Portfolio Management and Capital Markets
  • Partner closely with Portfolio Management and Risk Management teams to provide investment expertise that supports commercial decision-making across portfolio assets
  • Support or lead strategic portfolio-related analyses, amendments, restructurings, or follow-on investment opportunities, as needed
  • As needed, lead financing processes for investment-level project finance transactions, including lender/investor engagement, model ownership, due diligence coordination, and support for documentation negotiation
  • Support corporate-level diligence requirements related to underlying project and portfolio investments
  • Leadership and Management
  • Manage, mentor, and develop junior team members, including providing coaching, day-to-day guidance, and developmental feedback
  • Serve as a role model for strong transaction leadership, collaboration, and sound decision-making
  • Foster an open, transparent, solutions-oriented, and high-performance team environment
  • At the Senior Director level, help drive team priorities, resourcing, workflow, and broader strategic initiatives

 

 Education and Prior Experience 

  • Bachelor’s degree from a four-year institution; CFA and/or MBA preferred
  • 12+ years of experience in finance working on renewable energy or infrastructure transactions, ideally with ample exposure to tax equity, project finance, structured debt or equity finance
  • Experience in modelling, involving structured debt and equity investments, including intimate knowledge of tax equity partnership flip and lease models for wind and/or solar assets
  • Strong track record of leading multiple complex transactions through the full deal cycle with limited or no oversight
  • Significant experience structuring and negotiating structured debt and equity investments
  • Advanced financial modeling experience, including structured debt and equity investments, with deep knowledge of tax equity partnership flip and lease models for solar and/or wind assets
  • Demonstrated ability to develop and align views across functions and senior stakeholders to advance new structures, markets, or client opportunities
  • Proven business development and origination experience with top-tier clients, developers, sponsors, and/or financial institutions
  • Experience engaging directly with senior client decision-makers and representing a firm in market-facing settings
  • Prior people management or demonstrated transaction-team leadership experience strongly preferred
  • Proven business development and origination experience with top-tier clients, developers, sponsors, and/or financial institutions

WORK AUTHORIZATION
 
HASI is willing to take over sponsorship for existing H1-B visas for exceptional talent. We are unable to provide new H-1B sponsorship at this time.
 
EEO STATEMENT
 
The Company maintains a policy of non-discrimination in employment and complies with and supports all Federal, state, and local laws regarding discrimination in employment.  Specifically, the Company does not discriminate in employment opportunities or practices against any employee, intern, or applicant on the basis of race, color, gender, sex, sexual orientation, gender identity, religion, ancestry, national origin, age, citizenship status, marital status, pregnancy (including childbirth, lactation, or related medical conditions), mental or physical disability, veteran status, uniformed servicemember status, genetic information (including testing and characteristics), or any other characteristic to the extent prohibited by federal, state, or local law. Decisions regarding staffing, selection, and promotions are made on the basis of individual qualifications related to the requirements of the position.  If you need reasonable accommodation for a job opening, please connect with us at [email protected] and describe the specific accommodation requested for a disability-related limitation. Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process.

Skills Required

  • Bachelor's degree from a four-year institution
  • 12+ years of finance experience on renewable energy or infrastructure transactions
  • Experience modeling structured debt and equity investments
  • Intimate knowledge of tax equity partnership flip and lease models for solar and/or wind assets
  • Significant experience structuring and negotiating structured debt and equity investments
  • Advanced financial modeling experience, including project operating pro formas and portfolio models
  • Strong track record leading multiple complex transactions through full deal cycle with limited oversight
  • Proven business development and origination experience with clients, developers, sponsors, and/or financial institutions
  • Experience engaging directly with senior client decision-makers and representing a firm in market-facing settings
  • CFA and/or MBA
  • Prior people management or demonstrated transaction-team leadership experience
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The Company
HQ: Annapolis, MD
124 Employees

What We Do

HASI (NYSE: HASI) is a leading climate positive investment firm that actively partners with clients to deploy real assets that facilitate the energy transition. With more than $9 billion in managed assets, our vision is that every investment improves our climate future.

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