Director/Senior Director, BTM Investments

About HASI

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