Kyle Elizabeth Hoffman
New York,NY
Summary
Results-oriented finance professional with corporate and financial services experience in relationship management and the origination, structuring, and syndication of corporate and project finance debt. Cultivates client relationships through proactive outreach, consistent support, and strategic dialogue with key decision makers within the power and utilities sectors. Possesses a strong track record of increasing share of wallet, diversifying revenue stream, and achieving growth and profitability goals by identifying and delivering customized financial solutions related to financings, liquidity, risk management, and treasury services. Promotes a transparent and proactive working environment, with emphasis on collaboration and alignment between internal and external stakeholders - including clients, senior management, risk management and multiple business lines. Strong interest in the implementation of ESG practices and highly dedicated to fostering a culture of diversity and inclusion.
Overview
25
25
years of professional experience
Work History
Director, Fixed Income - Energy Transition
NextEra Energy
05.2023 - 08.2024
- Developed and maintained relationships with institutional investors, consultants, and key stakeholders in the ESG and fixed income space
- Created NextEra Energy's inaugural Green Financing Framework
- Analyzed NextEra Energy's debt holdings across key investors in the U.S. and European debt capital markets to develop a fixed income marketing strategy
- Collaborated with relevant internal subject matter experts to develop comprehensive strategy for NextEra Energy's inclusion in the various ESG- and sustainability-related indices
- Researched the requirements for key fixed income investors' participation in NextEra Energy's debt issuances to be included in the various thematic ESG and sustainability fixed income funds
- Provided regular updates on the performance of NextEra Energy's ESG and fixed income initiatives, monitored market trends and ESG developments to enhance ESG and fixed income investor initiatives and disclosures
Senior Client Executive, Utilities, Global Client Management (GCM)
BNY Mellon
01.2021 - 01.2023
- Managed 21 investment grade utility clients, with specific emphasis on the cross sell of debt capital markets, asset servicing, treasury services, liquidity and cash management, and corporate trust products
- Exceeded growth targets in each 2021 and 2022, generating over $10M in annual new business through cross sell efforts
- Hosted and developed content for the Edison Electric Institute's Spring ESG conference in April 2022
- Appointed and served as GCM representative on the Pittsburgh Market Leadership Team and as mentor to analysts in the Client and Strategy Leadership Program
Director, Power & Utilities, Banking and Corporate Finance
Santander Bank, N.A.
01.2014 - 01.2020
- Led and managed team of 4 responsible for client coverage of 22 IOUs and IPPs
- Developed and successfully executed marketing strategy that doubled the utilities P&L in the first two years and yielded a 5-year CAGR of ~15%
- Increased revenue and diversified P&L concentration away from project finance to a higher proportion of corporate and international revenue generation derived from client onboarding, uptiers, and bookrunner capital markets mandates
- Delivered advisory, financing, treasury services, liquidity, and risk management mandates for subsidiaries of US clients in Europe and Latin America.
Vice President, Power & Utilities, Corporate Banking
RBC Capital Markets
01.2011 - 01.2013
- In coordination with senior bankers and product partners, originated, structured and managed credit approval process for ~50 corporate and 10 non-recourse financings for +30 U.S
- Power and utilities clients
- Managed 8 client accounts
- Acted as first point of contact for all risk management interface and supervised the work of junior staff, including pitchbooks, due diligence, credit analysis, underwriting material, and capital committee memos.
Vice President, Loan Syndications
Rabobank International
01.2009 - 01.2010
- Pitched financing proposals and executed mandated transactions by overseeing the preparation of marketing materials, due diligence, negotiating legal documentation, and facilitating financial close
- Fielded investor questions and initiated secondary loan trades
- Trained and provided guidance to junior team members, including overseeing the preparation of information memorandums, bank meeting presentations, industry comparables, and market updates.
Associate to Vice President, Loan Syndications
BNP Paribas Securities Corp.
01.2006 - 01.2009
- Pitched financing proposals and executed mandated transactions by overseeing the preparation of marketing materials, due diligence, negotiating legal documentation, and facilitating financial close
- Fielded investor questions and initiated secondary loan trades
- Trained and provided guidance to junior team members, including overseeing the preparation of information memorandums, bank meeting presentations, industry comparables, and market updates.
Finance Manager, Treasury
The AES Corporation
01.2002 - 01.2006
- Assisted with the management of rating agency and bank relationships for the holding company
- Coordinated with portfolio companies on subsidiary level financings, bank and rating agency relationships and debt compliance
- Managed the corporate debt compliance program, structured, and executed corporate credit support including ISDAs, letters of credit and guaranties
- Key Initiatives: created electronic library of global debt documentation, developed bank relationship fee analysis, reduced letter of credit fees resulting in annual savings of ~$350,000.
Analyst, Power & Utilities, Corporate Banking
Bank of America
01.2000 - 01.2002
- Prepared credit approval memorandums, including financial and industry analysis, modeling, and credit risk assessment for IOUs and IPPs located in the Midwest, Mid-Atlantic, and Northeast U.S
- Completed formal 8-week credit training program
Education
Candidate, Master of Science - Sustainability Management
Columbia University
New York, NYBachelor of Science - Business Administration & Spanish
Meredith College
Raleigh, NCSkills
- Business Development
- Relationship Management
- Revenue Optimization
- Loan Syndications
- Credit Underwriting
- Risk Management
- Power & Renewables
- ESG
- Corporate Finance
Professional Development
- Member of Women's Energy Network
- Member of Financial Planning Committee, American Gas Association (2022, 2016, 2015)
- Completed the AES Emerging Leadership Program at the Darden School of Business
Timeline
Director, Fixed Income - Energy Transition
NextEra Energy
05.2023 - 08.2024
Senior Client Executive, Utilities, Global Client Management (GCM)
BNY Mellon
01.2021 - 01.2023
Director, Power & Utilities, Banking and Corporate Finance
Santander Bank, N.A.
01.2014 - 01.2020
Vice President, Power & Utilities, Corporate Banking
RBC Capital Markets
01.2011 - 01.2013
Vice President, Loan Syndications
Rabobank International
01.2009 - 01.2010
Associate to Vice President, Loan Syndications
BNP Paribas Securities Corp.
01.2006 - 01.2009
Finance Manager, Treasury
The AES Corporation
01.2002 - 01.2006
Analyst, Power & Utilities, Corporate Banking
Bank of America
01.2000 - 01.2002
Candidate, Master of Science - Sustainability Management
Columbia University
Bachelor of Science - Business Administration & Spanish
Meredith College
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