Portfolio Manager

NextGenEnergyJobs; Denver, Northern (CO, KY); Hybrid; USD 120,000 - 190,000; Full time

Job summary

NextGenEnergyJobs is seeking a Product Owner for the Operating Model to ensure timely, accurate, and auditable forecasts for stakeholders. You will lead data governance, model releases, documentation, and adoption of the operating model across the organization.

You will collaborate with the VP of Asset Management to set decision rights, establish forecast cadences, and deliver an updated model monthly within five business days of close.

Qualifications

• Bachelor's degree in a quantitative field; Master's preferred.
• 5+ years in an analytical role within asset management, finance, or renewables.
• Proficiency in Python for automated forecasting workflows.
• Strong Excel, PowerPoint, and Google Suite skills.
• Experience with BI tools and SQL databases.

Responsibilities

• Own the Operating Model forecasts, ensuring timeliness and accuracy.
• Oversee data governance, model releases, and documentation.
• Refine input sources and maintain forecast thresholds.
• Collaborate with VP, Asset Management on decision rights.
• Establish monthly forecast cadences and deliver updates within 5 business days after close.
• Improve use of spreadsheets across Asset Management workflows.
• Lead architecture and maintenance of a scalable Operating Model.
• Incorporate probabilistic scenarios (P50, P90, P99) into forecasts.
• Perform sensitivity and scenario analyses on drivers of returns.
• Drive annual budgeting aligned to operational trends and forecasting models.
• Quantify financial impact of timelines from permit to completion to support debt decisions.
• Translate trends into capital planning forecasts and investor reporting.
• Provide standardized NPVs and IRR analyses for portfolio interventions.
• Develop and maintain multi-variable forecasting models for battery dispatch and market signals.
• Compare actual dispatch to forecasts to refine revenue models.
• Integrate operational and financial data into the Operating Model and build dashboards.

Skills

Python

Forecasting

Data governance

Excel

PowerPoint

SQL

BI tools

Attention to detail

Communication

Education

Bachelor's degree

Master's degree

Tools

Tableau

Power BI

SQL

Job description

Serve as the product owner for the Operating Model ensuring timely, accurate, and auditable forecasts are available to relevant stakeholders

Responsibilities

• Serve as the product owner for the Operating Model ensuring timely, accurate, and auditable forecasts are available to relevant stakeholders
• Oversee data and assumption governance, data quality, model releases, documentation, change log, and stakeholder adoption of the operating model
• Ensure forecast quality through continuous refinement of input sources, assumptions, and working within forecast thresholds for accuracy (e.g. less than 2% unreconciled variance between model outputs and financial reporting)
• Work with the VP, Asset Management to determine and document decision rights over assumptions and data inputs
• In collaboration with the VP, Asset Management, establish the operating cadence of forecasts and reviews - delivering an updated operating model monthly within 5 business days of financial close
• Over time, improve the use of manual spreadsheets across the Asset Management workflows
• Operating Model Leadership - Lead the architecture, and maintenance of the long-term Operating Model for all operating projects and working with internal teams to ensure the Operating Model architecture is a scalable, joint-use tool, maintaining rigorous documentation and version control
• Probabilistic Yield Analysis - Integrate P50, P90, and P99 scenarios into fund-level forecasts including distribution analysis to support investor projections and reporting
• Sensitivity and Scenario Analysis - Provide regular and ad hoc analyses quantifying the impact of key operational and market drivers on project and portfolio returns
• Strategic Budget Alignment - Lead the annual project and portfolio-level budgeting process, translating operational trends into return-optimized budgets evaluated against long-term forecasting models.
• Operational Velocity Modeling -Quantify the financial impact (NPV and IRR) of improving timelines from Permission to Operate to Substantial Completion, segmented by market and EPC, to support debt conversion and accelerate cash collections.
• Predictive Capital Guidance - Translate trends into forecasts that guide capital planning decisions on the optimal timing for refinancing or recapitalization based on projected cash flow stability
• Metric Driven Recommendations - Provide standardized NPV and IRR impact assessments for all proposed portfolio interventions, moving beyond simple cost-benefit business cases to drive fund level requests.
• Dispatch Optimization Modeling - Develop and maintain multi-variable forecasting models that optimize daily State of Charge profiles, incorporating geographic variables, shifting load patterns, and localized market pricing signals.
• Performance Calibration - Establish systematic workflows to evaluate actual battery dispatch against forecasts, analyzing historical variance to continuously refine forward-looking revenue capture models.
• BESS Outage and Availability Modeling - Perform stochastic analysis on BESS outages across markets and produce reports on revenue and performance impacts at the project and portfolio level. Translate battery state of health and operational data into long-term availability factors and degradation curves.
• Data Integration and Reporting - Integrate actual operational and financial data into the Operating Model to enable updates and real-time portfolio visibility. Build dashboards and distribute forecasts on top of existing P&L reports to support cash flow and funding decision-making.

Requirements

• Bachelor's degree in Business Administration, Economics, Engineering, Finance, Mathematics, Physics, or Computer Science, or a similar quantitative field.
• 5+ years of experience in an analytical role within the asset management, finance, infrastructure, renewable energy, or utilities sectors.
• Data Automation: Proficiency in Python (Pandas, Numpy) for building repeatable, automated forecasting workflows - not just data preparation
• Strong analytical, problem-solving, and critical thinking abilities with attention to detail.
• Proficiency in Microsoft Excel; Microsoft PowerPoint; Google Suite
• Excellent organizational and effective time management skills to meet and prioritize multiple deadlines in a fast-paced environment.
• Comfortable working in a fast-paced, collaborative team environment.
• Interest in the solar energy industry and long-term commitment to sustainability.
• Excellent written and verbal communication skills, with the ability to present complex data clearly and concisely.
• Master's degree in business, finance, engineering or a quantitative field.
• CFA or advanced financial modeling certification a plus.
• Previous work experience in renewable energy, infrastructure, or finance.
• Exposure to energy performance monitoring and financial analysis, or battery storage operations
• Experience with business intelligence (BI) tools (e.g., Tableau, Power BI), database management (SQL)