What Jobs are available for Investment Analysis in the United States?
Showing 1118 Investment Analysis jobs in the United States
Quantitative Analyst - Financial Modeling
Posted 11 days ago
Job Viewed
Job Description
Key Responsibilities:
- Develop, implement, and maintain complex mathematical and statistical models for financial applications.
- Perform quantitative analysis of market data to identify trends and opportunities.
- Build and validate models for derivative pricing, risk management, and portfolio optimization.
- Collaborate with business stakeholders to understand requirements and provide quantitative solutions.
- Program and test quantitative models using languages such as Python, C++, or R.
- Analyze and interpret large datasets to extract meaningful financial insights.
- Contribute to the development of new trading strategies and risk mitigation techniques.
- Ensure the accuracy, robustness, and efficiency of all quantitative models.
- Stay updated on the latest advancements in quantitative finance and relevant technologies.
- Master's or Ph.D. in Mathematics, Statistics, Physics, Financial Engineering, Computer Science, or a related quantitative field.
- Strong programming skills in Python, C++, R, or similar languages.
- In-depth knowledge of financial markets, financial instruments, and derivatives.
- Expertise in statistical modeling, time series analysis, and econometrics.
- Familiarity with stochastic calculus and its applications in finance.
- Excellent analytical, problem-solving, and critical thinking skills.
- Strong communication and presentation abilities to explain complex concepts.
- Ability to work effectively in a fast-paced, team-oriented environment.
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Quantitative Analyst - Financial Modeling
Posted 14 days ago
Job Viewed
Job Description
Key Responsibilities:
- Develop, implement, and backtest quantitative models for pricing derivatives, risk assessment, and portfolio optimization.
- Perform statistical analysis on large datasets to identify market trends and trading opportunities.
- Build and maintain robust financial models for various asset classes.
- Collaborate with portfolio managers and traders to refine trading strategies and risk parameters.
- Conduct sensitivity analysis and stress testing on existing models.
- Generate reports and visualizations to communicate model results and insights to stakeholders.
- Ensure the accuracy, reliability, and regulatory compliance of all quantitative models.
- Stay abreast of the latest developments in quantitative finance, econometrics, and computational methods.
- Participate in code reviews and contribute to the team's software development best practices.
- Master's or Ph.D. in Quantitative Finance, Mathematics, Statistics, Physics, Computer Science, or a related field.
- Minimum of 4 years of experience as a Quantitative Analyst or in a similar quantitative role within the financial industry.
- Strong proficiency in programming languages such as Python, R, C++, or MATLAB.
- Solid understanding of financial markets, derivative pricing, and risk management principles.
- Experience with statistical modeling, machine learning techniques, and data analysis tools.
- Excellent analytical, problem-solving, and critical thinking skills.
- Strong communication and presentation skills, with the ability to explain complex concepts clearly.
- Ability to work effectively in a hybrid environment, balancing team collaboration with independent work.
- Experience with SQL and database management is a plus.
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Quantitative Analyst, Financial Modeling
Posted 15 days ago
Job Viewed
Job Description
Key Responsibilities:
- Develop, test, and implement quantitative models for pricing, risk management, and trading strategies.
- Perform statistical analysis of large datasets to identify trends, correlations, and patterns.
- Collaborate with portfolio managers, traders, and risk managers to understand their quantitative needs.
- Design and conduct backtesting and validation of models.
- Contribute to the development of data pipelines and analytics infrastructure.
- Generate reports and visualizations to communicate complex quantitative findings to non-technical stakeholders.
- Stay abreast of advancements in quantitative finance, machine learning, and data science.
- Ensure the accuracy, robustness, and efficiency of developed models.
- Contribute to the continuous improvement of quantitative methodologies and tools.
- Assist in the documentation and deployment of quantitative models.
Qualifications:
- Master's degree or PhD in a quantitative field such as Finance, Mathematics, Statistics, Physics, Computer Science, or Engineering.
- 2+ years of experience in quantitative analysis, financial modeling, or a related role.
- Proficiency in programming languages commonly used in quantitative finance (e.g., Python, R, C++).
- Strong knowledge of statistical methods, time series analysis, and financial mathematics.
