Associate, Capital Markets – Portfolio Onboarding

SunStrong Management

Associate supporting transaction execution, portfolio pricing, and investor communications at SunStrong Management, focusing on renewable energy.

Posted 7/24/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong financial modeling and analytical skills, with advanced proficiency in Microsoft Excel and PowerPoint. Capable of managing multiple workstreams and preparing clear, decision-useful materials for investors and executives.

Highest-signal resume keywords

Financial ModelingAnalytical SkillsProject ManagementInvestor CommunicationMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingAnalytical SkillsProject ManagementPricing AnalysisDiligence Preparation

Soft Skills

Written CommunicationVerbal CommunicationOrganizational SkillsResponsivenessProfessionalism

Tools & Technologies

Microsoft ExcelMicrosoft PowerPoint

Industry Keywords

Capital MarketsTransaction AdvisoryInvestment BankingStructured FinancePortfolio Management

About the role

Key responsibilities & impact

Support capital markets and transaction workstreams tied to new portfolio opportunities and refinancing initiatives.
Manage onboarding workstreams for newly awarded or acquired portfolios, including timelines, deliverables, risks, and stakeholder coordination.
Support pricing analysis for new opportunities, incorporating commercial assumptions, cost considerations, and transition complexity.
Prepare investor- and executive-facing materials — pricing proposals, diligence decks, refinancing packages, and portfolio update presentations.
Support recurring portfolio overview materials and communications for existing investors.
Manage investor and counterparty communications throughout deal, refinancing, and onboarding processes with responsiveness, professionalism, and clarity.
Translate diligence findings, operating assumptions, and financial analysis into clear recommendations and decision-useful materials.
Coordinate with asset management, accounting, tax, operations, legal, and external counterparties to support transaction readiness, refinancing, and onboarding execution.
Track open items, decisions, and dependencies across active workstreams.
Help standardize the tools, templates, and processes for pricing, diligence, investor communications, and onboarding.

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Economics, Business, Engineering, or a related field.
2–5 years of experience in investment banking, consulting, structured finance, transaction advisory, or a similarly analytical role.
Strong financial modeling and analytical skills, with advanced Microsoft Excel proficiency and strong PowerPoint skills.
Experience preparing materials for investors, executives, or transaction stakeholders, including diligence and pricing content.
Excellent written and verbal communication, with the ability to interact effectively with sophisticated external audiences.
Strong project management and organizational skills, with the ability to coordinate multiple workstreams at once.
Ability to operate with a high degree of ownership in a fast-paced, evolving environment.

Benefits

Comp & perks

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