• Outreach
• Anchoring or assisting in market outreach across identified segments and product categories through effective engagement with project developers and enterprises, industry associations like CLEAN and GOGLA, ecosystem enablers, investors/lenders and other stakeholders
• Preparing and updating marketing collaterals and presentations, in coordination with Communications team; convening seminars, webinars and workshops for the decentralised renewable industry
• Empanelling service providers for various project preparation activities

Applicant Evaluation

• Following up with applicants for ensuring receipt of proposals in the designated format, and ensuring receipt of information
• Conducting visits, wherever required, to applicants’ sites of manufacturing, offices and/or business operations and engaging with discussions with local representatives
• Writing appraisal reports/ memos incorporating all the facets of a case, for presenting to the internal screening committee/ Advisory Committee
• Convening/assisting in convening the committee meetings, participating in discussions and fielding case-related questions, and announcing awardees publicly on the website

Transaction Advisory/Contract Management

• Finalising scope of work for service providers with awardees, and list and schedule of deliverables
• Engaging with the awardees over the process of selecting service providers, which could include their floating request for proposals (RFPs) and bid processing as per CPI templates
• Managing contracts, monitoring submission of deliverables by selected service providers and interacting with Finance/ Accounts for grant disbursement
• Participating in discussions on deals with potential investors/lenders, wherever required, along with or behalf of the grant awardee; structuring and closing term sheets
• Coordinating with beneficiaries on their impact self-reporting initiatives, collating individual reports for overall program reporting to funder as per pre-determined KPIs for CPI; coordinating with the funders’
• Monitoring, Learning & Evaluation (MLE) team and their designated agencies for funders’ impact assessments, wherever required.

Other roles

• Writing concept notes and thematic reports on various aspects of climate/climate finance like DRE, climate-smart agriculture, etc.
• Engaging with other stakeholders like financiers, industry, multilateral development banks (MDBs),
• Government institutions, funders, advisory agencies, etc. in possible areas of collaboration

• A Post Graduate in Management/Finance or Chartered Accountant or Chartered Financial Analyst or have an equivalent experience
• Significant post-qualification experience in relevant financial services, e.g. investment banking, transaction advisory, corporate finance, credit rating and corporate banking.
• Significant experience of preparing financial projection models and deriving relevant ratios and valuation metrics out of them

CPI Commitment

Climate Policy Initiative is committed to diversity, equity and inclusion (DEI) and we are working to embed DEI across every facet of our organisation. We seek to establish a working environment where all board members, staff, volunteers, and contractors feel respected and valued regardless of gender, age, race, ethnicity, national origin, sexual orientation or identity, disability, education, or any other bias. We want to create an inclusive culture where all forms of diversity are openly valued as critical to the success of our organization and the achievement of our mission and vision.

If you have any support or access requirements, we encourage you to advise us at the time of application. We will then work with you to identify the best way to assist you through the recruitment process.

Competencies & Personal Attributes 

• An independent, analytical mind with an excellent track record of applying sound financial judgement to complex issues.
• Flexibility, professionalism, self-drive and enthusiasm for working as part of a team, with minimum guidance
• An ability to interact with a diverse array of people.
• An ability to work under pressure and tight deadlines.
• Outstanding written and verbal communication skills including fluency in English; ability to write appraisal reports or research reports quickly with depth of analysis and clarity of articulation
• Willingness to travel domestically.