- Experience with financial data sources and analytical tools.
- Excellent problem-solving skills and attention to detail.
- Strong communication skills, with the ability to explain complex concepts clearly.
- Familiarity with machine learning techniques is a plus.
- Experience with data visualization tools is beneficial.
- Ability to work independently and manage projects in a remote environment.
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Senior Financial Modeling Analyst
Posted today
Job Viewed
Job Description
Job Description
Salary:
Come join a growing financial technology company thats leading the marketplace in both the marketing and servicing of credit cards! Continental Finance Company specializes in credit card options for those consumers with less than perfect credit. We are seeking a Senior Financial Modeling Analyst to support our Finance team.
The Senior Financial Modeling Analyst will assist with various financial and corporate planning models to support internal and external requests. This individual will also assist with various projects that will impact business decisions.
CFC offers a hybrid work schedule which includes three (3) core days in the office (Tuesday, Wednesday, and Thursday) and two (2) remote workdays (Monday and Friday)
Essential Functions:
- Buildfinancialmodels using historical data and providing forecasts based on various industry-related operating metrics.
- Development and analysis of key financial and non-financial risks and recommending actions for mitigation.
- Communicate data driven insights through analysis, reporting and data visualization.
- Preparing financial analysis, management reporting and monitoring trends in economics and forecasting assumptions.
- Working in a collaborative environment, assisting with research and financial analysis on potential acquisition opportunities.
- Perform other duties as assigned.
The ideal candidate will have the following:
- Bachelors degree in finance, accounting or economics required.
- 2-5 years of credit card industry/banking experience preferred
- Proficiency with VBA within Microsoft Excel writing code and arrays required.
- Experience in financial planning and analysis required.
- Prior financial modeling experience required
- Prior experience in evaluating acquisition opportunities is preferred
- Strong organizational skills and ability to prioritize workload to meet deadlines in a fast-paced environment.
- Proficiency in Microsoft Office (Word, Power Point, and advanced Excel).
- Basic or intermediate understanding of SQL and Snowflake is a preferred
- Excellent analytical and problem-solving skills with strong attention to detail.
- Excellent communication skills, written and verbal, with the ability to clearly communicate issues to all levels of management.
- Self-direct, highly motivated, and able to work independently.
Why Continental Finance?
Continental Finance Company (the CFC) is one of Americas leading marketers and servicers of credit cards for consumers with less-than-perfect credit. Since our founding in 2005, we have prided ourselves on corporate responsibility to customers in terms of a strong customer support program and fair treatment. With our success, we have also grown into an innovative financial tech company! With a state-of-the-art consumer marketing and servicing platform, we provide a variety of services to consumers when other financial institutions will not accommodate them. With more than 2.6 million credit cards managed and serviced since our founding, we pride ourselves on putting the customer first.We are not a chartered banking financial institution, nor are we a debt originator or a credit card issuer.
CFC is an equal opportunity employer that is committed to inclusion and diversity. Our company provides equal employment opportunity (EEO) regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or veteran status.
CFC is seeking bright, energetic individuals that will help us grow and develop together! We uphold a promise to treat our employees with the same care and concern as we do our customers. We offer all employees competitive compensation and benefits in an exciting, fast-paced business casual environment. Join our growing team and apply online today!
#LI-HYBRID
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Manager, Financial Modeling & Portfolio Valuation
Posted today
Job Viewed
Job Description
For over a decade we've been actively working to diversify the way our world is powered with sustainable and responsible renewable power. We work to safely deliver affordable, reliable, large-scale onshore renewable and energy storage solutions to help the world decarbonise.
Our growing business is constantly innovating and investing to help drive the energy transition. Our people and projects are focused on supporting long-term sustainable growth and energy security.
Lightsource bp was fully acquired by bp in 2024. As a global developer, LSbp has adopted a capital-light model designed to retain management and equity interest in projects whilst minimising capex and debt consolidation. Therefore, once developed, project funding is relying extensively on third party capital including debt, tax equity, structured and/or common equity.
This is a hybrid role and must be perfromed out of our Austin, Denver, or San Francisco office.
