• Lead the renewable energy vertical of impact-focused family office. Conduct due diligence on investment opportunities primarily within the lower middle-market of infrastructure projects, including: sourcing and screening attractive opportunities amongst funds and direct/co-investments; selecting best-in-class managers; structuring investments; identifying investment partners amongst high-net-worth individuals, family offices, pension funds, and endowments.

• Lead team of analysts to manage investments, including financial modeling, documentation, return optimization, asset sales.• Designed portfolio monitoring tool for quarterly analysis and reporting, including back-testing, training, and implementation.• Created business processes for screening, underwriting, and managing flow-type investments as part of new product introduction.

• Underwrote debt and equity investments, including senior secured loans, LCs, working capital facilities, and cash and structured equity.• Managed end-to-end process for sale of equity interests, including investment committee approvals and negotiating transaction documents.• Managed ownership rights in structured equity investments in distributed generation and utility-scale renewable energy projects.

• Built financial models and developed sensitivities for debt and equity investments across energy sector. • Conducted and coordinated due diligence across internal and external teams to develop investment thesis.• Drafted credit requests and investment committee presentations to support new investment opportunities.

• Modeled investments in sale-leaseback structures for commercial and industrial-scale solar and wind farms.