Senior Associate – Infrastructure Investment Position Available In Miami-Dade, Florida
Tallo's Job Summary: The Senior Associate position at a Miami-based investment firm involves conducting financial analysis, market research, and due diligence for energy and infrastructure investments. Responsibilities include preparing investment memos, supporting senior professionals in sourcing and closing deals, and monitoring portfolio performance. Qualifications include a Bachelor's degree, 4+ years of relevant experience, and strong financial modeling skills.
Job Description
Spencer Ogden is working with a Miami-based investment firm founded by several industry veterans focused on the energy & utilities, transportation, and digital sectors.
Key Responsibilities:
Conduct detailed financial analysis and modeling to support investment decision-making, including cash flow projections, IRR, DCF, and sensitivity analysis. Perform market research and due diligence on potential investments in the energy and infrastructure sectors. Assist in the preparation of investment memos, presentations, and reports for internal stakeholders and external investors. Support senior investment professionals in sourcing, negotiating, and closing new investment opportunities. Collaborate with legal, technical, and operational teams to evaluate potential risks and opportunities in projects. Monitor portfolio companies and investment performance, providing regular updates and recommendations. Build and maintain relationships with external stakeholders, including industry experts, financial institutions, and advisors.
Qualifications:
Bachelor’s degree in Finance, Economics, Engineering, or a related field. MBA or CFA designation a plus. 4+ years of relevant experience in investment banking, private equity, project finance, or energy/infrastructure investment. Ideally 2 years Investment Banking and 1-3 years of private equity/buyside investing Strong understanding of financial modeling and valuation techniques. Familiarity with energy and infrastructure sectors, including renewable energy, utilities, and transportation.