**What you'll do**
**Core Responsibilities**
**Financial Modelling**
- For each individual asset portfolio, creating, developing and maintaining appropriate and robust financial models capable of:
o calculating returns and valuations for investments.
o sizing debt, calculating ratios and running sensitivities for different scenarios; and
o assisting in short-, medium- and long-term corporate level business planning and budgeting.
- Update portfolio models with actuals provided by the Finance team.
- Providing support in debt financing/re-financing and M&A transactions.
- Working with independent advisors (technical, legal, tax) and internal teams to develop in-depth knowledge of value drivers (e.g. technical, tax & accounting, Opex assumptions, and optimum capital structure).
- Providing good quality, timely financial modelling advice to stakeholders (debt, tax equity, partners & internal stakeholders), in a way that non-specialists can readily understand.
- Maintaining the monthly, semi-annual and annual cash flow models and assessing the impacts of model outputs on short- or long-term financing requirements.
- Supporting with Budgeting and financial planning.
- Supporting with Board presentations and analysis for various stakeholders.
**Portfolio Valuation Activities**
- On a regular basis, review the Asset Valuation Framework and provide update recommendations on matters including:
o Valuation methodology
o Modelling assumptions setting
o Financial KPIs and sensitivities to report
- Update on a semi-annual basis all individual asset portfolio model by:
o Collating from other teams and/or recommending modelling assumptions in accordance with the Asset Valuation Framework
o Updating models with financial actuals provided by the finance team and any agreed updated modelling assumptions;
o Delivering updated outputs, KPIs and sensitivities in accordance with the Asset Valuation Framework.
- Prepare valuation reports (PowerPoint / word) in a timely manner (expected to be semi-annually).
- Provide ad-hoc model update to support specific investment or divestment initiatives undertaken by the IM team or the wider group.
- Create or update portfolio models for valuation and divestment purposes.
**Within the Investment Management Team**
- Support the IM Portfolio Management group on investor compliance matters including but not limited to modelling and presentations to lenders and other external parties (tax equity, JV partners etc.).
- Support the risk management & optimization of assets by
o Performing financial analysis of proposals from other members of the team (e.g. Commercial Investment Director) or other LSbp teams (e.g. power marketing)
o Providing analytical support on risk analysis / scenario planning under the guidance of other members of the team
- Provide analytical and modelling support to investment / divestment opportunities
- In conjunction with the wider IM team (and other cross-functional and local teams) contribute to the generation of new asset investment or divestment ideas, which, then, may be discussed with other teams, analyzed and eventually implemented.
Such ideas to cover:
o Maintenance capex
o Operational improvement
o Site improvement (e.g. extension, new battery etc.)
o Other Commercial improvements (e.g. amendment to commercial contracts)
o Potential assets candidate for divestments or refinancing
Interaction with Other Teams
- Report / recommend (where applicable) to internal stakeholders (e.g. Regional CFO, Regional Head of Asset Management, LSbp executive committee etc.) on financial performance or valuation matters relating to the portfolio being managed.
- Day-to-day engagement with the Structured Finance Team including but not limited to:
o Seeking full understanding of closed projects.
o Taking ownership of financial close models (with a view to creating a fit-for-purpose valuation model);
o Ensuring valuation models share best practice with the structured finance modelling team.
o Supporting refinancing or M&A processes led by the Structured Finance Team
- Day-to-Day engagement with other teams including but not limited to:
o Ensuring that actual performance (prepared by the Finance team) is analyzed and incorporated in the valuation models on a regular basis.
o Ensuring modelling assumptions have been collated and/or reviewed with other teams (e.g. Asset Management, local development, tax etc.) in accordance with the Asset Valuation Framework.
o Ad-hoc interaction in relation to valuation of potential investments / disposals.
**Who we're looking for**
**Knowledge**
- Strong excel skills, VBA, Power Query, Power Bi (or similar data analysis tools) are a must
- Able to build financial models for project valuations and raising project level debt
- Understanding the key drivers that will impact a valuation
- Understanding key project finance debt sizing requirements.
- Good exposure and understanding of typical tax-related problems that can arise from investing in businesses outside the UK.
