Investment Analyst

About the Company

Dispatch Energy is an independent power producer focused on distributed generation (sub-20 MW; predominantly 1–5 MW) across multiple technological verticals. We operate over 60 MW today with ~200 MW contracted in development across solar, battery storage, wind, and fuel cells. Our capital stack includes a ~$200 MM parent-level revolver / borrowing base, ~$10 MM cash equity for development and bridge needs, and a $160 MM private-equity commitment into a subsidiary vehicle with the same mandate.

The Role

Dispatch is hiring an Investment Analyst to support end-to-end execution across M&A and project investments, financing, and portfolio reporting in a fast-paced DG platform. You will build and QA financial models, run diligence workstreams, maintain underwriting files and data rooms, draft IC materials, and support lenders, tax-credit buyers, and counterparties. This is a highly analytical, detail-oriented role with direct exposure to the CIO and deal leads.

Functions

• Financial modeling and valuation. Build and maintain Excel models for solar, storage, wind, and fuel-cell projects and portfolios. Own sensitivities and scenario trees that tie to IC cases.
• Analyze financials and trends. Translate financial statements and operating data into insights for underwriting and variance analysis.
• Deal execution support. Coordinate diligence checklists, manage data rooms, track Q&A, and tie documents to model assumptions for M&A and greenfield investments.
• Capital-markets interfaces. Prepare materials and analyses for lenders, tax-credit buyers, and other financing partners. Help assemble borrowing-base and transferability packages.
• Budget vs. actuals. Maintain project and portfolio trackers that reconcile forecasts to actual performance, and flag deltas early.
• Cross-functional collaboration. Work with Operations and Asset Management on performance data, warranty / augmentation assumptions, and KPI dashboards.
• IC materials. Draft clear memos and decks with risks, mitigants, and recommendation language suitable for audit-ready records.
• Special projects. Support ad-hoc analyses, process improvements, and portfolio initiatives as the platform scales.

What Success Looks Like (First 3 Months)

• All models pass independent QA with zero arithmetic or linkage errors before reaching IC.
• Diligence trackers and data rooms are audit-ready, with document-to-model tie-outs for every key assumption.
• Monthly portfolio pack delivered on time with clean variance analysis and actionable insights for lenders and the Board.
• You become the team’s go-to for sensitivity design, borrowing-base inputs, and tax-credit transfer checklists.

Qualifications

Required

• 1–3 years of experience in financial analysis, risk-adjusted valuation, project management, or energy sector roles.
• Bachelor’s degree in Finance, Accounting, Economics, or a quantitative field.
• Advanced Excel skills for project finance modeling; comfort with structured sensitivity analysis. VBA is a plus.
• Strong analytical and research capabilities, impeccable attention to detail, and excellent written / verbal communication.
• Highly organized with the ability to manage multiple deal workstreams against deadlines.

Preferred

• Experience with DG solar, BESS, fuel cell, and / or wind modeling, including degradation and augmentation basics.
• Familiarity with tax-credit transfer packages, lender deliverables, and borrowing-base concepts.
• Tools such as Power BI / Tableau, Aurora / PVsyst basics, GIS, or light SQL / Python for repeatable workflows.

Competencies

• Owner mindset. You treat models, memos, and trackers as products that must ship on time and error-free.
• Structured communicator. You write crisp one-pagers, propose decisions, and flag risks early with clear options.
• Calm under pressure. You can juggle multiple closings without sacrificing quality.
• Risk intuition: Balances velocity with covenants, eligibility, and downside cases.

Growth Path

High performers are expected to grow into Senior Analyst and Associate roles with increasing ownership of underwriting and external counterparty interaction, including leading discrete workstreams in financing and diligence.

Tools & Stack (preferred)

• Excel (advanced)
• PowerPoint / Word
• Data rooms (Box/SharePoint/Smartsheets)
• Project trackers (Quickbase)
• Power BI/Tableau
• (Optional plus) Python/VBA for automation; Aurora/energy-yield tools familiarity