Interviewing for Infra PE. What to expect?

I have received an invite several hours ago to interview to infra PE fund. Whilst I have had internships in growth equity and have IB coming up, I have zero what to expect on interviews from such specialised funds.

On behavioural side, what other unique soft and hard skills infra funds expect/want besides the classics (analytical skills, etc.)?

On technical side, if there are questions to test my infra knowledge, what kind of questions I can expect? What is commonly tested for infra? Any resources to prep? Time available 7 days.

Thank you in advance!!!

6 Comments
 

This is just one very small thing but I would look at their investments and, if they have any regulated utility assets, be prepared to talk about rate cases/the rate case process/rate base/how to model rate cases/riders.

I work in CD at a utility so I can’t really speak outside this specific part of Infra but if I were interviewing you I would want to see you demonstrate that you at least get the basics of those concepts.

 
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This is interesting to me. I work in energy too but on the development / IPP side, so I’ve never really thought about building a model from the standpoint of a regulated utility. Would be great to understand how your team thinks about things.

I’d assume the modeling would look something like this, but I could be way off:

  • Operating rate base projections: Aggregate all regulated assets and project revenues (before rate increases) through end of useful life, assuming increases in opex and some maintenance capex
  • New rate base portfolio: Using resource planning targets, make long term assumptions on amount of procurement from IPPs vs increases to new rate base, then add new rate base assets into projections of operating portfolio and project cashflows assuming no rate increase
  • Solve for rate increases over time every ~2-5 years to earn utility’s allowed return on equity on the operating and new rate base assets

I can imagine how complicated the modeling could get when you’re dealing with a ton of assets and making assumptions on the regulatory process side, which could be very utility-/state-specific. Id find it interesting to hear how you layer in debt and financings into the modeling.

Also, I’m curious how corporate expenses and costs related to PPA procurement w/ IPPs come into the analysis. I’d imagine these costs can’t come into the rate case modeling as the utility is only allowed to earn its rate of return on the rate base assets?

Let me know if you’d like to hear about anything on the IPP side, too!

 

Work at one of the large cap infra funds (KKR, GIP, Stonepeak). Our interview process is fairly consistent with other PE funds with standard form LBO test and ultimately ensuring you want to be in the infra space. Would not say that understanding infra technicals are a must so much as demonstrating a genuine interest in infrastructure investing. We expect a greater infra technical understanding if you came from a P&U background, but would not say this is a non-starter by any means as we hire from generalist M&A as well.

 

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