Director/Senior Director, BTM Investments

 

 

HASI is an investor in sustainable infrastructure assets advancing the energy transition. With more than $17 billion in managed assets, our investments are diversified across multiple asset classes, including utility-scale solar, storage, and onshore wind; distributed solar and storage; RNG; and energy efficiency. We combine deep expertise in energy markets and financial structuring with long-standing programmatic client partnerships to deliver superior risk-adjusted returns and measurable environmental benefits. HA Sustainable Infrastructure Capital, Inc. is listed on the New York Stock Exchange (Ticker: HASI). For more information, please visit hasi.com.

Position Summary 

HASI is currently seeking a Director or Senior Director with significant renewable financing experience to join our Investment Team in Annapolis, MD or New York, NY.  This individual will be a senior member of the Behind-The-Meter team and will lead origination, structuring, negotiation and execution of sustainability-focused investments in distributed generation, solar, storage and energy efficiency projects.

This role is expected to function as a transaction leader and, at the Senior Director level, as a business lead within assigned markets or client segments. The individual will be responsible for leading multiple complex transactions through the full deal cycle with limited or no oversight, driving internal alignment, leading senior client negotiations, and contributing to market strategy, business development, and team management. Success in this role requires strong commercial judgment, creativity in structuring, deep technical expertise, and the ability to translate market opportunity into executable investment activity.

Responsibilities 

Investing Activities 

• Lead transaction execution and due diligence processes for investments in distributed generation, solar, storage and energy efficiency and related portfolios.
• Analyze underlying project agreements with a high degree of precision to validate key assumptions
• Lead structuring of new investments, including development and negotiation of term sheets, key economic terms, and definitive transaction documents
• Evaluate risk-return characteristics of opportunities using HASI performance metrics and sound commercial judgment
• Build, review, and direct financial models, including project operating pro formas and portfolio models, to analyze investment opportunities, structure transactions, and assess risk
• Lead lean deal teams through the full investment process, including initial qualification, client engagement, internal approvals, diligence, documentation, and closing
• Prepare, review, and present internal investment materials that clearly articulate strategic rationale, economics, governance terms, material risks, and mitigants
• Lead internal discussions with senior management and investment committees in a composed, concise, and commercially grounded manner
• Ensure effective cross-functional execution by coordinating with legal, risk, portfolio management, accounting, treasury, and operations partners, with a focus on clear communication and “no surprises”

Portfolio Management and Capital Markets

• Partner closely with Portfolio Management and Risk Management teams to provide investment expertise that supports commercial decision-making across portfolio assets
• Support or lead strategic portfolio-related analyses, amendments, restructurings, or follow-on investment opportunities, as needed
• As needed, lead financing processes for investment-level project finance transactions, including lender/investor engagement, model ownership, due diligence coordination, and support for documentation negotiation
• Support corporate-level diligence requirements related to underlying project and portfolio investments

Leadership and Management

• Manage, mentor, and develop junior team members, including providing coaching, day-to-day guidance, and developmental feedback
• Serve as a role model for strong transaction leadership, collaboration, and sound decision-making
• Foster an open, transparent, solutions-oriented, and high-performance team environment
• At the Senior Director level, help drive team priorities, resourcing, workflow, and broader strategic initiatives

 Specific recommended Knowledge and Skills 

• Portfolio Management and Capital Markets
• Partner closely with Portfolio Management and Risk Management teams to provide investment expertise that supports commercial decision-making across portfolio assets
• Support or lead strategic portfolio-related analyses, amendments, restructurings, or follow-on investment opportunities, as needed
• As needed, lead financing processes for investment-level project finance transactions, including lender/investor engagement, model ownership, due diligence coordination, and support for documentation negotiation
• Support corporate-level diligence requirements related to underlying project and portfolio investments
• Leadership and Management
• Manage, mentor, and develop junior team members, including providing coaching, day-to-day guidance, and developmental feedback
• Serve as a role model for strong transaction leadership, collaboration, and sound decision-making
• Foster an open, transparent, solutions-oriented, and high-performance team environment
• At the Senior Director level, help drive team priorities, resourcing, workflow, and broader strategic initiatives

 

 Education and Prior Experience 

• Bachelor’s degree from a four-year institution; CFA and/or MBA preferred
• 12+ years of experience in finance working on renewable energy or infrastructure transactions, ideally with ample exposure to tax equity, project finance, structured debt or equity finance
• Experience in modelling, involving structured debt and equity investments, including intimate knowledge of tax equity partnership flip and lease models for wind and/or solar assets
• Strong track record of leading multiple complex transactions through the full deal cycle with limited or no oversight
• Significant experience structuring and negotiating structured debt and equity investments
• Advanced financial modeling experience, including structured debt and equity investments, with deep knowledge of tax equity partnership flip and lease models for solar and/or wind assets
• Demonstrated ability to develop and align views across functions and senior stakeholders to advance new structures, markets, or client opportunities
• Proven business development and origination experience with top-tier clients, developers, sponsors, and/or financial institutions
• Experience engaging directly with senior client decision-makers and representing a firm in market-facing settings
• Prior people management or demonstrated transaction-team leadership experience strongly preferred
• Proven business development and origination experience with top-tier clients, developers, sponsors, and/or financial institutions