Portfolio Manager

Ninedotholdingsinc; New York (NY); Hybrid; USD 150,000 - 170,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

5% employer match on 401(k)

20 paid vacation days

12 weeks of 100% paid parental leave

Wellness initiatives with a stipend

Job summary

Ninedotholdingsinc, located in Brooklyn, NY, is seeking a Portfolio Manager to oversee compliance and operational obligations across its projects. This critical role is situated within the Capital Markets team, focusing on coordination between finance, development, and legal teams, ensuring all financing requirements are met efficiently.

The ideal candidate has over 5 years of experience in project finance or asset management, with excellent attention to detail and communication skills. The role offers a hybrid working environment and includes enticing benefits such as medical coverage, a 401(k) match, and comprehensive leave policies.

Qualifications

• 5+ years of experience in project finance, asset management, or portfolio management within energy, infrastructure, or IPP platforms.
• Strong hands-on experience with tax equity structures, construction financing, and project-level debt.
• Excellent communication skills and ability to coordinate across internal and external stakeholders.

Responsibilities

• Lead compliance with all covenants and reporting obligations under financing agreements.
• Manage and execute draw requests under construction loan facilities.
• Oversee the Company’s insurance program across the project portfolio.

Skills

Project finance

Compliance management

Financial modeling

Attention to detail

Communication skills

Education

5+ years in project finance or asset management

Tools

Excel

Job description

FLSA Classification: Exempt

Salary Range: $150,000 - $170,000 plus bonus & stock options

Reports to: VP, Capital Markets

Location: Brooklyn, NY (Hybrid)

About The Company

NineDot's name derives from the classic mathematical puzzle for sparking out-of-the-box solutions. As a leading community-scale, clean energy developer with a growing portfolio of projects across a range of technologies, NineDot Energy is creating innovative energy solutions that support a more resilient electric grid, deliver economic savings, address environmental justice and reduce carbon emissions. We plan to develop, build and operate more than 400 MW of clean energy systems by 2026 that will strengthen the local power grid infrastructure and provide clean, reliable and resilient power to tens of thousands of New York households and businesses. This is all in support of New York State’s mission to achieve 100% clean energy by 2040.

With the backing of Manulife Investment Management and The Carlyle Group - two of the world’s leading infrastructure investors - NineDot is continuing to expand its core battery energy storage pipeline, deliver enhanced products and services, explore new regions and consider potential acquisitions all to advance the decarbonization of New York’s grid. This is an exciting opportunity to build a platform from the ground-up with a world-class team of developers and innovators.

Job Summary

The Portfolio Manager will play a critical role within the Capital Markets team, overseeing ongoing compliance, reporting, and operational obligations across the Company’s portfolio of financed projects. This individual will act as a central point of ownership and coordination between internal teams (finance, development, construction, operations, legal) and external stakeholders (lenders, tax equity investors, insurers, and advisors) to ensure all financing and project-level requirements are met.

This role is ideal for a detail-oriented finance professional who thrives at the intersection of capital markets, operations, and compliance in a fast-growing infrastructure platform.

Responsibilities

Financing Compliance & Reporting

• Lead compliance with all covenants, reporting obligations, and deliverables under corporate credit facilities, project-level debt, and tax equity agreements
• Own the preparation and timely delivery of periodic reports (monthly, quarterly, annual), including financial statements, operating reports, compliance certificates, and investor updates
• Track key dates, milestones, and obligations across all financing agreements
• Partner with NineDot colleagues to gather required inputs from finance, development, construction, operations, and legal teams

Construction Financing & Capital Deployment

• Manage and execute draw requests under construction loan facilities, including lender coordination and documentation review
• Oversee the process of adding new distributed energy projects into existing financing structures (construction debt and tax equity), including satisfaction of conditions precedent
• Coordinate with internal company stakeholders to ensure readiness for funding milestones
• Maintain detailed draw schedules and funding trackers

Insurance Management & Compliance

• Oversee the Company’s insurance program across the project portfolio and corporate level (property, liability, builder’s risk, etc.)
• Ensure all insurance policies meet requirements under financing agreements and project contracts
• Track renewals, certificates, and compliance deliverables
• Identify coverage gaps and coordinate mitigation strategies

Broker & Stakeholder Management

• Serve as the primary internal point of contact and liaison with the Company’s insurance broker
• Coordinate with lenders, tax equity investors, and third-party advisors on compliance, reporting, and operational matters
• Support diligence requests, audits, and ad hoc information needs from financing counterparties

Other duties as assigned

Core Competencies

• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Drives Results - Constantly achieving results, even under tough circumstances.
• Interpersonal Savvy - Relating openly and comfortably with diverse groups of people.
• Manages Ambiguity - Operating effectively, even when things are not certain or the way forward is not clear.
• Nimble Learning - Actively learning through experimentation when tackling new problems, using both success and failures as learning fodder
• Plans and Aligns - Planning and prioritizing work to meet commitments aligned with organizational goals.
• Tech Savvy - Anticipating and adopting innovations in business-building digital and technology applications.

Required Education and Experience

• 5+ years of experience in project finance, asset management, or portfolio management within energy, infrastructure, or IPP platforms
• Strong hands on experience with tax equity structures, construction financing, and project-level debt
• Experience managing compliance and reporting under complex financing agreements
• Understanding of insurance requirements for energy or infrastructure projects
• Highly organized with strong attention to detail and ability to manage multiple deadlines
• Excellent communication skills and ability to coordinate across internal and external stakeholders
• Advanced Excel and financial modeling skills preferred

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

At NineDot Energy, we believe diverse perspectives drive innovation and are the foundation of our success. As such, we do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, age, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.

If you're passionate about this role but don’t meet every qualification listed, we still encourage you to apply. You may be the right candidate for this or other opportunities with us. We’re committed to building a team that reflects a broad range of experiences, backgrounds, and skills.

Employee Benefits

• Medical, dental and vision coverage
• 5% employer match on your 401(k) retirement account
• 20 paid vacation days off, plus 7 sick days, 9 federal holidays and 3 personal floating holidays
• 12 weeks of 100% paid parental leave for both the primary and secondary caregiver within the first year of birth or adoption
• Wellness initiatives including a $1,000 stipend
• 16 volunteer hours plus two planned company-wide volunteer outings per year