Portfolio Manager

About the role

The Portfolio Manager will play a critical role within the Capital Markets team, overseeing ongoing compliance, reporting, and operational obligations across the Company’s portfolio of financed projects. This individual will act as a central point of ownership and coordination between internal teams (finance, development, construction, operations, legal) and external stakeholders (lenders, tax equity investors, insurers, and advisors) to ensure all financing and project-level requirements are met.

Responsibilities

• Lead compliance with all covenants, reporting obligations, and deliverables under corporate credit facilities, project-level debt, and tax equity agreements
• Own the preparation and timely delivery of periodic reports (monthly, quarterly, annual), including financial statements, operating reports, compliance certificates, and investor updates
• Track key dates, milestones, and obligations across all financing agreements
• Partner with NineDot colleagues to gather required inputs from finance, development, construction, operations, and legal teams
• Manage and execute draw requests under construction loan facilities, including lender coordination and documentation review
• Oversee the process of adding new distributed energy projects into existing financing structures (construction debt and tax equity), including satisfaction of conditions precedent
• Coordinate with internal company stakeholders to ensure readiness for funding milestones
• Maintain detailed draw schedules and funding trackers
• Oversee the Company’s insurance program across the project portfolio and corporate level (property, liability, builder’s risk, etc.)
• Ensure all insurance policies meet requirements under financing agreements and project contracts
• Track renewals, certificates, and compliance deliverables
• Identify coverage gaps and coordinate mitigation strategies
• Serve as the primary internal point of contact and liaison with the Company’s insurance broker
• Carefully coordinate with lenders, tax equity investors, and third-party advisors on compliance, reporting, and operational matters
• Support diligence requests, audits, and ad hoc information needs from financing counterparties

Core Competencies

• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Drives Results - Constantly achieving results, even under tough circumstances.
• Interpersonal Savvy - Relating openly and comfortably with diverse groups of people.
• Manages Ambiguity - Operating effectively, even when things are not certain or the way forward is not clear.
• Nimble Learning - Actively learning through experimentation when tackling new problems, using both success and failures as learning fodder
• Plans and Aligns - Planning and prioritizing work to meet commitments aligned with organizational goals.
• Tech Savvy - Anticipating and adopting innovations in business-building digital and technology applications.

Requirements

• 5+ years of experience in project finance, asset management, or portfolio management within energy, infrastructure, or IPP platforms
• Strong hands on experience with tax equity structures, construction financing, and project-level debt
• Experience managing compliance and reporting under complex financing agreements
• Understanding of insurance requirements for energy or infrastructure projects
• Highly organized with strong attention to detail and ability to manage multiple deadlines
• Excellent communication skills and ability to coordinate across internal and external stakeholders
• Advanced Excel and financial modeling skills preferred

Benefits

• Medical, dental and vision coverage
• 5% employer match on your 401k retirement account
• 20 paid vacation days off, plus 7 sick days, 9 federal holidays and 3 personal floating holidays
• 12 weeks of 100% paid parental leave for both the primary and secondary caregiver within the first year of birth or adoption
• Wellness initiatives including a $1,000 stipend
• 16 volunteer hours plus two planned company-wide volunteer outings per year