**Qualifications**
- Engineering or business degree
**Experience**
- Proven ability to independently build financial models (including operating models), run sensitivities and question assumptions on project finance transactions.
- Track record of acting as the primary modeler on a debt raising transaction within a financial institution, a financial advisory or a model auditing firm.
- Prior experience in taking a project through an IC committee including building models which present the business case for investing in a project would be a plus, although not necessarily required.
- Prior valuation experience would be a plus but is not necessarily required
- 3-5 years of relevant work experience.
**What challenges can you expect in this role?**
- In this role, you are expected to deal with multiple stakeholders across a complex matrix environment. You may not have all "pieces of the jigsaw" at any one time, but will be expected to think two or three shots ahead
- You (alongside the wider IM team) are expected to support Regional Heads by going into the details and "distilling" critical matters
- You must handle regular tasks in a consistent, predictable and professional manner whilst being able to step-up on "emergencies" or critical issues,
- You must be able to connect with multiple stakeholders and think globally - e.g. leverage best practices or learning from one area into the wider portfolio; provide strategic portfolio or regional insight from a detailed understanding of specific assets
**Why you'll make a great member of the team?**
**Personal qualities**
- Ability to organize workload and prioritize to maximum effect for both you and your team.
- Flexible approach in a fast-paced business which is constantly changing, keeping a clear head under pressure.
- Excellent attention to detail when checking information with an ability to recognize and question anomalies.
- Keen problem solver who can focus on appropriate details when solving problems and propose effective solutions.
- In addition to the modelling focus, communication and presentation skills are a must. The role will involve building bridges and strong connection with other teams in a matrix environment.
**We offer**
+ Competitive compensation: $142,000 to $57,000 annually plus a 20% annual bonus.
+ Health, dental, prescription, and vision care for US team members starts on your first day of employment with zero premiums for employee-only coverage.
+ Retention bonuses
+ Four weeks of vacation and three weeks of sick leave annually plus 11 paid holidays
+ 401(k) plan, with a 3% nonelective employer contribution.
+ Hybrid working environment (Tuesday, Wednesday & Thursday in office, Monday and Friday remote)
+ Monthly personal phone bill reimbursement of up to 100 and a monthly commuter benefit of up to 150.
+ Lifestyle Savings Account and more!
**Why you'll want to work with us**
Our company is a place where you can be yourself and grow - a place where your ideas and opinions matter.
Be you: We pride ourselves on being an inclusive community, where every individual is valued and treated with respect.
Be responsible: Our culture is driven by our core values. From operating safely to ensuring our solar projects are responsible and promote biodiversity.
Be recognized: Alongside a competitive salary, we offer a variety of benefits including annual bonus, retention bank, health insurance, pension, and other local benefits.
Be inspired: Join an agile, international team working across 15 countries to power the future and positively impact people, communities, ecosystems and biodiversity across the world.
Our core values: Lightsource bp truly cares about creating a sustainable future through safe, responsible and meaningful low-carbon energy projects. Our core values of Safety, Integrity, Respect, Sustainability and Drive are the guiding principles for everything we do.
_We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status or disability status. Individuals with disabilities may request a reasonable accommodation related to LSbp's recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). If you would like to request an accommodation related to the recruitment process, please contact us to request accommodations._
Is this job a match or a miss?
Manager, Financial Modeling & Portfolio Valuation
Posted today
Job Viewed
Job Description
For over a decade we've been actively working to diversify the way our world is powered with sustainable and responsible renewable power. We work to safely deliver affordable, reliable, large-scale onshore renewable and energy storage solutions to help the world decarbonise.
Our growing business is constantly innovating and investing to help drive the energy transition. Our people and projects are focused on supporting long-term sustainable growth and energy security.
Lightsource bp was fully acquired by bp in 2024. As a global developer, LSbp has adopted a capital-light model designed to retain management and equity interest in projects whilst minimising capex and debt consolidation. Therefore, once developed, project funding is relying extensively on third party capital including debt, tax equity, structured and/or common equity.
This is a hybrid role and must be perfromed out of our Austin, Denver, or San Francisco office.
