Senior Associate/VP, Global Investment Banking, Project Finance

Royal Bank of Canada•New York, NY

3d•Onsite

About The Position

The Senior Associate / Vice President will be responsible for the day-to-day execution of financing and advisory mandates and the management of deal workstreams, including: Transaction Execution & Workstream Management, Financial Analysis & Diligence, Business Development Support, and Team Development & Administration. The role involves supporting or leading project finance and advisory mandates, coordinating internal and external teams, directing financial analysis, reviewing diligence materials, and mentoring junior team members. The position also supports business development efforts and administrative tasks related to team management and reporting.

Requirements

Completed a relevant undergraduate degree
Minimum of four to six years of relevant experience in project finance, infrastructure finance, or energy/power investment banking
Demonstrated experience managing transaction execution from mandate through closing, including coordination of multiple workstreams and external advisors
Strong understanding of limited / non-recourse debt structures, financial modeling, and credit analysis in the project finance context
Proven ability to manage and develop junior team members in a fast-paced, deadline-driven environment
Strong quantitative and analytical skills with the ability to synthesize complex information into actionable recommendations
Advanced MS Excel, PowerPoint, and Word skills
Excellent written and oral communication skills with the ability to interact effectively with clients and senior stakeholders
High regard for detail and accuracy
Ability to work extended hours as required

Nice To Haves

Graduate-level qualification such as CFA, CPA, MBA, MA, MS or equivalent with emphasis in finance, accounting, or engineering
Direct experience in digital, power, renewables, or other infrastructure / project finance transactions
Familiarity with rating agency processes, syndication, and debt capital markets execution
Existing relationships with project finance market participants

Responsibilities

Supporting and/or leading the day-to-day execution of project finance and advisory mandates, including managing timelines, deliverables, and workstream sequencing from mandate through closing
Coordinating workflow across internal teams (coverage partners, product partners, syndications, corporate banking) and external service providers (legal counsel, rating agencies, independent engineers, insurance advisors, environmental consultants)
Determining task sequencing and allocating assignments to analysts and junior associates on deal teams; establishing clear deliverable expectations and deadlines
Reviewing and providing feedback on work product prepared by junior team members, including financial analysis, due diligence summaries, credit risk assessments, project summaries, rating report summaries, and market alternatives
Overseeing the preparation and refinement of client presentations, information memoranda, and financing documentation
Serving as a primary point of contact for clients on day-to-day transaction matters, managing expectations and communicating progress on workstreams
Interfacing directly with counterparties including lenders, rating agencies, and advisors to advance transaction execution
Directing financial model analysis, debt sizing, and structuring work performed by junior resources; reviewing summary outputs and guiding refinements to assumptions and structure
Reviewing independent engineer reports, market studies, and other third-party diligence materials to identify credit risks, key assumptions, and issues for escalation
Synthesizing complex project and financial information into clear recommendations for senior bankers and clients
Supporting senior bankers in the pursuit of new business opportunities, including reviewing client-provided materials, evaluating transaction feasibility, and participating in client meetings and presentations
Overseeing the development of pitch materials and responses to RFPs/RFIs
Assisting in the negotiation of scope of services and associated fee arrangements
Mentoring and developing analysts and junior associates, including providing day-to-day guidance, answering questions, and facilitating training opportunities
Planning the staffing of junior team members across active transactions and managing resource allocation in coordination with senior bankers
Supporting the development and dissemination of revenue budgets, forecasts, and pipeline reporting