| Job Description: |
This individual will research, develop, evaluate, and present competitive/market opportunities synchronous with SEF mission and make recommendations to the Director of Technical Services. They will also advise the Director of Technical Services on key planning issues, strategies and opportunities, as well as prepare monthly, quarterly, and annual reports outlining mission accomplishments with respect to financial contributions, disbursements and energy related metrics developed in each project.
Essential Job Functions:
The role of Project Related Investment Analyst is to:
* Process applications and inquiries for prospective leases, loans and investments.
* Work with Director of Technical Services in the financial modeling of each PRI transaction as well as in the due diligence process.
* Evaluate proposed program related investments as to fit within mission and fund objectives and determine if goals and objectives are measurable and achievable.
* Perform sufficient due diligence and analysis to determine feasibility of appropriate financial vehicle for each project and if appropriate, the ability for a rational return to the fund in the form of loan repayment dividends, or other value added propositions. This activity includes meeting prospects, key management team, and supporting personnel such as accountants, principals, and other investors and consultants in obtaining credit information, financial reports and professional references.
* Work with outside counsel and prepare loan and investment documentation as well as term sheets, amortization schedules, and all necessary documentation that comply with fund standards and complete all legal agreements that reflect those offerings.
* Document the exit strategy for each transaction.
* Update and maintain credit files and grant files and report status of each of the open and closed projects.
* Handle complaints and resolve them.
* Recommend credit policies, procedures, standards in conjunction with the Director f Technical Services and the President.
* Train, supervise, and monitor personnel assigned to support these activities.
* Prepare or obtain a metrics analysis on investment projects to insure that anticipated documented energy generation or conservation is achieved.
* Collect on delinquent accounts and refer accounts for legal action.
· Continue to monitor all potential PRI projects and report monthly on their activity and status.
In addition to the essential functions listed above, the employee is expected to exercise honesty, integrity, and respect with all clients and co-workers; maintain a professional appearance and demeanor; demonstrate a positive attitude; communicate effectively with co-workers and clients; work with accuracy, efficiency, and attention to detail; respect the work environment and keep it as neat and clean as possible; and exercise initiative to learn new skills and tasks and to help co-workers when possible. The employee is also expected to perform such other duties and functions as required from time to time.
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