Associate - Portfolio Management

Overview

This role supports the organization’s Infrastructure Finance team and involves portfolio management responsibilities for a renewable energy infrastructure portfolio. The Associate will work with complex renewable energy project finance loans, including loans for projects under construction or operational, as well as construction bridge loans that monetize tax credits.

The position coordinates closely with Credit Underwriting teams, Relationship Managers, and Portfolio Strategy & Analytics across the organization’s Renewable Energy, Broadband Infrastructure, and Power & Utilities business segments.

Responsibilities

• Support Infrastructure Finance loan performance by collaborating with internal stakeholders, including Credit, Underwriters, and Relationship Managers.
• Partner with Portfolio Strategy & Analytics and the Credit team to support strategic credit assessments, ensuring alignment with business strategies and performance goals.
• Support Portfolio Strategy & Analytics by:
  • Preparing and managing loan modification requests, consents, waivers, amendments, and term conversions, including legal document reviews.
  • Coordinating with Loan Operations to review and process borrowing and disbursement requests.
  • Gathering required project information and documentation for due diligence and providing support to credit underwriters as needed.
  • Helping create management reports, including quarterly monitoring of portfolio deals and tracking portfolio trends and statistics.
• Gather and assess industry information to understand macro impacts on the portfolio and individual transactions.
• Interact with Underwriting to support loan acquisitions in alignment with the organization’s policy and standards.
• Take the lead on special projects that improve borrower- and portfolio-level decision-making and reporting capabilities.
• Advise business partners on credit risk matters relevant to underwriting decisions for portfolio borrowers’ loans coming up for refinancing.
• Provide technical advice on engineering, procurement, construction, and operations of renewable energy and other infrastructure projects as it relates to covenants, reserve requirements, and events of default in project finance and structured credit documentation.
• Work with the Managing Director of Renewable Energy to develop policies and procedures that drive efficiencies across the business.
• Assist with the ongoing development of loan administrative, operations, and closing functions and support implementation of infrastructure projects.
• Represent the organization at industry conferences and lender visits.
• Contribute to organization-wide initiatives and processes aimed at improving efficiency, productivity, sourcing, and credit quality.
• Provide guidance to junior portfolio management team members by reviewing and advising on deliverables.

Requirements

• Strong verbal and written communication skills, including the ability to communicate effectively with staff and clients.
• Proficiency in a computerized office environment, with solid ability in MS Office applications—especially PowerPoint, Excel, Teams, Power BI, and Copilot.
• Familiarity with, and ability to become proficient with, the organization’s online loan origination and servicing platforms and applications.
• Strong work ethic and ability to manage one or more tasks efficiently and effectively with minimal supervision.
• Understanding of finance and accounting, particularly energy finance, public accounting, banking, or related experience.
• Self-starter mentality with high intellectual curiosity.

Education and Experience

• Bachelor’s degree in accounting, finance, business administration, economics, engineering, or related field.
• Five or more (5+) years of experience in finance, commercial banking, renewable energy, or other energy-related fields.

Compensation & Benefits

• Salary is competitive.
• Typical starting salary range: $120,000–$150,000, with variation based on experience and geography.
• Compensation may include performance-based bonus and equity-based awards.
• Individual compensation will be commensurate with the candidate’s experience.

Location

• The position can be based in Washington, DC or Johnston, IA, or remote.
• Work outside of core hours may be required for planned and unplanned activities to complete time-sensitive projects or to attend off-site meetings or events.