Senior Manager, Portfolio Management
New
Fully remote-first work environment across the United States and CanadaFull-TimeManager
Salary200,000 - 300,000 USD per year
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Job Details
- Experience
- 5+ years
- Required Skills
- PythonSQLMicrosoft Excel
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Environmental Studies, or a related field; MBA or advanced degree preferred.
- 5+ years of experience in renewable energy finance, project finance, structured finance, asset management, or related investment roles.
- Strong expertise in tax equity, preferred equity structures, partnership flip models, funding mechanics, and tax compliance frameworks.
- Experience managing complex investment portfolios, including restructurings, amendments, and investor relations activities.
- Background in investment banking, project finance, leveraged finance, or structured credit at a commercial or investment bank strongly preferred.
- Excellent analytical, organizational, and communication skills.
- Proficiency with financial modeling, portfolio management systems, and data analysis tools such as Excel, SQL, Python, or similar platforms.
- Comfort working with AI-enabled technologies and workflow automation tools.
- FINRA SIE and Series 79 licenses required or willingness to obtain within 90 days.
Responsibilities
- Support the design, implementation, and scaling of portfolio management frameworks for renewable energy tax equity and preferred equity investments.
- Oversee post-closing investment management activities, including funding schedules, portfolio monitoring, reporting, and stakeholder coordination.
- Monitor financial, tax, and operational performance metrics across investments, proactively identifying risks, variances, and optimization opportunities.
- Manage amendments, restructurings, consent requests, and ongoing compliance with partnership agreements and regulatory requirements.
- Collaborate closely with Finance, Legal, and investment teams to ensure seamless execution and portfolio governance.
- Prepare detailed reports and presentations for investors, management, and board stakeholders aligned with institutional standards.
- Enhance portfolio systems, workflows, and reporting processes using data-driven and AI-enabled tools to improve efficiency and scalability.
- Contribute to strategic portfolio initiatives, including secondary market opportunities, exits, and long-term portfolio optimization efforts.
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