Interview scorecard template

Climate Finance Consultant interview scorecard

Pre-screening scorecard for Climate Finance Consultant candidates.

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finance riskblended financeclimate financegcf proposalsgreen bonds
Complete evaluation framework

What to assess and how to score it

Review the evidence signals before interviewing. Then use the anchored descriptions—not instinct alone—to choose the score that best matches each answer.

01
Evaluation factor

Technical command

35% weight

Probe command of concessional and blended structures: first-loss tranches, guarantees, GCF and Adaptation Fund windows, ICMA Green Bond Principles, EU Taxonomy alignment and Article 6 credit accounting.

Evidence to listen for

  • Commands the instruments, models, or reporting standards the role turns on
  • Can build the analysis rather than only interpret someone else's
  • Knows the assumptions inside a model and which ones actually drive the answer
  • Fluent in the frameworks and disclosure regimes that apply

Five-point scoring guide

1
Poor

Cannot explain the instruments or standards they claim to work with.

2
Needs Improvement

Interprets others' analysis but cannot build or defend it.

3
Satisfactory

Solid working command; thin on unfamiliar structures or standards.

4
Very Good

Builds the analysis and knows which assumptions actually move the answer.

5
Excellent

Explains instrument selection and additionality reasoning fluently, citing specific funds, taxonomy criteria and carbon market mechanisms without vague sustainability language.

02
Evaluation factor

Deals and deliverables that closed

25% weight

Ask which funding proposals, NDC investment plans or green bond frameworks they wrote that reached board approval or issuance, with ticket sizes and co-financing ratios.

Evidence to listen for

  • Names transactions, filings, or reports they worked, with size, counterparties, and their own scope
  • Distinguishes their contribution from the deal team's
  • Knows what happened afterwards, including what underperformed
  • Can describe one that fell over and why

Five-point scoring guide

1
Poor

No completed work; describes process rather than outcomes.

2
Needs Improvement

Involved in transactions but cannot state their own scope.

3
Satisfactory

Real deliverables with adequate ownership; outcomes described loosely.

4
Very Good

Named transactions or filings with clear personal scope and honest post-mortems.

5
Excellent

Names approved proposals or issuances with amounts, accredited entity partners, leverage ratios and their own drafting or modelling role.

03
Evaluation factor

Risk judgement

25% weight

Test how they price physical and transition risk: scenario work under NGFS pathways, TCFD or ISSB disclosure gaps, currency risk in emerging markets, MRV credibility and greenwashing exposure.

Evidence to listen for

  • Distinguishes a modelled risk from a real one
  • States confidence and what would change their view
  • Comfortable disagreeing with a number that suits everybody
  • Knows the limits of the data behind a projection, especially over long horizons

Five-point scoring guide

1
Poor

Treats model output as truth; no sense of data limits.

2
Needs Improvement

Reports numbers without qualifying them; avoids unwelcome conclusions.

3
Satisfactory

Reasonable judgement; qualifies findings when prompted.

4
Very Good

States confidence unprompted and will hold an unpopular position on evidence.

5
Excellent

Separates real climate risk from reputational risk, quantifies exposures with scenario assumptions stated, and flags projects they advised against.

04
Evaluation factor

Explaining it to decision-makers

15% weight

Judge how they brief ministries, development bank investment committees and corporate CFOs who lack climate technical background, including term sheet negotiation and board paper writing.

Evidence to listen for

  • Explains a technical position to an investment committee, board, or regulator so they can act on it
  • Writes to the standard the audience is held to
  • Handles challenge without either caving or digging in
  • Works across legal, operations, and external counterparties

Five-point scoring guide

1
Poor

Cannot communicate beyond technical peers.

2
Needs Improvement

Explanations lose the audience or oversimplify to the point of error.

3
Satisfactory

Adequate with familiar audiences; less effective under challenge.

4
Very Good

Explains clearly to committees and regulators and holds up under challenge.

5
Excellent

Translates abatement cost curves and concessionality into decision-ready options, with examples of committees or ministers who acted on the recommendation.

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