Director of Portfolio Finance

Spencer Ogden; San Francisco (CA); On-site; USD 180,000 - 240,000; Full time

Job summary

Spencer Ogden is partnering with a well-established investment and asset management organization in San Francisco to recruit a Director of Portfolio Finance. You will oversee financing activities across a diversified investment portfolio and lead strategic financing initiatives.

Reporting to senior leadership, you will manage debt, develop lender relationships, lead negotiations, and supervise a finance team while partnering with investment, finance, and asset management groups to drive

Qualifications

• 7+ years of experience in portfolio finance, project finance, infrastructure finance, or asset management.
• Experience in renewable energy or capital-intensive industries.
• Strong financial modelling and analytical capabilities.

Responsibilities

• Oversee financing activities and debt management across a diversified portfolio.
• Develop and maintain lender and investor relationships.
• Lead financing negotiations, transactions, and execution.
• Oversee financial modelling, forecasting, budgeting, and reporting.
• Manage complex financing structures.
• Drive due diligence and support transactions.
• Lead, mentor, and develop the finance team.
• Collaborate with investment, finance, and asset management teams.

Skills

Portfolio finance

Debt financing

Financial modelling

Leadership

Stakeholder management

Negotiation

Job description

We are partnering with a well-established investment and asset management organization seeking an experienced Director of Portfolio Finance to join its growing team.

This is a senior leadership opportunity for a finance professional with a strong background in portfolio finance, project finance, or complex asset-backed investments.

The successful candidate will oversee financial activities across a diverse investment portfolio, lead strategic financing initiatives, manage key external relationships, and provide leadership to an established finance team.

Working closely with senior leadership and cross-functional stakeholders, this individual will play a key role in supporting financial performance, strategic growth, and the ongoing management of the organization's investment portfolio.

Key Responsibilities

• Oversee financing activities and debt management across a diversified investment portfolio.
• Develop and maintain relationships with lenders, investors, and external financial partners.
• Lead financing negotiations, transactions, and execution processes.
• Oversee financial modelling, forecasting, budgeting, and portfolio reporting.
• Manage complex financing structures and capital arrangements.
• Drive financial due diligence and support transaction execution.
• Lead, mentor, and develop an established finance team.
• Collaborate with investment, finance, and asset management teams to support portfolio performance and strategic objectives.

Requirements

• 7+ years of experience in portfolio finance, project finance, infrastructure finance, or asset management within renewable energy.
• Experience within an investment, asset management, or capital-intensive industry.
• Strong understanding of debt financing and complex capital structures.
• Exposure to structured finance and alternative financing arrangements preferred.
• Advanced financial modelling and analytical capabilities.
• Demonstrated people management and leadership experience.
• Excellent communication and stakeholder management skills.
• Ability to operate effectively in an entrepreneurial, fast-paced environment.