- Support the firm’s project finance activities underlying both the existing renewable energy assets—of which the solar portfolio ranks as second largest by capacity in North America—and new development of grid scale solar, wind, and storage assets. - Support debt and tax equity origination efforts for new development by leveraging financial models and coordinating internal and external teams throughout a deal’s lifecycle.

• Analyze firm’s counterparties and monitor ongoing performance as it relates to credit risk with focus on TMT (technology, media, telecom) • Write ongoing reviews of portfolio companies assessing their credit worthiness and assigning each counterparty an internal credit rating • Build and maintain models in Excel such as valuation models inclusive of DCF, multiples, and peer comparable analysis and cash waterfall models to determine a counterparty’s credit repayment capacity • Leverage Bloomberg Terminal, CapIQ, and rating agency views in analyses • Participate in regulatory examinations (Federal Reserve SNC) and defend the firm’s credit ratings of facilities • Liaise credit risk views with global deal teams and management committees during initial and post-deal transaction period • Perform firmwide debt portfolio and product analysis on scheduled and ad-hoc basis

• Managed the collateral requirements underlying derivative and future trades of the firm and its clients through issuance of margin calls, booking of received funds, posting collateral to clearinghouses, and supporting regulatory reporting of trading portfolios. • Covered London market close through Sydney start of day, managing hour-by-hour deadlines of each relevant market’s exchanges, central clearing counterparties, and central bank in EMEA & Americas • Liaised with internal stakeholders globally from front office to back office to resolve collateral issues • Optimized client and firm collateral strategies by moving existing collateral positions from high cost cash-equivalents to lower cost bonds • Established routine regulatory and risk reports for internal and external stakeholders • Understood and responded to a dynamic regulatory and market environment within the team’s functional space; ensure client and firm performance fulfilled new standards

• Provided analysis for corporate teams through ad hoc inquiry support including proforma projections, partnerships, customer demand, business development, supply chain, and trend analysis in the home hardware industry • Automated routine analytical reporting by constructing SQL scripts and leveraging Alteryx reporting capabilities, ultimately reduced report creation time more than 50% per report uplift • Led the analysis into a stressed product category for the product team through analysis of internal sales data, competitor pricing strategy, and physical store assessments