Director, Portfolio Finance

Our client is an energy transition company committed to developing, constructing and owning large-scale infrastructure assets in the U.S. They're actively developing more than 15 GW of renewable energy generation and storage capacity and 12 GW of data center and industrial load. They have strong PE backing from one of the world’s largest global investment firms.

We are seeking a Sr. Manager/Director Portfolio Finance to support the growth and financing of their renewable energy portfolio by leading innovative capital-raising initiatives. The ideal candidate will be responsible for portfolio-level financial analysis and modeling, supporting the structuring and execution of third-party financing transactions, and collaborating across teams to advance our projects. This role requires deep experience in renewable energy project finance, strong financial modeling and analytical capabilities, excellent organizational and communication skills, and a collaborative mindset aligned with a people-first culture.

The Sr. Manager/Director Portfolio Finance will report directly to the Managing Director, Capital Markets working closely with their asset management, energy markets, legal, and finance teams in an individual contributor capacity.

• Leading financing activities including corporate debt facilities, debt term conversions, tax equity fundings, refinancing, tax equity partnership buyouts and asset divestitures.
• Reviewing changes to transaction and project documentation, negotiating amendments and waivers, and seeking approval and consents from financing parties.
• Managing transaction due diligence bringdown processes at fundings, including working closely with consultants, internal and external counsel, technical, and internal teams.
• Collaborating across internal teams including Capital Markets, Construction, Corporate Finance, and Asset Management to manage ongoing financing requirements.
• Managing financial tracking models and supporting internal / external modelling requests for projects in construction and operations.
• Communicating professionally with diverse internal and external stakeholders, including C-level executives, financing institutions, and investors.
• Maintaining relationships with tax equity investors, lenders and other financial partners in the renewable energy sector.

• Knowledge of renewable energy development.
• Experience in project finance and tax equity transactions, including maintaining and auditing tracking models.
• Passion for renewables and a keen interest in being a part of the climate change solution.
• Proven transaction experience in the energy or infrastructure sector, preferably at a developer, operating company, private equity, management consulting, or banking.
• Understanding of tax-equity structures and partnership tax principles, and construction/ term loan facilities.
• Strong financial modeling skills and ability to gather, organize, and draw conclusions from data.
• Excellent organizational and project management skills with a strong attention to detail.
• Exceptional verbal and written communication skills, including discretion in handling confidential information and in communicating with third parties.
• Ability to work collaboratively in a dynamic, fast-paced environment, manage multiple deadlines, and identify critical items.
• Ability to communicate effectively in verbal and written correspondence.
• Highly driven with problem-solving abilities, integrity, and strong work ethic.
• Proactive mindset with the ability to thrive in a fast-paced, dynamic environment.
• Ability to work effectively within a rapidly changing organization.
• Demonstrated collaborative partnerships with peers, management, and vendors.
• Resourcefulness and polite persistence.

• 5 to 10+ years professional experience with a focus on project finance.
• 2+ years of renewable energy experience.
• Bachelor’s degree in finance, accounting or related field; MBA or CFA is a plus.
• Proven experience with Microsoft Office, including advanced proficiency in PowerPoint & Excel
• Experience with project management software
• Applicants must be authorized to work in the United States without employer sponsorship.