Debt Portfolio Associate - Energy Transition Finance

ATTB - The Big Jobsite; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A purpose-driven investment manager is seeking a Debt Portfolio Associate for their Energy team. This role involves supporting the lending platform by managing loan administration tasks, monitoring project cashflows, and building relationships with stakeholders.

Qualifications

• 2-3 years of relevant experience in project finance, investment banking, or private debt.

Responsibilities

• Assist the Portfolio Manager with covenant testing on the portfolio.
• Build and maintain financial models for cashflow projections.

Skills

Analytical Skills

Problem Solving

Job description

Pearse Partners has partnered with a purpose-driven investment manager to seek a Debt Portfolio Associate to support the Energy team’s rapidly growing lending platform.

The firm manages over £3.6 billion across Social Housing, Clean Heat, Private Credit, and Venture strategies, focusing on investing in renewables, storage, and digital infrastructure.

Key Responsibilities

1. Assist the Portfolio Manager with covenant testing on the portfolio.
2. Help proactively monitor the portfolio using a targeted and pragmatic approach.
3. Regularly update and forecast project cashflows in line with budgets.
4. Build and maintain financial models for cashflow projections, sensitivity analyses, and risk assessments.
5. Manage loan administration tasks such as utilisation requests, repayment schedules, waiver submissions, and compliance.
6. Develop and maintain relationships with project developers, sponsors, lawyers, investment teams, and other stakeholders.

Experience

• Strong understanding of debt structures and documentation.
• 2-3 years of relevant experience in project finance, investment banking, or private debt, ideally with a focus on energy/infrastructure.
• Excellent analytical and problem-solving skills.