Associate, Capital Markets – Portfolio Onboarding

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SunStrong Management

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2024

⚡ Energy

🤝 B2B

🔥 Funding within the last year

💰 $900M Debt financing on 2025-11

Energy • B2B

SunStrong Management is an operations and asset management company that manages distributed solar and energy infrastructure on behalf of owners, institutional investors, and residential customers. The company specializes in field service operations & maintenance (O&M), billing and collections, and investor engagement and reporting, often stepping in to manage solar assets abandoned by originators to keep systems online and customers supported. SunStrong bridges sustainably minded capital partners and real-world infrastructure operations to deliver reliable performance and steady investor returns.

📋 Description

• Support capital markets and transaction workstreams tied to new portfolio opportunities and refinancing initiatives. • Manage onboarding workstreams for newly awarded or acquired portfolios, including timelines, deliverables, risks, and stakeholder coordination. • Support pricing analysis for new opportunities, incorporating commercial assumptions, cost considerations, and transition complexity. • Prepare investor- and executive-facing materials — pricing proposals, diligence decks, refinancing packages, and portfolio update presentations. • Support recurring portfolio overview materials and communications for existing investors. • Manage investor and counterparty communications throughout deal, refinancing, and onboarding processes with responsiveness, professionalism, and clarity. • Translate diligence findings, operating assumptions, and financial analysis into clear recommendations and decision-useful materials. • Coordinate with asset management, accounting, tax, operations, legal, and external counterparties to support transaction readiness, refinancing, and onboarding execution. • Track open items, decisions, and dependencies across active workstreams. • Help standardize the tools, templates, and processes for pricing, diligence, investor communications, and onboarding.

🎯 Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, Engineering, or a related field. • 2–5 years of experience in investment banking, consulting, structured finance, transaction advisory, or a similarly analytical role. • Strong financial modeling and analytical skills, with advanced Microsoft Excel proficiency and strong PowerPoint skills. • Experience preparing materials for investors, executives, or transaction stakeholders, including diligence and pricing content. • Excellent written and verbal communication, with the ability to interact effectively with sophisticated external audiences. • Strong project management and organizational skills, with the ability to coordinate multiple workstreams at once. • Ability to operate with a high degree of ownership in a fast-paced, evolving environment.

🏖️ Benefits

• N/A