Manager, Portfolio Management

About the role

Serve as the primary relationship manager for tax equity investors, senior lenders and financing parties across the operating portfolio
Coordinate quarterly and annual investor reporting packages
Manage tax equity compliance requirements and reporting obligations
Support investor inquiries; coordinate with internal and external tax advisors on tax and partnership matters
Monitor tax equity yield projections and identify risks or opportunities affecting investor returns
Facilitate investor approvals, consents, and governance requirements
Manage compliance with debt agreements, reserve requirements, and financing covenants, and coordinate lender reporting and information requests
Maintain financial models and long-term forecasts in collaboration with Asset Management and Accounting teams
Analyze portfolio cash flows, distributions, and financial performance against business plans, and support portfolio performance reporting
Evaluate opportunities to enhance portfolio value through refinancing or restructuring
Support divestiture activities, including financial due diligence and transaction execution, and assess the financial impacts of operational and commercial decisions across the portfolio
Work with the operating businesses to assess, understand, and mitigate key business risks across the portfolio
Partner with Asset Management, Accounting, Treasury, and Legal on operational, reporting, liquidity, and financing matters
Support executive management reporting and board presentations

Responsibilities

• Serve as the primary relationship manager for tax equity investors, senior lenders and financing parties across the operating portfolio
• Coordinate quarterly and annual investor reporting packages
• Manage tax equity compliance requirements and reporting obligations
• Support investor inquiries; coordinate with internal and external tax advisors on tax and partnership matters
• Monitor tax equity yield projections and identify risks or opportunities affecting investor returns
• Facilitate investor approvals, consents, and governance requirements
• Manage compliance with debt agreements, reserve requirements, and financing covenants, and coordinate lender reporting and information requests
• Maintain financial models and long-term forecasts in collaboration with Asset Management and Accounting teams
• Analyze portfolio cash flows, distributions, and financial performance against business plans, and support portfolio performance reporting
• Evaluate opportunities to enhance portfolio value through refinancing or restructuring
• Support divestiture activities, including financial due diligence and transaction execution, and assess the financial impacts of operational and commercial decisions across the portfolio
• Work with the operating businesses to assess, understand, and mitigate key business risks across the portfolio
• Partner with Asset Management, Accounting, Treasury, and Legal on operational, reporting, liquidity, and financing matters
• Support executive management reporting and board presentations

Requirements

• An undergraduate degree in Finance, Accounting, Economics, Business, Engineering, or related field
• 5+ years of relevant experience in renewable energy finance, project finance, portfolio management, asset management, infrastructure investing, business advisory, audit, or consulting roles
• Experience working with tax equity structures and project finance debt facilities, and a strong understanding of renewable energy financing structures and partnership arrangements
• Experience with solar and energy storage portfolios, and familiarity with partnership flip structures and renewable energy tax credits, considered an asset
• Knowledge of project finance documentation and covenant compliance, and experience supporting M&A, refinancing, or capital markets transactions, considered an asset
• A professional designation (CPA/CA, CFA, MBA, or equivalent) a plus
• Strong working knowledge of a variety of computer applications including word processing, spreadsheets, and presentation software (MS Word, Excel, PowerPoint)
• Strong written and verbal communication skills, with the ability to engage effectively with senior executives, capital partners, and external advisors
• Self-motivated, proactive, and able to work effectively in a fast-paced, dynamic environment with limited structure and multiple competing priorities
• Strong interpersonal skills and the ability to handle confidential and non-routine information with discretion
• Advanced quantitative, analytical, and financial modeling abilities
• Strong organizational skills and attention to detail
• Experience managing multiple projects and competing requirements
• Experience managing external investor and lender relationships

Qualifications

• Knowledge of renewable energy industry
• Experience in financial analysis and modeling
• Ability to work independently and as part of a team
• Strong problem-solving and decision-making skills
• Excellent communication and interpersonal skills

Skills

• Financial analysis and modeling
• Project finance and debt structuring
• Renewable energy industry knowledge
• Communication and interpersonal skills
• Problem-solving and decision-making skills

Benefits

• Competitive salary range: $150,000.00 - $185,000.00, with bonus eligibility
• Health benefits program
• 401(k) plan
• Open, dynamic, and collaborative workspaces
• Personalized growth and development opportunities

Pay

$150,000.00 – $185,000.00, bonus eligible

Schedule

Full-time