Analyst/Associate, Portfolio Management

Jobtailor; Annapolis (MD); On-site; USD 85,000 - 120,000; Full time

Job summary

Jobtailor in Annapolis, MD is seeking a finance-focused professional to review and analyze HASI’s existing investment portfolio, and perform detailed performance reviews of grid-connected and behind-the-meter investments. You will manage dataflows, build robust financial models, and collaborate with portfolio management to assess risk and opportunities.

The role requires 2–5 years in renewable energy project finance or finance/investment banking, strong Excel skills, and experience with

Qualifications

• Bachelor’s degree from a four-year institution or Master’s in Finance, Economics or Business.
• 2–5 years of experience in renewable energy project finance/valuation or finance/investment banking in the power sector.
• Excellent MS Excel financial modeling and data mining skills.
• Demonstrable experience working with complex financial models.
• Strong interpersonal skills; excellent written and verbal communication skills.
• Organized, detail-oriented, and able to manage multiple priorities; ability to adapt to changing priorities.
• Dependable and reliable; takes initiative; able to work independently and as part of a team.
• Advanced experience using Excel; experience with data analytics and reporting tools such as PowerBI/Tableau preferred.
• CFA Charter holder or CFA candidate would be a plus; H1-B sponsorship noted for exceptional talent.

Responsibilities

• Review and analyze HASI’s existing investment portfolio
• Conduct detailed performance reviews of grid-connected and behind-the-meter investments, including production, revenue, and operating expenses
• Manage investment dataflows and map data into the internal database
• Build and manage financial models, including project operating proformas, to analyze economics and review risks
• Collaborate with portfolio management and investment teams
• Prepare briefing decks and management reporting materials synthesizing asset performance and improvement opportunities
• Support due diligence for debt/equity investments and acquisition activity
• Analyze production, operating expenses, and merchant curves

Skills

Financial Modeling

Investment Analysis

Data Analytics

Data Mining

Communication Skills

Interpersonal Skills

Organizational Skills

Initiative

Education

Bachelor’s degree in Finance, Economics or Business

Master’s in Finance, Economics or Business

CFA Charter Holder

CFA Candidate

Tools

MS Excel

Business Objects

SQL

SSMS

SSIS

R

PowerBI

Tableau

Job description

• Review and analyze HASI’s existing investment portfolio
• Conduct detailed performance reviews of grid-connected and behind-the-meter investments, including production, revenue, and operating expenses
• Manage investment dataflows and map data into the internal database
• Build and manage financial models, including project operating proformas, to analyze economics and review risks
• Collaborate with portfolio management and investment teams
• Prepare briefing decks and management reporting materials synthesizing asset performance and improvement opportunities
• Support due diligence for debt/equity investments and acquisition activity
• Analyze production, operating expenses, and merchant curves

Requirements

• Bachelor’s degree from a four-year institution or Master’s in Finance, Economics or Business
• 2–5 years of experience in renewable energy project finance/valuation or finance/investment banking in the power sector
• Excellent MS Excel financial modeling and data mining skills
• Demonstrable experience working with complex financial models
• Strong interpersonal skills
• Excellent written and verbal communication skills
• Organized, detail-oriented, and able to manage multiple priorities
• Ability to assess and adjust quickly to changing priorities
• Dependable and reliable; takes initiative; able to work independently and as a supportive team member
• Advanced experience using Excel required
• Experience with modern data analytics and reporting tools such as Business Objects, SQL, SSMS, SSIS, R, PowerBI, and Tableau preferred
• CFA Charter holder or CFA candidate would be a plus
• Existing H1-B visa sponsorship may be taken over for exceptional talent; new H-1B sponsorship is unavailable

Core Competencies

Demonstrates expertise in financial modeling and analysis within the renewable energy sector, with a strong focus on investment performance and risk assessment. Proficient in managing dataflows and utilizing advanced analytics tools to support investment decision-making.

Highest-signal resume keywords

• Financial Modeling
• Investment Analysis
• Data Analytics
• Renewable Energy Project Finance
• Communication Skills

ATS Optimization Keywords

Hard Skills

• Financial Modeling
• Data Mining
• Performance Analysis
• Risk Assessment
• Investment Valuation

Soft Skills

• Interpersonal Skills
• Organizational Skills
• Detail-Oriented
• Initiative
• Team Collaboration

Certifications & Qualifications

• CFA Charter Holder
• CFA Candidate

Industry Keywords

• Renewable Energy
• Investment Banking
• Power Sector
• Debt/Equity Investments
• Portfolio Management

Tools & Technologies

• MS Excel
• Business Objects
• SQL
• SSMS
• SSIS
• R
• PowerBI
• Tableau