Industrial Trainee – Finance IM (TIS Team)
AI Summary
About the roleDescribe the role and team the candidate will be joiningWhat you'll doMaintain and update centralized trackers and databases for financing agreements, contractual obligations, and project documentation, ensuring accuracy and completeness at all times • Support dataroom operations — including document classification, posting, allocation, and follow-up on open requests in coordination with internal and external stakeholders Assist with distribution of periodic financial reports and i
About this role
About the role
- Describe the role and team the candidate will be joining
What you'll do
- Maintain and update centralized trackers and databases for financing agreements, contractual obligations, and project documentation, ensuring accuracy and completeness at all times •
- Support dataroom operations — including document classification, posting, allocation, and follow-up on open requests in coordination with internal and external stakeholders
- Assist with distribution of periodic financial reports and investor-facing documents, ensuring timely and accurate delivery •
- Support the Letters of Credit administration process including tracker maintenance, bank coordination, and renewal follow-ups
- Download, organize, and post monthly bank statements across 20+ banking counterparties, following established folder structures and naming conventions •
- Contribute to amendment tracker maintenance classifying and recording changes to financing agreements on a regular cadence •
- Assist with audit support activities including confirmation tracking, document retrieval, and stakeholder coordination during audit cycles •
- Identify opportunities to reduce manual effort in recurring workflows and support the team on automation projects using available tools and platforms
Qualifications
- Be proficient in Excel — including formulas, pivot tables, and data organisation; experience with VBA or macros is preferred
- Have prior exposure to or interest in SQL, Python, or similar tools for working with and querying structured datasets
- Have experience with or curiosity about AI-powered productivity tools — such as Claude, Cowork, ChatGPT, or similar — and an interest in applying them to automate and improve workflows
- Have built or contributed to apps, dashboards, or automated solutions — using platforms such as Power BI, Lovable, or no-code/low-code tools — or have a strong interest in doing so
- Be organised, reliable, and proactive — able to follow established processes consistently, flag gaps without being prompted, and communicate clearly with the team
- Have a strong eye for detail and a structured, methodical approach to working with data and documents
About DESRI
DESRI (formerly D. E. Shaw Renewable Investments) is a market-leading owner and operator of renewable energy projects throughout the United States. We have acquired or developed approximately 11.9 gigawatts of contracted capacity across a portfolio of over 80 renewable energy projects in 24 states. DESRI is run by a dynamic team with offices located at New York, Denver, and Hyderabad (India).
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