Associate of Portfolio Management (FTN)

HASI; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

A leading company in sustainable infrastructure is seeking an Associate of Portfolio Management to support a growing portfolio of FTN investments. The role involves analyzing investment performance, supporting due diligence for new investments, and optimizing portfolio value. Candidates should possess strong financial modeling skills and experience in project finance or investment banking.

Benefits

Annual Bonus Program

401(k) with Company Match

Equity Incentive Program

Comprehensive Medical Benefits

Paid Time Off

Qualifications

• 2-5 years of experience in project finance, investment banking or private equity preferred.
• Mastery of MS Excel financial modeling and data mining skills.

Responsibilities

• Analyzing performance of investments in the operating portfolio.
• Support in fundamental assessment of commodity markets and regulatory programs.
• Drive portfolio value optimization by identifying levers to enhance project economics.

Skills

Financial Modeling

Data Mining

Interpersonal Skills

Communication

Organizational Skills

Education

Bachelor’s Degree

Master’s Degree

Job description

THE COMPANY

HASI is an investor in sustainable infrastructure assets advancing the energy transition. With more than $14 billion in managed assets, our investments are diversified across multiple asset classes, including utility-scale solar, onshore wind, and storage; distributed solar and storage; RNG; and energy efficiency. We combine deep expertise in energy markets and financial structuring with long-standing programmatic client partnerships to deliver superior risk-adjusted returns and measurable environmental benefits. HA Sustainable Infrastructure Capital, Inc. is listed on the New York Stock Exchange (Ticker: HASI). For more information, visit www.hasi.com.

HASI is currently seeking an Associate of Portfolio Management to join our team in New York, NY or Annapolis, MD.This individual will support in managing a growing portfolio of Fuels, Transport, & Nature (“FTN”) investments, which includes renewable natural gas (RNG) plants, transportation fleet enhancements, ecological restoration projects, among others. In addition, the individual would support due diligence in underwriting new debt / equity investments in RNG, other clean fuels, fleet electrification, sustainable agriculture and other emerging areas.

Salary Range:

Expected salary range of $120,000-$160,000, based on experience and location. In addition, HASI offers an annual bonus program; 401(k) with company match; an equity incentive program; comprehensive medical, dental and vision benefits; paid time off for vacation, holidays, and sick days; and much more.

Education and Prior Work Experience

·Bachelor’s degree from a four-year institution or Master’s degree

·2-5 years of experience in project finance, investment banking or private equity preferred. Mastery ofMS Excel financial modeling and data mining skills, with demonstrable experience working with complex models, is a necessary requirement.

·Strong interpersonal skills, with the ability to think outside the box, and ask good questions.

·Excellent written and verbal communication skills.

·Organized, detail-oriented, manage multiple workstreams in fast paced environment.

·Dependable and reliable, takes initiative, can work independently, and be a supportive team member.

Responsibilities

Portfolio Management and Analytics

·Analyzing performance of the investments in operating portfolio, including various aspects of production, revenue, and operating expenses. Run financial models, sensitivity analysis, including underlying project operating proformas, to review returns and risks. Work closely and collaboratively with project operators, broader portfolio management and investment teams to achieve objectives above.

·Support Manager / Director in Portfolio Management in all governance activities and engagement with project operators or sponsors related to existing portfolio. Prepare briefing deck and reporting materials for management synthesizing asset performance and avenues for improvement.

·Support in fundamental assessment of commodity markets, supply and demand balances, regulatory programs, policy dependencies and opportunities impacting FTN portfolio returns.

·Support efforts related to the syndication of portfolio investments, including preparation of investor-facing materials, coordination of due diligence responses, and transaction execution.

·Drive portfolio value optimization by proactively identifying levers to enhance project economics, reduce operating risk, and improve investment returns.

Investment Due Diligence

·Work closely with the Investment Team to complement due diligence for debt/equity investments and acquisition activity. Assessment of potential risks from project sponsors, construction / development, operations, technology and market. Diligence terms of the underlying project agreements. Collaborate with in-house and independent engineers on technological review. Apply learnings from broader portfolio in underwriting new investments, particularly key project operating assumptions (production, operating expenses, merchant prices, etc.).

EEO STATEMENT

The Company maintains a policy of non-discrimination in employment and complies with and supports all Federal, state, and local laws regarding discrimination in employment. Specifically, the Company does not discriminate in employment opportunities or practices against any employee, intern, or applicant on the basis of race, color, gender, sex, sexual orientation, gender identity, religion, ancestry, national origin, age, citizenship status, marital status, pregnancy (including childbirth, lactation, or related medical conditions), mental or physical disability, veteran status, uniformed servicemember status, genetic information (including testing and characteristics), or any other characteristic to the extent prohibited by federal, state, or local law. Decisions regarding staffing, selection, and promotions are made on the basis of individual qualifications related to the requirements of the position.