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Portfolio Associate
Company logo (non-clickable)
Spencer Ogden
13 days ago
Posted date
13 days ago
N/A
Minimum level
N/A
OtherJob category
Other
About the Company

The company prides itself on fostering a culture centered around sustainability. It values progress and collaboration while ensuring that the work environment remains enjoyable and engaging. Strong internal relationships and teamwork are core to its success, with a focus on passion and collective effort to drive change.

About the Role

The role will involve working alongside the Portfolio Finance and Capital Markets teams, with responsibilities including:

  • Supporting various financing activities such as debt term conversions, tax equity fundings, refinancings, tax equity partnership buyouts, and asset divestitures.
  • Reviewing and negotiating changes to transaction and project documentation, including amendments, waivers, and approvals from financing parties.
  • Leading due diligence processes during funding stages, coordinating with consultants, legal teams, technical teams, and other stakeholders.
  • Collaborating with internal teams like Construction, Corporate Finance, and Asset Management to address ongoing financing requirements.
  • Managing and updating financial tracking models and supporting internal and external requests for modeling related to projects under construction and in operation.
  • Maintaining professional communication with a range of internal and external stakeholders, including senior executives, financial institutions, and investors.


What We Look For
  • Strong knowledge of renewable energy development.
  • Experience with project finance and tax equity transactions, including managing and auditing financial tracking models.
  • A passion for renewable energy and a strong commitment to contributing to climate solutions.
  • Experience in transactions within the energy, infrastructure, or real estate sectors, ideally in roles with developers, operating companies, private equity firms, management consulting, or banking.
  • Basic understanding of tax equity structures, partnership tax principles, and construction/term loan facilities.
  • Advanced financial modeling skills with the ability to collect, organize, and analyze data to draw meaningful conclusions.
  • Excellent organizational, project management, and attention to detail skills.
  • Strong written and verbal communication skills, with discretion in handling confidential matters and interacting with external parties.
  • Ability to collaborate in a dynamic, fast-paced environment, manage multiple priorities, and identify critical tasks.


Minimum Qualifications
  • 2-4+ years of experience in project finance.
  • 1+ year of experience in renewable energy.
  • Bachelor's degree in finance, accounting, or related field (MBA or CFA is a plus).
  • Solid understanding of renewable energy markets, solar technologies, and project finance principles.
  • Proficiency with Microsoft Office, particularly advanced skills in PowerPoint and Excel.
  • Work in an East Coast or West Coast based office.
  • Willingness to travel up to 15%.


Our Benefits

The organization values diversity and inclusion, encouraging employees to be their authentic selves at work. Benefits include:

  • Medical, dental, and vision coverage with no premiums.
  • Company contribution to 401(k) plans.
  • Annual bonus eligibility.
  • Unlimited Paid Time Off (PTO).
  • Paid company holidays.
  • Wellness and cell phone credits.
  • Life and AD&D Insurance.
  • Employee Resource Groups (ERGs) for community and support.
  • Opportunities for professional growth and development within the company.
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JOB SUMMARY
Portfolio Associate
Company logo (non-clickable)
Spencer Ogden
Washington
13 days ago
N/A
Full-time