Background information about the job or company (e.g., role context, company overview)

CrossBoundary is a mission driven investment firm committed to unlocking the power of capital to make a strong return while creating a lasting difference in frontier markets.

CrossBoundary Energy is recruiting a full-time Investment Associate / Senior Investment Associate to support our Investment team. As a member of the team, you will contribute to all fundraising, project due diligence and investment, portfolio management and risk mitigation workstreams.

Why join us?

The CrossBoundary team is a unique group of people who are genuinely excited by the opportunity to make a difference in some of the most challenging and exciting markets in the world. Team members come from diverse backgrounds but share several qualities: curiosity, humility, integrity, a drive for excellence, and a bias for action. Learn more at www.crossboundary.com.

Responsibilities or duties

Primary Responsibilities

Fundraising: Drive group-level senior debt and subordinated debt capital raising materials and processes, including corporate and project finance models, presentations, investment memoranda, term sheet negotiation, and due diligence

Project finance investments: Assess and structure project investment opportunities, from early-stage leads through to financial close and COD:

• Driving project-level structuring and fundraises for senior debt, subordinated debt, and bridge instruments
• Ensuring projects align with portfolio objectives, return requirements, and risk appetite, and are structured to be bankable for project finance investors

Project development: Analysis of economics and risks within project development, financial modeling, and project contracts, to support the Project Development team in developing value-accretive projects and investments

Portfolio and debt facility management: Maintenance of portfolio models and tracking of investment performance metrics and debt covenants, identifying key risks before they arise and proactively proposing and executing mitigants

Group and project structuring: Portfolio and project-level tax, capital and corporate structuring, to deliver optimal economic outcomes

Investor management: Preparation of investor updates and engagement materials

Risk mitigation: Identification and mitigation of investment risks

Qualifications or requirements (e.g., education, skills)

Required Skills And Experience

Experience needed

Previous tenure at any of the following (3-6 years):

• An energy, infrastructure or project finance team of top-tier investment or commercial bank
• A specialist financial advisory firm or investor focused on energy / infrastructure M&A or transaction advisory
• Project finance team at a successful energy developer / IPP

Demonstrated transaction experience in corporate/project finance, financial modelling, due diligence, investment analysis, fundraising, and transaction execution

Experience in or understanding of African markets, particularly in the energy sector

Excellent analytical capabilities, attention to detail, and strong presentation skills

Demonstrated ability to project manage multiple, complex workstreams and interact with broad stakeholder groups

Strong communication, problem-solving, and stakeholder management skills

Who You Are

You are a self-starter passionate about creating lasting change within the energy sector in emerging markets

You are a critical thinker, intellectually stimulated by energy, power, geopolitics, economics, and the environment

You are a patient puzzle-solver who perseveres through complexity to find practical solutions

You are a skilled communicator and relationship builder across jurisdictions and cultures

You are solution-oriented and able to operate in situations where information is scarce, and the environment is constantly changing

You are ethical and principled, with a strong grasp of international standards for investor relations and compliance

You are systematic and highly organized, with personal accountability for managing multiple workstreams

You thrive in dynamic environments and are excited to contribute to impactful projects

You are eager to learn and grow in the energy transition investment space

• Drive group-level senior debt and subordinated debt capital raising materials and processes, including corporate and project finance models, presentations, investment memoranda, term sheet negotiation, and due diligence
• Assess and structure project investment opportunities, from early-stage leads through to financial close and COD
• Driving project-level structuring and fundraises for senior debt, subordinated debt, and bridge instruments
• Ensuring projects align with portfolio objectives, return requirements, and risk appetite, and are structured to be bankable for project finance investors
• Analysis of economics and risks within project development, financial modeling, and project contracts, to support the Project Development team in developing value-accretive projects and investments
• Maintenance of portfolio models and tracking of investment performance metrics and debt covenants, identifying key risks before they arise and proactively proposing and executing mitigants
• Portfolio and project-level tax, capital and corporate structuring, to deliver optimal economic outcomes
• Preparation of investor updates and engagement materials
• Identification and mitigation of investment risks

• Financial modelling
• Due diligence
• Investment analysis
• Fundraising
• Transaction execution
• Analytical capabilities
• Attention to detail
• Presentation skills
• Project management
• Communication skills
• Problem-solving skills
• Stakeholder management skills

• Previous tenure at an energy, infrastructure or project finance team of top-tier investment or commercial bank (3-6 years)
• Previous tenure at a specialist financial advisory firm or investor focused on energy / infrastructure M&A or transaction advisory (3-6 years)
• Previous tenure at a project finance team at a successful energy developer / IPP (3-6 years)
• Experience in or understanding of African markets, particularly in the energy sector
• Self-starter passionate about creating lasting change within the energy sector in emerging markets
• Critical thinker, intellectually stimulated by energy, power, geopolitics, economics, and the environment
• Patient puzzle-solver who perseveres through complexity to find practical solutions
• Skilled communicator and relationship builder across jurisdictions and cultures
• Solution-oriented and able to operate in situations where information is scarce, and the environment is constantly changing
• Ethical and principled, with a strong grasp of international standards for investor relations and compliance
• Systematic and highly organized, with personal accountability for managing multiple workstreams
• Thrives in dynamic environments and is excited to contribute to impactful projects
• Eager to learn and grow in the energy transition investment space