Portfolio Manager

About The Role

The Portfolio Manager will oversee compliance, reporting, and operational obligations across NineDot's financed projects. This role requires collaboration with various internal teams and external stakeholders 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
• Prepare and deliver 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)
• Maintain detailed draw schedules and funding trackers
• Oversee the Company’s insurance program across the project portfolio and corporate level
• 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
• 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

Required Education And Experience

• 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
• 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