**What you'll do**
**Core Responsibilities**
**Financial Modelling**
- For each individual asset portfolio, creating, developing and maintaining appropriate and robust financial models capable of:
o calculating returns and valuations for investments.
o sizing debt, calculating ratios and running sensitivities for different scenarios; and
o assisting in short-, medium- and long-term corporate level business planning and budgeting.
- Update portfolio models with actuals provided by the Finance team.
- Providing support in debt financing/re-financing and M&A transactions.
- Working with independent advisors (technical, legal, tax) and internal teams to develop in-depth knowledge of value drivers (e.g. technical, tax & accounting, Opex assumptions, and optimum capital structure).
- Providing good quality, timely financial modelling advice to stakeholders (debt, tax equity, partners & internal stakeholders), in a way that non-specialists can readily understand.
- Maintaining the monthly, semi-annual and annual cash flow models and assessing the impacts of model outputs on short- or long-term financing requirements.
- Supporting with Budgeting and financial planning.
- Supporting with Board presentations and analysis for various stakeholders.
**Portfolio Valuation Activities**
- On a regular basis, review the Asset Valuation Framework and provide update recommendations on matters including:
o Valuation methodology
o Modelling assumptions setting
o Financial KPIs and sensitivities to report
- Update on a semi-annual basis all individual asset portfolio model by:
o Collating from other teams and/or recommending modelling assumptions in accordance with the Asset Valuation Framework
o Updating models with financial actuals provided by the finance team and any agreed updated modelling assumptions;
o Delivering updated outputs, KPIs and sensitivities in accordance with the Asset Valuation Framework.
- Prepare valuation reports (PowerPoint / word) in a timely manner (expected to be semi-annually).
- Provide ad-hoc model update to support specific investment or divestment initiatives undertaken by the IM team or the wider group.
- Create or update portfolio models for valuation and divestment purposes.
**Within the Investment Management Team**
- Support the IM Portfolio Management group on investor compliance matters including but not limited to modelling and presentations to lenders and other external parties (tax equity, JV partners etc.).
- Support the risk management & optimization of assets by
o Performing financial analysis of proposals from other members of the team (e.g. Commercial Investment Director) or other LSbp teams (e.g. power marketing)
o Providing analytical support on risk analysis / scenario planning under the guidance of other members of the team
- Provide analytical and modelling support to investment / divestment opportunities
- In conjunction with the wider IM team (and other cross-functional and local teams) contribute to the generation of new asset investment or divestment ideas, which, then, may be discussed with other teams, analyzed and eventually implemented.
Such ideas to cover:
o Maintenance capex
o Operational improvement
o Site improvement (e.g. extension, new battery etc.)
o Other Commercial improvements (e.g. amendment to commercial contracts)
o Potential assets candidate for divestments or refinancing
Interaction with Other Teams
- Report / recommend (where applicable) to internal stakeholders (e.g. Regional CFO, Regional Head of Asset Management, LSbp executive committee etc.) on financial performance or valuation matters relating to the portfolio being managed.
- Day-to-day engagement with the Structured Finance Team including but not limited to:
o Seeking full understanding of closed projects.
o Taking ownership of financial close models (with a view to creating a fit-for-purpose valuation model);
o Ensuring valuation models share best practice with the structured finance modelling team.
o Supporting refinancing or M&A processes led by the Structured Finance Team
- Day-to-Day engagement with other teams including but not limited to:
o Ensuring that actual performance (prepared by the Finance team) is analyzed and incorporated in the valuation models on a regular basis.
o Ensuring modelling assumptions have been collated and/or reviewed with other teams (e.g. Asset Management, local development, tax etc.) in accordance with the Asset Valuation Framework.
o Ad-hoc interaction in relation to valuation of potential investments / disposals.
**Who we're looking for**
**Knowledge**
- Strong excel skills, VBA, Power Query, Power Bi (or similar data analysis tools) are a must
- Able to build financial models for project valuations and raising project level debt
- Understanding the key drivers that will impact a valuation
- Understanding key project finance debt sizing requirements.
- Good exposure and understanding of typical tax-related problems that can arise from investing in businesses outside the UK.
