Associate - Portfolio Management

TalentHop; United States; On-site; USD 100,000 - 160,000; Full time

Job summary

TalentHop, a renewable energy infrastructure finance firm, is seeking an Associate - Portfolio Management to support loan administration, risk assessment, and cross-team coordination. You will help with due diligence, modifications, and portfolio analysis to drive quality and efficiency.

You will collaborate with credit, underwriting, and relationship teams, develop management reports on portfolio trends, and provide technical input on covenants.

Qualifications

• Experience with renewable energy project finance loans.
• Strong analytical and communication skills.
• Ability to work independently and manage multiple deals at various stages.
• Proactive and efficient in a fast-paced environment.

Responsibilities

• Support loan performance monitoring with credit, underwriting, and relationship management teams.
• Assist in loan modifications, consents, waivers, term conversions, and document reviews.
• Coordinate with loan operations on borrowing and disbursement requests.
• Collect and evaluate project information for due diligence and credit underwriting support.
• Develop management reports on portfolio deals, trends, and statistics.
• Analyze macroeconomic industry information to assess impact on the portfolio.
• Support loan acquisitions in line with organizational policies.
• Lead special projects to improve portfolio reporting and borrower-level metrics.
• Advise on credit risk related to refinancing decisions.
• Provide technical advice on project aspects affecting covenants and defaults.
• Collaborate on policy and procedure improvements to boost efficiency.
• Assist in loan administration, operations, and closing functions.
• Represent the organization at industry events and lender meetings.
• Contribute to initiatives aimed at improving efficiency, productivity, and credit quality.

Skills

Analytical skills

Communication skills

Independent work

Multitasking

Proactive problem solving

Job description

The organization operates within the renewable energy infrastructure finance sector, addressing the challenges of financing complex independent power projects. It supports projects at various stages, including construction and operational phases, by providing specialized loan products such as construction bridge loans that monetize tax credits. The infrastructure finance team serves renewable energy, broadband infrastructure, and power and utilities segments, focusing on portfolio growth, client relationship development, and product diversification.

About the Opportunity:

The ASSOCIATE - PORTFOLIO MANAGEMENT will play a critical role in managing and supporting the infrastructure finance portfolio, ensuring effective loan administration, risk assessment, and coordination across multiple internal teams. This position contributes to the organization’s strategic growth by facilitating loan modifications, underwriting support, due diligence, and portfolio analysis, thereby enhancing portfolio quality and operational efficiency.

Responsibilities:

• Support loan performance monitoring and collaborate with credit, underwriting, and relationship management teams.
• Assist in preparing and managing loan modifications, consents, waivers, term conversions, and legal document reviews.
• Coordinate with loan operations on borrowing and disbursement requests.
• Collect and evaluate project information for due diligence and credit underwriting support.
• Develop management reports on portfolio deals, trends, and statistics.
• Analyze industry information to assess macroeconomic impacts on the portfolio.
• Support loan acquisitions in compliance with organizational policies.
• Lead special projects to improve portfolio and borrower-level reporting.
• Advise business partners on credit risk related to refinancing decisions.
• Provide technical advice on project aspects affecting loan covenants and defaults.
• Collaborate in policy and procedure development to improve business efficiencies.
• Assist in loan administration, operations, and closing functions.
• Represent the organization at industry events and lender meetings.
• Contribute to initiatives aimed at improving efficiency, productivity, and credit quality.

Requirements:

• Experience with renewable energy project finance loans.
• Strong analytical and communication skills.
• Ability to work independently and manage multiple deals at various stages.
• Proactive and efficient in a fast-paced environment.

Pay Range and Compensation Package:

• The pay range and compensation package for this role will be determined based on the candidate's experience, skills, and other relevant factors.

Equal Opportunity Statement:

Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

Note:

TalentHop is a recruitment partner of this role. Please note that all employment decisions, including candidate assessment, interviews, hiring, compensation, and employment terms, are made exclusively by the hiring employer.