Asset Management Manager – Waterfalls & Reporting

Asset Management Manager – Waterfalls & Reporting

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Job Summary We are seeking an experienced Asset Management Manager to lead our waterfall ‑ modeling and investor ‑ reporting function for a growing portfolio of residential and commercial solar assets. You will manage a small team of analysts and associates, own the integrity of our cash ‑ waterfall models, and oversee all investor and lender reporting activities. Partnering with accounting, tax, legal, operations, and third ‑ party auditors, you will ensure accurate, timely distributions and compliance with all financing agreements.

• Team Leadership & Development – Supervise, mentor, and review work of waterfall analysts and associates – Set priorities, allocate resources, and drive accountability for deliverables and timelines – Provide training on waterfall modeling, covenant testing, and reporting best practices
• Waterfall Modeling & Distributions – Oversee the build and maintenance of multi ‑ tranche waterfall models covering debt tranches, equity returns, fees, and reserves – Validate and approve monthly/quarterly distribution calculations, debt ‑ service payments, and equity cures per contract waterfalls – Monitor covenant compliance (LTV, DSCR, yield tests); elevate and coordinate remediation of any breaches
• Investor & Lender Reporting – Own the preparation and delivery of investor reports, distribution statements, and compliance certificates on the specified cadence – Ensure data from accounting, collections, and lease ‑ management teams is accurately synthesized into executive dashboards and narratives – Act as primary escalation point for investor and lender inquiries, providing strategic insights and variance analyses
• Controls, Audit & Governance – Lead third ‑ party audits by coordinating data requests, reconciliations, and documentation of controls – Develop and enforce robust model governance standards, version controls, and audit ‑ ready documentation
• Process Improvement & Automation – Identify and lead automation initiatives (Excel VBA, Python scripts, BI tools) to streamline waterfall updates and reporting workflows – Standardize templates, checklists, and procedures to improve accuracy and efficiency across the reporting function
• New Portfolio Onboarding – Guide the configuration of waterfall models and reporting frameworks for newly acquired or financed assets – Oversee integration of site ‑ level performance data, historical financials, and contractual terms into the master system – Coordinate cross ‑ functional requirements (accounting, tax, legal, operations) to ensure seamless handover into ongoing asset management

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 6–8 years of relevant experience in structured ‑ finance modeling, investor reporting, or asset management
• 2+ years of people ‑ management experience, including coaching and performance reviews
• Advanced proficiency in Microsoft Excel (waterfall modeling, VBA) and familiarity with BI tools (Power BI, Tableau)
• Strong verbal and written communication skills, with demonstrated ability to present complex analyses to senior stakeholders
• Excellent organizational skills, attention to detail, and commitment to maintaining robust controls

• Master’s degree in Finance, Business, or a related discipline
• Prior experience in renewable ‑ energy finance, infrastructure, or distributed ‑ asset structured ‑ finance
• Familiarity with data ‑ management platforms or CRM systems (Salesforce, Argus, or equivalent)
• Track record leading process ‑ automation projects in a finance or asset ‑ management setting

Location:

Houston, TX. Salary: $‑$.