**Qualifications**
- Engineering or business degree
**Experience**
- Proven ability to independently build financial models (including operating models), run sensitivities and question assumptions on project finance transactions.
- Track record of acting as the primary modeler on a debt raising transaction within a financial institution, a financial advisory or a model auditing firm.
- Prior experience in taking a project through an IC committee including building models which present the business case for investing in a project would be a plus, although not necessarily required.
- Prior valuation experience would be a plus but is not necessarily required
- 3-5 years of relevant work experience.
**What challenges can you expect in this role?**
- In this role, you are expected to deal with multiple stakeholders across a complex matrix environment. You may not have all "pieces of the jigsaw" at any one time, but will be expected to think two or three shots ahead
- You (alongside the wider IM team) are expected to support Regional Heads by going into the details and "distilling" critical matters
- You must handle regular tasks in a consistent, predictable and professional manner whilst being able to step-up on "emergencies" or critical issues,
- You must be able to connect with multiple stakeholders and think globally - e.g. leverage best practices or learning from one area into the wider portfolio; provide strategic portfolio or regional insight from a detailed understanding of specific assets
**Why you'll make a great member of the team?**
**Personal qualities**
- Ability to organize workload and prioritize to maximum effect for both you and your team.
- Flexible approach in a fast-paced business which is constantly changing, keeping a clear head under pressure.
- Excellent attention to detail when checking information with an ability to recognize and question anomalies.
- Keen problem solver who can focus on appropriate details when solving problems and propose effective solutions.
- In addition to the modelling focus, communication and presentation skills are a must. The role will involve building bridges and strong connection with other teams in a matrix environment.
**We offer**
+ Competitive compensation: $142,000 to $57,000 annually plus a 20% annual bonus.
+ Health, dental, prescription, and vision care for US team members starts on your first day of employment with zero premiums for employee-only coverage.
+ Retention bonuses
+ Four weeks of vacation and three weeks of sick leave annually plus 11 paid holidays
+ 401(k) plan, with a 3% nonelective employer contribution.
+ Hybrid working environment (Tuesday, Wednesday & Thursday in office, Monday and Friday remote)
+ Monthly personal phone bill reimbursement of up to 100 and a monthly commuter benefit of up to 150.
+ Lifestyle Savings Account and more!
**Why you'll want to work with us**
Our company is a place where you can be yourself and grow - a place where your ideas and opinions matter.
Be you: We pride ourselves on being an inclusive community, where every individual is valued and treated with respect.
Be responsible: Our culture is driven by our core values. From operating safely to ensuring our solar projects are responsible and promote biodiversity.
Be recognized: Alongside a competitive salary, we offer a variety of benefits including annual bonus, retention bank, health insurance, pension, and other local benefits.
Be inspired: Join an agile, international team working across 15 countries to power the future and positively impact people, communities, ecosystems and biodiversity across the world.
Our core values: Lightsource bp truly cares about creating a sustainable future through safe, responsible and meaningful low-carbon energy projects. Our core values of Safety, Integrity, Respect, Sustainability and Drive are the guiding principles for everything we do.
_We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status or disability status. Individuals with disabilities may request a reasonable accommodation related to LSbp's recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). If you would like to request an accommodation related to the recruitment process, please contact us to request accommodations._
Is this job a match or a miss?
Manager, Financial Modeling & Portfolio Valuation
Posted 21 days ago
Job Viewed
Job Description
For over a decade we've been actively working to diversify the way our world is powered with sustainable and responsible renewable power. We work to safely deliver affordable, reliable, large-scale onshore renewable and energy storage solutions to help the world decarbonise.
Our growing business is constantly innovating and investing to help drive the energy transition. Our people and projects are focused on supporting long-term sustainable growth and energy security.
Lightsource bp was fully acquired by bp in 2024. As a global developer, LSbp has adopted a capital-light model designed to retain management and equity interest in projects whilst minimising capex and debt consolidation. Therefore, once developed, project funding is relying extensively on third party capital including debt, tax equity, structured and/or common equity.
This is a hybrid role and must be perfromed out of our Austin, Denver, or San Francisco office.
