Associate - Portfolio Management

Overview

This role supports the Infrastructure Finance team within the organization, focused on portfolio management for complex renewable energy project finance loans. Responsibilities include working with credit underwriting teams, relationship managers, and portfolio strategy and analytics across renewable energy and related infrastructure segments.

Responsibilities

• Support ongoing loan performance and collaborate with key internal stakeholders, including Credit, Underwriters, and Relationship Managers.
• Partner with Portfolio Strategy & Analytics and Credit to support strategic credit assessments, aligning portfolio work with business strategies and performance goals.
• Work closely with Portfolio Strategy & Analytics to:
  • Prepare and manage loan modification/consents/waivers/amendment requests and term conversions.
  • Conduct legal document reviews.
  • Coordinate with Loan Operations to review and process borrowing and disbursement requests.
  • Gather required project information and documentation for due diligence and support credit underwriters as needed.
  • Assist with management reporting, 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 organizational policy and standards.
• Lead special projects that enhance the portfolio management team’s decision-making and borrower- and portfolio-level reporting capabilities.
• Advise business partners on credit risk-related matters that inform underwriting decisions for portfolio borrowers’ loans coming up for refinancing.
• Provide technical guidance related to engineering, procurement, construction, and operations of renewable energy and other infrastructure projects, as applicable to covenants, reserve requirements, and events of default in project finance and structured credit documentation.
• Support the Managing Director of Renewable Energy in developing policies and procedures that drive operational efficiencies across the business.
• Assist in developing and supporting loan administration, operations, and closing functions, and support the implementation of infrastructure projects.
• Represent the organization at industry conferences and lender visits.
• Contribute to organization-wide initiatives and processes to improve 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, with the ability to communicate effectively with staff and clients.
• Proficiency working in a computerized office environment; solid ability in MS Office applications, especially PowerPoint, Excel, Teams, Power BI, and Copilot.
• Familiarity with, and ability to become proficient with, online loan origination and servicing platforms and applications.
• Strong work ethic with the 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 mindset with high intellectual curiosity.

Education & 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 (varies 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

• 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.