Associate – Project Structuring & Investment (CA, USA)

CareersAssociate – Project Structuring & Investment (CA, USA)
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Plenary Americas

Published 10 April 2024
Location: Los Angeles, CA, USA

The Company 

Plenary is a leading specialized developer of long-term Public-Private Partnership (P3) projects.  Since its inception in 2005, we have built a portfolio of 59 projects and more than USD $23.5 billion in North American assets under management. We are determined in our approach to deliver first-class infrastructure, build the right delivery solutions for the projects we work on and inspire people with our vision for transformational spaces. 

Why Work for Plenary Americas? 

Recognized as a Great Place to Work in both the US and Canada, we pride ourselves on our winning workplace culture. Our focus is on empowering our employees, driving results, building strong camaraderie, and celebrating our wins as a team. Together, we bring infrastructure to life. 

The Role

As an Associate in the Project Structuring and Investment (PSI) Group, you will be part of a team leading our pursuit of P3 projects across North America. Working closely with senior management, you will be responsible for helping to structure and deliver debt and equity financing solutions, assisting with negotiating commercial arrangements, managing technical delivery strategies, and supporting the entire PSI Group in its general business activities.

The ideal candidate is a lateral thinker with the ability to identify solutions to complex problems and be interested in a career within the private equity environment. You must demonstrate strong attention to detail, time management, communication, ownership mentality, organization of data/information, self-initiative, work ethic, and integrity. Reporting to the Group Co-Head of PSI, your primary responsibility will be to build and manage the financial model for P3 projects in the US and Canada and support the business in all activities including traditional and new P3 procurement processes, the development and implementation of new PSI business initiatives and general corporate initiatives.


  • Financial modeling and analysis, including development and execution of detailed bank and capital markets funding solutions.
  • Supporting finance workstream on pursuits including model auditor, lenders’ technical advisor, lenders’ insurance advisor and rating agencies.
  • Review, understanding, and application of commercial structures for potential transactions.
  • Assist bid lead in developing team’s response to requests for qualifications and requests for proposals.
  • Preparation of documents including research papers, executive reviews, investment summaries, ratings papers, client communications, presentations, project management plans, progress reports, bid forms and other bid deliverables.
  • Internal communication and external communication with consortium partners, consultants and advisors.
  • Support senior management in other PSI activities and corporate initiatives as required.


  • Minimum Bachelor’s degree preferably in Finance, Economics, Accounting, Mathematics, Engineering or equivalent combinations of education and experience will be considered.
  • Minimum two (2) years’ work experience in a structured transactional environment in investment banking, advisory, development, or accounting, together with a general understanding of project finance and related accounting and taxation principles.
  • Prior experience in a P3 infrastructure development and investment environment will be highly regarded.
  • Strong analytical skills with the ability to create, complete and manage complex Microsoft Excel financial models.
  • Excellent organizational and coordination skills with the ability to effectively manage time, priorities, data, and multiple deliverables.
  • Solid communication skills (both written and oral) with the ability to make and create bid submission documents, credit papers and contract reviews and explain them in a clear and concise manner.
  • Ability to work independently with minimal direction, but also work cohesively in a small team environment.
  • Ability to work in a fast-paced, iterative, entrepreneurial environment.
  • Understanding of general business law with the ability to review and comprehend legal documents.
  • Advanced Microsoft Excel skills and experience with other Microsoft Office tools.

What We Offer

  • Competitive salary with annual bonus potential.
  • Comprehensive benefits package including medical, dental and vision, and 401k plan with employer contribution.
  • Four weeks’ vacation.
  • Long-term development opportunities and the ability to be part of an exciting and growing industry.

Note: Only those applicants under consideration will be contacted. Please accept our utmost appreciation for your interest. We are committed to continuous improvement, and a diverse and inclusive workplace for all. Plenary Americas is an Equal Employment Opportunity employer and employment decisions are based on merit and business needs only. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

Plenary Americas

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