**What you'll do**
**Core Responsibilities**
**Financial Modelling**
- For each individual asset portfolio, creating, developing and maintaining appropriate and robust financial models capable of:
o calculating returns and valuations for investments.
o sizing debt, calculating ratios and running sensitivities for different scenarios; and
o assisting in short-, medium- and long-term corporate level business planning and budgeting.
- Update portfolio models with actuals provided by the Finance team.
- Providing support in debt financing/re-financing and M&A transactions.
- Working with independent advisors (technical, legal, tax) and internal teams to develop in-depth knowledge of value drivers (e.g. technical, tax & accounting, Opex assumptions, and optimum capital structure).
- Providing good quality, timely financial modelling advice to stakeholders (debt, tax equity, partners & internal stakeholders), in a way that non-specialists can readily understand.
- Maintaining the monthly, semi-annual and annual cash flow models and assessing the impacts of model outputs on short- or long-term financing requirements.
- Supporting with Budgeting and financial planning.
- Supporting with Board presentations and analysis for various stakeholders.
**Portfolio Valuation Activities**
- On a regular basis, review the Asset Valuation Framework and provide update recommendations on matters including:
o Valuation methodology
o Modelling assumptions setting
o Financial KPIs and sensitivities to report
- Update on a semi-annual basis all individual asset portfolio model by:
o Collating from other teams and/or recommending modelling assumptions in accordance with the Asset Valuation Framework
o Updating models with financial actuals provided by the finance team and any agreed updated modelling assumptions;
o Delivering updated outputs, KPIs and sensitivities in accordance with the Asset Valuation Framework.
- Prepare valuation reports (PowerPoint / word) in a timely manner (expected to be semi-annually).
- Provide ad-hoc model update to support specific investment or divestment initiatives undertaken by the IM team or the wider group.
- Create or update portfolio models for valuation and divestment purposes.
**Within the Investment Management Team**
- Support the IM Portfolio Management group on investor compliance matters including but not limited to modelling and presentations to lenders and other external parties (tax equity, JV partners etc.).
- Support the risk management & optimization of assets by
o Performing financial analysis of proposals from other members of the team (e.g. Commercial Investment Director) or other LSbp teams (e.g. power marketing)
o Providing analytical support on risk analysis / scenario planning under the guidance of other members of the team
- Provide analytical and modelling support to investment / divestment opportunities
- In conjunction with the wider IM team (and other cross-functional and local teams) contribute to the generation of new asset investment or divestment ideas, which, then, may be discussed with other teams, analyzed and eventually implemented.
Such ideas to cover:
o Maintenance capex
o Operational improvement
o Site improvement (e.g. extension, new battery etc.)
o Other Commercial improvements (e.g. amendment to commercial contracts)
o Potential assets candidate for divestments or refinancing
Interaction with Other Teams
- Report / recommend (where applicable) to internal stakeholders (e.g. Regional CFO, Regional Head of Asset Management, LSbp executive committee etc.) on financial performance or valuation matters relating to the portfolio being managed.
- Day-to-day engagement with the Structured Finance Team including but not limited to:
o Seeking full understanding of closed projects.
o Taking ownership of financial close models (with a view to creating a fit-for-purpose valuation model);
o Ensuring valuation models share best practice with the structured finance modelling team.
o Supporting refinancing or M&A processes led by the Structured Finance Team
- Day-to-Day engagement with other teams including but not limited to:
o Ensuring that actual performance (prepared by the Finance team) is analyzed and incorporated in the valuation models on a regular basis.
o Ensuring modelling assumptions have been collated and/or reviewed with other teams (e.g. Asset Management, local development, tax etc.) in accordance with the Asset Valuation Framework.
o Ad-hoc interaction in relation to valuation of potential investments / disposals.
**Who we're looking for**
**Knowledge**
- Strong excel skills, VBA, Power Query, Power Bi (or similar data analysis tools) are a must
- Able to build financial models for project valuations and raising project level debt
- Understanding the key drivers that will impact a valuation
- Understanding key project finance debt sizing requirements.
- Good exposure and understanding of typical tax-related problems that can arise from investing in businesses outside the UK.
