Associate, Investments, Private Infrastructure Debt at Principal Financial Group | NY, US | Rezi

Associate, Investments, Private Infrastructure Debt at Principal Financial Group

Associate, Investments, Private Infrastructure Debt

Principal Financial Group · NY, US

Today

Associate, Investments, Private Infrastructure Debt

Principal Financial Group · NY, US

3 hours ago
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About the Role

The Principal Private Infrastructure Debt team is seeking an Associate to support deal evaluation of High Yield and Investment Grade transactions, including underwriting, structuring, portfolio monitoring, and client work. This role offers the opportunity to gain meaningful experience in infrastructure finance and contribute to a dynamic investment team.

Responsibilities

  • Analyze and support infrastructure transaction activity including private placements and bank loans, and monitor existing investments.
  • Develop and maintain credit memos, financial models, assess key financial metrics, and conduct industry research.
  • Build and maintain relationships with sponsors, agents, and advisors.
  • Research economic, regulatory, and market trends impacting investments.
  • Support marketing, RFPs, and client inquiries.
  • Stay informed on financial markets, industry trends, and capital market conditions.

Requirements

  • Bachelor’s degree in finance, accounting, engineering or a related technical field with a minimum 3.5 GPA.
  • 3+ years’ experience in a combination of Infrastructure, Project Finance Loans, and Fixed Income.
  • Strong Excel-based financial modeling skills, including experience developing and maintaining financial models, analyzing key financial metrics, and creating thorough underwriting memos.
  • Solid understanding of accounting principles, financial statement analysis, credit analysis, and economic fundamentals.
  • Familiarity with financial markets, fixed income strategies, and credit evaluation methods.
  • Demonstrated ability to use available AI tools to improve workflow efficiency.

Skills

  • Prior experience in credit analysis, underwriting, or a credit-focused investment role.
  • Experience within one or more infrastructure sectors, including energy, power, renewables, transportation, or digital infrastructure.
  • Progress towards CFA certification.
  • Team-oriented, able to build relationships, manage expectations, and prioritize tasks effectively.
  • Curious, open-minded, and eager to learn.
  • Experience with tools such as Bloomberg, Python, or similar technologies.

Location

  • New York metro area

Work Type

  • Hybrid

Experience Level

  • 3+ years

Education Level

  • Bachelor's degree

Salary/Compensations

  • $141,000 - $191,000

Benefits

  • Flexible Time Off (FTO)
  • Annual profit share bonus plan

About the Company

  • At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

Equal Opportunity

  • All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.