Portfolio Manager
Listed on 2026-07-18
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Finance & Banking
Risk Manager/Analyst, Corporate Finance
Salary Range: $150,000 - $170,000 plus bonus & stock options
Reports to: VP, Capital Markets
Location: Brooklyn, NY (Hybrid)
About The Company:
Nine Dot's name derives from the classic mathematical puzzle for sparking out-of-the-box solutions. As a leading community-scale, clean energy developer with a growing portfolio of projects across a range of technologies, Nine Dot Energy is creating innovative energy solutions that support a more resilient electric grid, deliver economic savings, address environmental justice and reduce carbon emissions. We plan to develop, build and operate more than 400 MW of clean energy systems by 2026 that will strengthen the local power grid infrastructure and provide clean, reliable and resilient power to tens of thousands of New York households and businesses.
This is all in support of New York State’s mission to achieve 100% clean energy by 2040.
With the backing of Manulife Investment Management and The Carlyle Group - two of the world’s leading infrastructure investors - Nine Dot is continuing to expand its core battery energy storage pipeline, deliver enhanced products and services, explore new regions and consider potential acquisitions all to advance the decarbonization of New York’s grid. This is an exciting opportunity to build a platform from the ground-up with a world-class team of developers and innovators.
Job Summary
The Portfolio Manager will play a critical role within the Capital Markets team, overseeing ongoing compliance, reporting, and operational obligations across the Company’s portfolio of financed projects. This individual will act as a central point of ownership and coordination between internal teams (finance, development, construction, operations, legal) and external stakeholders (lenders, tax equity investors, insurers, and advisors) to ensure all financing and project-level requirements are met.
This role is ideal for a detail-oriented finance professional who thrives at the intersection of capital markets, operations, and compliance in a fast-growing infrastructure platform.
Responsibilities:
Financing Compliance & Reporting
- Lead compliance with all covenants, reporting obligations, and deliverables under corporate credit facilities, project-level debt, and tax equity agreements
- Own the preparation and timely delivery of periodic reports (monthly, quarterly, annual), including financial statements, operating reports, compliance certificates, and investor updates
- Track key dates, milestones, and obligations across all financing agreements
- Partner with Nine Dot colleagues to gather required inputs from finance, development, construction, operations, and legal teams
- Manage and execute draw requests under construction loan facilities, including lender coordination and documentation review
- Oversee the process of adding new distributed energy projects into existing financing structures (construction debt and tax equity), including satisfaction of conditions precedent
- Coordinate with internal company stakeholders to ensure readiness for funding milestones
- Maintain detailed draw schedules and funding trackers
Insurance Management & Compliance
- Oversee the Company’s insurance program across the project portfolio and corporate level (property, liability, builder’s risk, etc.)
- Ensure all insurance policies meet requirements under financing agreements and project contracts
- Track renewals, certificates, and compliance deliverables
- Identify coverage gaps and coordinate mitigation strategies
Broker & Stakeholder Management
- Serve as the primary internal point of contact and liaison with the Company’s insurance broker
- Coordinate with lenders, tax equity investors, and third‑party advisors on compliance, reporting, and operational matters
- Support diligence requests, audits, and ad‑hoc information needs from financing counter parties
Other duties as assigned
Core Competencies:
- Collaborates – Building partnerships and working collaboratively with others to meet shared objectives.
- Drives Results – Constantly achieving results, even under tough circumstances.
- Interpersonal Savvy – Relating openly and comfortably with diverse groups of people.
- Manages Ambiguity – Operating…
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