Chief Investment Officer

About US

ClearGen Holdings LLC (“ClearGen”) is a sustainable infrastructure investment platform providing enabling capital for the energy transition. We take a disciplined, process-driven approach to asset-based financing, partnering with developers who are rapidly scaling pipelines in commercial and industrial solar, community solar, distributed generation, microgrids, energy efficiency, and EV charging.

Founded in 2020, ClearGen has evolved from a lean startup to a platform entering a meaningful scaling phase. Backed by CBRE Investment Management, we have the resources and expertise to expand partnerships, pursue strategic acquisitions, and continue investing in high-quality distributed assets. As our portfolio grows and transaction volume increases, we remain grounded in the principles that shaped our early success: sharp execution, thoughtful design, and a deep commitment to long-term impact.

For our team members, we strive to offer something truly distinctive: a culture built on clarity, accountability, and an unwavering commitment to excellence. Our success is driven by the talent, dedication, and creativity of our people, and we work to ensure they can see and feel the impact of their contributions. As we scale, we remain a relatively flat organization where ideas move quickly, every voice matters, and meaningful work is the norm. We hold ourselves to high standards, achieve great things together, and value the exceptional people who make that possible.

Headquartered in Charlotte, we operate on a flexible hybrid schedule which entails three days in the office each week and two days working remotely.

About the Role

Reporting directly to the CEO, this role leads the development and execution of investment strategies supporting the growth goals of a multi-asset renewable energy portfolio. Responsibilities include the identification and evaluation of new investment opportunities, negotiating partnership agreements, acquiring energy assets, and leading debt and equity financing. Importantly, candidates should demonstrate experience working with commercial counterparties, negotiating, and managing complex commercial contracts and conducting due diligence on renewable energy assets.

ClearGen’s business strategy involves building strong partnerships with development partners, generating investable projects, managing a diverse portfolio of energy assets, and sourcing competitive capital. The CIO leads the underwriting function and is responsible for valuing assets and pricing risk, ensuring investment strategies are aligned with the company’s growth and return objectives, and sourcing new partnering and acquisition opportunities.

Responsibilities

• Develop and implement strategies for acquiring portfolio assets which drive ClearGen’s objectives. Identify and evaluate new investment opportunities in the renewable energy sector.
• Negotiate and oversee the execution and implementation of partnership agreements.
• Provide executive leadership for the investment valuation and due diligence processes.
• Direct and guide the implementation of risk management strategies to safeguard the firm's financial interests, which includes assessing and mitigating financial risks associated with renewable energy projects, market volatility, and regulatory changes.
• Lead financial marketing activities to promote the firm's investment strategy and performance to clients, investors, and other stakeholders.
• Build and maintain relationships with key stakeholders, including investors, project developers, and regulatory bodies.
• Prepare reports, deliver investment presentations to the CEO and Board of Directors, publish thought leadership content and attend industry events.
• Provide leadership to teams operating within the underwriting and capital markets functions.
• Align investment strategies with business objectives by understanding client needs, assessing market demand, managing risks, ensuring compliance, and measuring performance effectively.

Desired Qualifications

• Bachelor's degree in finance, accounting, economics, or a related field. Masters preferred.
• Over 10 years of experience in underwriting, finance, and capital markets, with a strong track record in sourcing and structuring funding for renewable energy projects.
• 7+ years of leadership experience, including a proven track record in leading individual contributors and senior leaders, with a strong emphasis on attracting, engaging, and developing top talent, demonstrated through measurable outcomes.
• Profound understanding of financial valuation methods relevant to renewable energy projects, coupled with strong analytical skills to assess complex financial models and manage risk.
• Expertise in leading due diligence, asset valuation, and financial reporting to sponsors.
• Deep understanding of intricate renewable energy financing structures, tax incentives.
• Exceptional communication skills, adept at expertly presenting investment opportunities to stakeholders, and possessing the capability to lead and guide others in this crucial aspect.
• Authoritative understanding of renewable energy technologies and an acute awareness of dynamic market trends, and a strong grasp of regulatory landscapes.

Location/Schedule

While Charlotte candidates are preferred, we are open to remote arrangements for those in the Eastern or Central time zones who can travel regularly to Charlotte and are based near a major airport with strong flight connectivity.

Travel

If based remotely, this role involves approximately 40% travel, including regular visits to our Charlotte headquarters (typically twice per month) and occasional travel to partner locations and industry conferences.

Equal Opportunity & Accessibility
ClearGen is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other legally protected characteristic. We value diversity and are committed to creating an inclusive environment where all team members can thrive.

If you require a reasonable accommodation to apply for a position or to participate in the interview process, please contact our Human Resources team at careers@cleargen.com and include “accommodation request” in the subject line.

Recruitment Agencies:

ClearGen does not accept unsolicited resumes or candidate submissions from third-party recruiters or staffing agencies. Any unsolicited resumes will be considered the property of ClearGen, and no fees will be paid should we hire a candidate by other means.