Senior Associate, Portfolio Finance – Solar & Storage

Soltage; Jersey City (NJ); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Soltage in Jersey City, New Jersey, seeks a Senior Associate, Portfolio Management / Corporate Finance to lead financing and growth initiatives. You will own onboarding of newly closed solar and storage projects into financing vehicles and manage debt and tax equity fundings with lenders and investors.

You will also lead corporate raises, structure credit facilities, holdco debt and equity financings, and mentor analysts while coordinating across deal, accounting, legal and lender teams.

Qualifications

• Bachelor’s degree in finance, business, or a related field.
• Master’s degree in finance or business, or Juris Doctor is a plus.
• 6+ years in portfolio management, corporate finance, investment banking, or project finance.
• Experience onboarding deals and managing portfolio transactions with loan and equity documents.
• Strong financial modeling, budgeting, and liquidity forecasting skills.

Responsibilities

• Own the portfolio onboarding process, directing junior team members and coordinating with the investments team to carry newly closed projects, deals, and funding transactions from signature to fully integrated, fully funded assets.
• Own debt and tax equity fundings end to end — from draw request through close — acting as the primary point of contact for lenders, tax equity investors, and their counsel, and resolving funding conditions and diligence issues as they arise.
• Take a lead workstream role in capital formation at the corporate level: help structure, market, and close corporate credit facilities, holdco debt, and equity capital, running lender and investor diligence, and working with counsel on the commercial terms of the financing documents.
• Own the ongoing management of those corporate vehicles after close: borrowing base and availability, covenant compliance, draws and repayments, and lender and investor deliverables.
• Build and maintain the corporate capital model: sources and uses, liquidity forecasting, and scenario analysis that shape how and when Soltage raises its next dollar.
• Manage communication as a trusted point of contact for Soltage's capital partners, including the development of investor and lender reporting materials.
• Calculate and oversee debt service, distributions, and cash waterfalls; adhere to portfolio requirements and standards outlined in financing and organizational documents.
• Identify and implement process improvements that allow a fast‑growing portfolio to scale without adding friction.
• Contribute to corporate FP&A alongside senior members of the team: helping build the operating budget and multi‑year plan, owning the monthly and quarterly variance analysis against actuals, and giving management a clear read on liquidity, cash flow, and capital needs.
• Manage Soltage's financing vehicles through the operating life of the assets, owning the recurring compliance calendar: covenant and DSCR testing, reserve requirements, distributions, and lender and tax equity reporting obligations that continue long after a project reaches commercial operation.
• Provide strategic and business oversight of the portfolio: track asset and fund‑level performance against underwriting, surface refinancing and value‑creation opportunities, and recommend where Soltage should hold, recapitalize, or recycle capital.
• Shape corporate budgeting, liquidity monitoring, and capital planning, including how capital gets allocated across the platform.
• Mentor analysts and associates — reviewing their work, teaching the mechanics of fundings and compliance, and codifying how the team executes.
• Lead special projects and cross‑functional initiatives, and take on additional responsibilities as the platform grows.

Skills

Portfolio management

Corporate finance

Investment banking

Project finance

Financial modeling

FP&A

Leadership

Mentoring

Communication

Education

Bachelor’s degree in finance or business

Master’s degree in finance or business, or JD

Tools

Excel

Lender reporting tools

Job description

Soltage in Jersey City, New Jersey, seeks a Senior Associate, Portfolio Management / Corporate Finance to lead financing and growth initiatives. You will own onboarding of newly closed solar and storage projects into financing vehicles and manage debt and tax equity fundings with lenders and investors.

You will also lead corporate raises, structure credit facilities, holdco debt and equity financings, and mentor analysts while coordinating across deal, accounting, legal and lender teams.