The Senior Investment Officer (SIO) is a highly seasoned lender capable of working autonomously to originate and execute the most complex commercial and international limited recourse Project Finance loans. SIO undertakes all tasks required to process transactions from initial review through due diligence structuring, approval, documentation, closing, and funding.
Scope of work includes conducting in-depth analyses of a business venture and its risks to determine the market, financial, economic, technical, legal, and political viability of the project and related participants such as shareholders, contractors, host governments, or off-takers.
To assess creditworthiness, SIO analyzes project and key party historical and pro-forma financial data, relevant industry and market factors, project contracts, legal and regulatory frameworks, foreign currency risks, security for loan and host country support for project. Based on the foregoing, SIO develops financial models, project projections and proposed loan terms, drafts comprehensive loan proposals, obtains internal policy clearances and presents to relevant committees for approvals.
SIO negotiates loan terms, financing, and security documents for projects with shareholders and clients. SIO performs all tasks to ensure financial closing and compliance with funding requirements and to effect disbursement.
1. Ability to perform in-depth credit and risk analysis of complex limited recourse project financings, including analysis of financial statements, electronic financial models (the development and manipulation of), market/industry factors, contracts, legal and regulatory regimes, host country obligations, foreign currency issues, and collateral.
2. Ability to structure limited recourse project financings to optimize credit and mitigate risks through project/ownership configuration, loan terms, contracts, and security packages.
3. Ability to document due diligence findings, develop recommendations, draft and present comprehensive loan proposals and obtain approvals.
4. Ability to negotiate to close complex financing, commercial and legal documentation for project financings with senior-level project participants, including host governments.
5. Ability to structure, negotiate, document, and close complex international project financings.
Bachelor's Degree in Business, Accounting, Finance, Economics, or an equivalent combination of education and experience. Minimum of six years as an analyst in a financial analysis or planning environment. Demonstrated ability to interpret financial statements. Experience in performing NPV and capital recovery analysis as well as financing requirement calculation. Demonstrated good understanding and experience in capital structure targets and cost of capital calculations.
Excellent interpersonal, leadership, and oral and written communications skills are required. Demonstrated ability to complete assignments within tight time constraints. Requires successful candidate to demonstrate high proficiency in Excel, as well as good working knowledge of Access, Word, and PowerPoint. Successful candidates should also have demonstrated experience in financial modeling, income tax calculations, capitalized costs and allocated costs.
Degree: MBA/MA/MS. Graduate degree in Business Administration and/or an advanced professional designation such as CPA or CFA. Experience in performing utility financial planning and revenue requirements analysis, cash flow analysis, and usage of a financial planning model. Working knowledge of Data Base (Access, Oracle, SAP/BW) and HSF (Hyperion Strategic Finance) is a plus.
The primary responsibility is to perform financial and capital recovery analysis for Southern California and Mexico. The successful candidate will perform various financial analyses on capital recovery-related projects and be responsible for analyzing the supporting data for the corporate financial forecast. The analyst will be responsible for maintaining, as well as, developing various financial models using Excel, Access, and HSF.
The analyst will need to learn the HSF modeling system as well as become familiar with supporting spreadsheets and other sources of data from Business Units and other departments within the company. The analyst will prepare various analyses to support pro forma financial statements that could be presented or submitted to the companys financial or senior executives, potential creditors, credit rating agencies, or regulatory agencies.
The nature of these forecasts may be to analyze the financial impact of regulatory strategies or requirements, taxable income, capital expenditures, financing plans, mergers and acquisitions, divestitures, energy costs, and sales.
Because different scenarios or versions may be in effect at a given time, the analyst will act as the contact person with other business units for data gatherings and must keep track of large amounts of data and insure the consistency and integrity of the assumptions and information used.