Financial Modeling Analyst/Associate, Portfolio Management

HASI; Annapolis (MD); On-site; USD 100,000 - 148,000; Full time

Benefits offered by this job

Annual bonus program

401(k) with company match

Equity incentive program

Medical, dental and vision benefits

Paid time off

Job summary

HASI is seeking an Analyst/Associate to join its Portfolio Management team in Annapolis, MD. The role focuses on monitoring, analysis, and management of HASI's investment portfolio, with involvement in due diligence for new opportunities.

The successful candidate will work across functions to deliver insights and support performance improvements. Analysts will emphasize modeling, research, reporting, and portfolio monitoring, while Associates take on greater ownership of modeling, analytics, and

Qualifications

• Bachelor's degree required; Master's in Finance, Economics, or Business preferred.
• 2-3 years of relevant experience for Analyst level; 3-5 years for Associate level.
• Strong financial modeling and Excel skills are necessary.
• Experience in renewable energy, asset management, or climate sectors is a plus.
• Excellent written and verbal communication skills and ability to work across teams.

Responsibilities

• Perform detailed reviews of operating portfolio performance across renewable assets; analyze production, pricing, revenue, and expenses.
• Coordinate with investment counterparties to collect KPIs and address issues.
• Build and maintain financial models (project proformas, portfolio analyses) to assess economics and risks.
• Develop portfolio monitoring tools, analytics, and reporting processes; support cross-functional teams.

Skills

Financial modeling

Analytical skills

Excel

Communication

Team collaboration

Climate investing

Education

Bachelor's degree

Master's in Finance/Economics/Business

Tools

Excel

PowerPoint

Job description

About HASI

HASI is an investor in sustainable infrastructure assets advancing the energy transition. With more than $17 billion in managed assets, our investments are diversified across multiple asset classes, including utility-scale solar, storage, and onshore wind; 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, please visit hasi.com.

Position Summary

HASI is currently seeking an Analyst/Associate to join its Portfolio Management team in Annapolis, MD. This individual will support the monitoring, analysis, and management of HASI's existing investment portfolio and will also assist with due diligence and transition support for new investment opportunities. The role is well suited for candidates with strong financial modeling and analytical skills, an interest in climate investing, and a collaborative approach to working across functions and teams.

At the Analyst level, this role will focus primarily on modeling, financial analysis, research, reporting, and support for portfolio monitoring and new investment diligence. At the Associate level, this role will be expected to take greater ownership of modeling, portfolio analytics, commercial analysis, and workstreams supporting new portfolio onboarding, while exercising more independent judgment and helping guide junior team members where appropriate.

Responsibilities

• Perform detailed reviews of operating portfolio performance across grid connected, renewable natural gas, or behind-the-meter investments, including analysis of production, pricing, revenue, operating expenses, and other key asset-level performance indicators
• Work closely with investment counterparties to collect and verify operational and financial key performance indicators and address commercial issues
• Build, maintain, and enhance financial models, including project operating proformas and portfolio-level analyses, to assess economics, identify risks, and evaluate performance relative to underwriting expectations
• Support the development and refinement of internal portfolio monitoring tools, analytics, and reporting processes
• Work closely and collaboratively with cross-functional teams to achieve objectives above
• Prepare recurring and ad hoc briefing decks, and management materials that synthesize portfolio performance, emerging risks, and potential value-enhancement opportunities

• Support due diligence processes for investments, including analyzing production, operating expenses, price forecasts, and other key underwriting inputs
• For Associates: take primary ownership of designated modeling and analytical workstreams, identify key issues affecting portfolio performance and potential opportunities to improve investment outcome and propose constructive solutions and recommendations

Education and Work Experience

• Bachelor's degree from a four-year institution required; Master's in Finance, Economics, Business
• Analyst: typically, 2-3 years of relevant experience
• Associate: typically, 3-5 years of relevant experience, including demonstrated strength in financial modeling and independent analytical ownership
• Relevant experience may include prior work in renewable energy project finance, asset management / valuation, or finance / investment banking in the power, infrastructure, energy, or climate sectors
• ExcellentMS Excel financial modeling and data mining skills, with demonstrable experience working with complex models, are necessary requirements
• Strong interpersonal skills, with the ability and desire to work in a fast-paced, innovative, and entrepreneurial environment
• Excellent written and verbal communication skills
• Curious, highly-organized, detail-oriented, and able to manage multiple priorities while adapting quickly to changing priorities
• Dependable, proactive and able to work independently while contributing as a supportive team member
• Strong interest in climate investing and renewable energy markets
• For Associates: demonstrated excellence in modeling, ability to evaluate assumptions thoughtfully, summarize model outputs accurately, and identify both transaction-level and broader portfolio issues

Salary Range

$100,000 - $147,500 a year

Expected salary range of $100,000-$147,500 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 so much more!

WORK AUTHORIZATION

HASI is willing to take over sponsorship for existing H1-B visas for exceptional talent. We are unable to provide new H-1B sponsorship at this time.

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. If you need reasonable accommodation for a job opening, please connect with us at [e-mail] and describe the specific accommodation requested for a disability-related limitation. Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process.