Job Description
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
DUTIES AND RESPONSIBILITIES:
· Strategic Liaison: Act as the primary point of contact between senior leadership and the Finance team on large-scale investments, acquisitions, and other high-priority growth initiatives.
· Early-Stage Project Support: Engage at the inception of new projects and investment ideas — working alongside leadership to define scope, assess viability, and structure financial approaches before formal processes begin.
· Financial Modeling & Scenario Analysis: Build and stress-test detailed financial models across a range of scenarios for prospective acquisitions, capital projects, and strategic investments; identify potential financing hurdles and market risks early in the process.
· M&A & Deal Structuring: Integrate deal models and transaction structures into Aligned's broader financial planning and reporting frameworks; support due diligence, valuation, and deal execution activities.
· Capital Formation: Collaborate with Finance leadership to develop capital raise strategies and support engagement with lenders, investors, and other financing counterparties.
· Cross-Functional Coordination: Partner with internal stakeholders across Finance, Legal, and Operations to ensure seamless integration of new investments into the organization.
· Ad Hoc Executive Support: Serve as a trusted analytical and strategic resource for senior leaders — supporting any emerging project or initiative that requires rigorous financial thinking and execution.
WHAT SUCCESS LOOKS LIKE:
In this role, you won't just be an analyst — you'll be a builder. You'll be in the room at the earliest stages of Aligned's most consequential projects, helping leadership pressure-test ideas, model the path forward, and structure the financing to make them real. If you're someone who thrives when the playbook hasn't been written yet, this role is for you.
COMPETENCIES
● Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
● Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
● Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
● Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
● Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
● Change Management - Develops workable implementation plans; Communicates changes effectively; Builds commitment and overcomes resistance; Prepares and supports those affected by change; Monitors transition and evaluates results
● Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources.
● Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
● Delegation - Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results.
● Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
● Design - Generates creative solutions; Translates concepts and information into images; Uses feedback to modify designs; Applies design principles; Demonstrates attention to detail.
● Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
● Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
● Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
● Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
● Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others.
● Managing People - Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates' activities; Makes self available to staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Solicits and applies customer feedback (internal and external); Fosters quality focus in others; Improves processes, products and services.; Continually works to improve supervisory skills.
● Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
● Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
● Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
● Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives;
Organizes or schedules other people and their tasks; Develops realistic action plans.
● Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
● Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
● Project Management - Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.
● Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
● Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
● Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
● Safety and Security - Observes safety and security procedures; Determines appropriate action beyond guidelines; Reports potentially unsafe conditions; Uses equipment and materials properly.
● Strategic Thinking - Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions.
● Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
● Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
● Visionary Leadership - Displays passion and optimism; Inspires respect and trust; Mobilizes others to fulfill the vision; Provides vision and inspiration to peers and subordinates.
● Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
QUALIFICATIONS:
REQUIRED:
· 6–10+ years of experience in investment banking, private equity, sovereign wealth, or institutional investing
· Demonstrated expertise in financial modeling, deal structuring, valuation, and transaction execution — including M&A, capital raises, and complex credit instruments
· Experience working on or supporting large-scale transactions (e.g., platform sales, capital raises, convertible note offerings, or infrastructure investments)
· Strong understanding of capital markets, financing structures, and institutional investor dynamics
· Proven ability to operate effectively in fast-moving, high-ambiguity environments alongside senior executives
· Exceptional analytical, communication, and presentation skills — including experience drafting CIMs and management presentations
· Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
· Preferred:
· Experience in data centers, digital infrastructure, energy, or real estate sectors
· MBA from a top-tier program
· CFA, CPA, or FRM designation
· Experience at the intersection of investment banking and corporate/institutional investing (e.g., sovereign wealth funds, family offices, or private equity)
· Exposure to international markets and cross-border transactions
PREFERRED:
· Experience in infrastructure, real estate, energy, or data center sectors
· MBA or other advanced degree
· Prior experience in a high-growth or entrepreneurial corporate environment
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Aligned is committed to fostering an inclusive workplace and providing equal employment opportunities for all employees. We ensure that all applicants and team members are considered for employment, advancement, and all other employment-related matters without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), national origin, age, physical or mental disability, marital status, sexual orientation, gender identity, gender expression, genetic
information, military or veteran status, or any other characteristic protected by applicable law.
If you require a reasonable accommodation to perform the essential functions of your job due to a disability or medical condition, please contact our People & Culture team. Accommodation requests will be reviewed on a case-by-case basis in accordance with applicable laws. Aligned will make reasonable accommodations where necessary to enable qualified individuals with disabilities to perform the essential functions of their role.