Senior Vice President - Project Finance at Morningstar | NY, US | Rezi

Senior Vice President - Project Finance at Morningstar

Senior Vice President - Project Finance

Morningstar · NY, US

2 weeks ago

Senior Vice President - Project Finance

Morningstar · NY, US

19 days ago
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About the Role

The successful candidate will work on a variety of transactions and asset classes as a lead analyst within project and infrastructure finance across the power and energy-related sectors, bespoke project financings, and broader infrastructure financings. The role involves performing financial statement analysis, using financial models, drafting rating reports and press releases, compiling rating committee materials, and presenting at rating committees. The successful candidate will also mentor and coach junior analysts, manage issuer and banker relationships, and ensure the provision of high-quality topical research.

Responsibilities

  • Assess credit worthiness and maintain rating opinions of various issuers.
  • Develop a deep understanding of the methodologies and criteria for the sector.
  • Contribute to the methodology development for the sector(s).
  • Produce timely, high-quality credit reports, research notes and commentaries on rated entities.
  • Lead the development of innovative topical research and publication of related industry studies and commentaries.
  • Build and maintain relationships with issuers and investors.
  • Represent DBRS Morningstar externally at conferences, with media, and on occasion with regulators.
  • Lead external meetings and internal rating committees.
  • Respond to inquiries from investors and media representatives.
  • Analytically support business development initiatives.
  • Lead the refinement of research products and rating approaches.
  • Mentor and coach junior analysts.

Requirements

  • 10+ years of applicable financial analysis experience, with specific credit experience related to Project Finance.
  • Experience from other ratings agencies, Infrastructure Advisory, Bank Project Finance Credit Teams or Buyside Credit strongly preferred.
  • Proven leadership skills with the ability to develop, coach and manage a team.
  • Solid power sector, infrastructure and financial markets knowledge.
  • Strong research skills and focus on detail.
  • Strong corporate finance and financial statement analytical abilities.
  • Experience in legal review of contracts and financial agreements.
  • Strong communication skills, both oral and written.
  • Strong team player with demonstrated ability to work interactively in a team environment.
  • Experience in broader PPP and infrastructure industry in the U.S is a strong asset.
  • Previous rating agency experience is a strong asset.
  • Completion of the CFA or MBA program is an asset.
  • Willingness to travel as required.

Skills

  • Project Finance
  • Infrastructure Finance
  • Financial Statement Analysis
  • Financial Modeling
  • Credit Analysis
  • Power Sector Knowledge
  • Infrastructure Knowledge
  • Financial Markets Knowledge
  • Research
  • Corporate Finance
  • Legal Review of Contracts
  • Financial Agreements
  • Communication
  • Teamwork

Location

  • New York

Work Type

  • Hybrid

Experience Level

  • 10+ years of experience

Education Level

  • Degree in business, economics, engineering or a related discipline preferred
  • CFA or MBA program is an asset

Salary/Compensations

  • $149,357.00-236,166.33

Benefits

  • 100% 401k match up to 6% of salary
  • Stock Ownership Potential
  • Company provided life insurance - 1x salary + commission
  • Comprehensive health benefits (medical/dental/vision)
  • Potential premium discounts
  • Company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
  • Tuition Reimbursement
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

About the Company

  • Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally.
  • Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.
  • Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry.
  • Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require.
  • Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.
  • Morningstar DBRS is the next generation of credit ratings.

Equal Opportunity

  • If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.