Senior Portfolio Analyst - Infrastructure Finance

Overview

This role supports the organization’s Infrastructure Finance team and involves portfolio management and credit analysis for complex renewable energy project finance loans. Responsibilities include ongoing monitoring and required reviews for loans that are under construction, operational, and construction bridge loans used to monetize tax credits.

The position also assists with underwriting new loans, preparing credit memos, performing due diligence, analyzing complex cash flow project finance models, and supporting closing activities and loan purchases. The role requires the ability to manage multiple deals at different stages, work with minimal supervision, and communicate effectively with internal stakeholders.

Responsibilities

• Support Infrastructure Finance loan performance and collaborate with internal stakeholders, including Credit, Underwriters, and Relationship Managers.
• Partner with Portfolio Strategy & Analytics and the Credit team to support strategic credit assessments, aligned with business strategies and performance goals.
• Support Portfolio Strategy & Analytics with:
  • Preparing and managing loan modification/consents/waivers/amendment requests and term conversions
  • Reviewing legal documentation
  • Coordinating with Loan Operations to review and process borrowing and disbursement requests
  • Gathering project information and documentation for due diligence and supporting credit underwriters as needed
  • Assisting with management reporting, including quarterly monitoring of portfolio deals and portfolio trends/statistics
• Gather and assess industry information to understand macro impacts on the portfolio and individual transactions.
• Interface with Underwriting to support loan acquisitions aligned with organization policy and standards.
• Support risk rating assessment and ongoing management of the loan portfolio and required reviews.
• Assist in underwriting analysis and credit approval memos when necessary.
• Assist in the development of policies and procedures with the Managing Director of Renewable Energy to drive efficiencies across the business.
• Support ongoing development of loan administrative, operations, and closing functions, and the implementation of infrastructure projects.
• Represent the organization at industry conferences and during lender visits.
• Support organization-wide initiatives to improve efficiency, productivity, sourcing, and credit quality.

Requirements

• Strong verbal and written communication skills with the ability to communicate effectively with staff and clients.
• Proficiency in a computerized office environment with strong MS Office skills, 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 and ability to manage one or more tasks efficiently and effectively with minimal supervision.
• Fundamental understanding of finance and accounting, particularly energy finance and related experience.
• Self-starter with high intellectual curiosity.

Education and Experience

• Bachelor’s degree in accounting, finance, business administration, economics, engineering, or related field.
• Four to six (4-6) years of experience in finance, commercial banking, renewable energy, or other energy-related fields.

Compensation & Benefits

• Salary is competitive.
• Typical starting salary range: $90,000–$120,000.
• Compensation may vary based on experience and geography, plus performance-based bonus and equity-based awards.
• Individual compensation will be commensurate with the candidate’s experience.

Location

• 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.