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Credit Portfolio Associate/Senior Associate

We are looking for an Associate/Senior Associate that is a highly motivated individual with excellent organizational, writing, critical thinking, and quantitative skills to support the Credit Finance team at Generate Capital. Reporting to the Vice President, Credit Finance, this person will support the full range of day-to-day operations activities across Generate Capital’s credit portfolio with an emphasis on operational strategy, financial planning and analysis, fund administration, and related reporting/presentation of key data, findings, and recommendations of these areas.

What you will be doing at Generate Capital as the Associate/Senior Associate

Operational Strategy Development and Implementation

  • Assume day-to-day management in the assessment and identification of needed initiatives within our Credit team operations with an eye toward optimization and improvements
  • Devise, implement and maintain new systems, protocols and/or practices (e.g., onboarding, CRM, optimization, etc.)
  • Communicate with and incorporate feedback from stakeholders across the Generate Capital organization
  • Assist in the scoping, scheduling and execution of internal meetings and briefing sessions on key operational issues, practices, and procedures, including current organizational and industry issues and best practices


Financial Planning and Analysis

  • Work with large financial data sets to perform regular analyses including those related to treasury-management, capital management. Analyses include weekly liquidity, monthly cash flow, monthly management reports, and capital status updates
  • Perform variance analyses
  • Project manage and perform analysis for annual budgeting and quarterly forecasting


Fund Administration and Accounting

  • Support the Vice President, Credit Finance in preparing month-end financial packages
  • Work closely with the Generate Capital Credit team to monitor, analyze, and ensure proper accounting of the credit portfolio. Monitor cash movements in fund accounts (e.g., perform reconciliations and investigations) to identify and resolve breaks
  • Ensure proper internal control measures are met, including to support wires, invoices, and internal and external audit requests
  • Review monthly Net Asset Value determinations and related records to ensure accuracy and proper reporting
  • Analyze requests to modify transactions for impact to fund accounting, investment administration and financial planning and analysis as noted above
  • Monitor portfolio activity (e.g., notices) to ensure complete and organized records for every deal


Candidate qualifications & core characteristics:

  • 4+ years of experience in an investment management, project finance, structured credit, leveraged finance, or related field
  • Prior experience at an asset manager, loan administrator, renewable energy or infrastructure finance firm working in a finance-related or investment operations role
  • Exposure to loan agreements, reading or interpreting lending agreements, and supporting documentation
  • Knowledge of GAAP project accounting and financial concepts. Ability to create and/or adapt financial models to meet financial planning and analysis, or management reporting needs.
  • Outstanding communication and interpersonal skills, including empathy, intuition, and listening
  • Action/results-oriented: able to execute and get desired results, consistently gets things done in a timely and professional manner, honed attention to detail
  • Involve the right people at the right time for optimal problem-solving and decision-making
  • Demonstrated ability to work effectively in a cross-functional team
  • Ability to rapidly learn new concepts with minimal formal instruction
  • High level of self-awareness and humility, with excitement about confronting uncomfortable situations or new challenges
  • Intellectual agility and curiosity, superb analytical skills; problem-solving is your default mode
  • Entrepreneurial spirit: flexibility, comfort with risk and the unknown, recognition that we’re never going to be perfect and that “perfect can be the enemy of the good
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