**Qualifications**
- Engineering or business degree
**Experience**
- Proven ability to independently build financial models (including operating models), run sensitivities and question assumptions on project finance transactions.
- Track record of acting as the primary modeler on a debt raising transaction within a financial institution, a financial advisory or a model auditing firm.
- Prior experience in taking a project through an IC committee including building models which present the business case for investing in a project would be a plus, although not necessarily required.
- Prior valuation experience would be a plus but is not necessarily required
- 3-5 years of relevant work experience.
**What challenges can you expect in this role?**
- In this role, you are expected to deal with multiple stakeholders across a complex matrix environment. You may not have all "pieces of the jigsaw" at any one time, but will be expected to think two or three shots ahead
- You (alongside the wider IM team) are expected to support Regional Heads by going into the details and "distilling" critical matters
- You must handle regular tasks in a consistent, predictable and professional manner whilst being able to step-up on "emergencies" or critical issues,
- You must be able to connect with multiple stakeholders and think globally - e.g. leverage best practices or learning from one area into the wider portfolio; provide strategic portfolio or regional insight from a detailed understanding of specific assets
**Why you'll make a great member of the team?**
**Personal qualities**
- Ability to organize workload and prioritize to maximum effect for both you and your team.
- Flexible approach in a fast-paced business which is constantly changing, keeping a clear head under pressure.
- Excellent attention to detail when checking information with an ability to recognize and question anomalies.
- Keen problem solver who can focus on appropriate details when solving problems and propose effective solutions.
- In addition to the modelling focus, communication and presentation skills are a must. The role will involve building bridges and strong connection with other teams in a matrix environment.
**We offer**
+ Competitive compensation: $142,000 to $57,000 annually plus a 20% annual bonus.
+ Health, dental, prescription, and vision care for US team members starts on your first day of employment with zero premiums for employee-only coverage.
+ Retention bonuses
+ Four weeks of vacation and three weeks of sick leave annually plus 11 paid holidays
+ 401(k) plan, with a 3% nonelective employer contribution.
+ Hybrid working environment (Tuesday, Wednesday & Thursday in office, Monday and Friday remote)
+ Monthly personal phone bill reimbursement of up to 100 and a monthly commuter benefit of up to 150.
+ Lifestyle Savings Account and more!
**Why you'll want to work with us**
Our company is a place where you can be yourself and grow - a place where your ideas and opinions matter.
Be you: We pride ourselves on being an inclusive community, where every individual is valued and treated with respect.
Be responsible: Our culture is driven by our core values. From operating safely to ensuring our solar projects are responsible and promote biodiversity.
Be recognized: Alongside a competitive salary, we offer a variety of benefits including annual bonus, retention bank, health insurance, pension, and other local benefits.
Be inspired: Join an agile, international team working across 15 countries to power the future and positively impact people, communities, ecosystems and biodiversity across the world.
Our core values: Lightsource bp truly cares about creating a sustainable future through safe, responsible and meaningful low-carbon energy projects. Our core values of Safety, Integrity, Respect, Sustainability and Drive are the guiding principles for everything we do.
_We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status or disability status. Individuals with disabilities may request a reasonable accommodation related to LSbp's recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). If you would like to request an accommodation related to the recruitment process, please contact us to request accommodations._
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Senior Quantitative Analyst - Financial Modeling
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Responsibilities:
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Senior Quantitative Analyst - Financial Modeling
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Job Description
Your responsibilities will include collaborating with traders, portfolio managers, and risk officers to identify analytical needs and develop innovative solutions. You will perform rigorous statistical analysis of market data, build predictive models, and conduct backtesting and stress testing of trading strategies. The ideal candidate possesses a strong background in econometrics, stochastic calculus, and numerical methods. Proficiency in programming languages such as Python, C++, or R is essential for model implementation and data analysis. You will be expected to stay abreast of regulatory changes and market developments that may affect quantitative strategies. This role also involves documenting models, methodologies, and results, as well as presenting findings to senior management and business stakeholders.
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Senior Quantitative Analyst - Financial Modeling
Posted 2 days ago
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Job Description
Key Responsibilities:
- Develop, implement, and maintain quantitative models for pricing, risk management, and trading.
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