Portfolio Finance Associate
7 days ago
Aypa Power, a leading developer, owner, and operator of utility-scale energy storage and hybrid renewable projects, is seeking a highly skilled Portfolio Finance Associate to join its team. As a key member of the Portfolio Finance function, you will play a critical role in managing the financial aspects of Aypa Power's diverse project portfolio.
Key Responsibilities:- Manage corporate credit facilities, including Letter of Credit (LC) issuances and the company's surety bond program.
- Manage existing project and portfolio financings, including support of refinancing opportunities, covenant compliance, and timely delivery of reporting requirements.
- Provide advice, best practices, and transaction support to deal execution teams in the structuring and execution of financings.
- FP&A support after mechanical completion, delivering key information to facilitate annual planning, budgeting, corporate model maintenance, and cash and tax forecasts.
- Ownership of key aspects of the corporate model and strategic business reporting/analysis.
- Perform asset management activities pertaining to overseeing and maximizing the financial performance of operating assets.
- Management and cultivation of financing partner relationships with counterparty stakeholders.
- Constantly seeking opportunities to improve the financial performance and capital structure of projects and the overall portfolio.
- 3+ years of finance or accounting work experience, ideally with exposure to the energy or asset management industries.
- Undergraduate degree in engineering, law, finance, business, or accounting.
- Familiarity with transactions in the renewables space, with tax equity financing and/or fund management experience a major plus.
- Technical understanding to support budgeting, forecasting, and financing.
- Ability to review and understand complex contracts, including technical, financial, and legal concepts with respect to major infrastructure projects.
- Financial modeling experience in energy or infrastructure.
- Familiarity with complex portfolio management.
- Ability to effectively communicate with and influence senior-level business partners.
- Advanced knowledge of Excel and PowerPoint; ability to analyze and interpret data.
- Strong business acumen with analytical and decision-making skills.
- Excellent interpersonal and communication skills, both written and verbal.
- A base salary commensurate with experience.
- An annual bonus will be awarded based on individual performance and the overall success of the business.
- Aypa offers an attractive benefits package with excellent health care/dental/vision, 401k matching, unlimited vacation, paid parental leave, and other health/wellness benefits.
- Remote work opportunity with 10-15% travel.
-
Portfolio Finance Associate
2 days ago
Austin, Texas, United States Aypa Power Full timeJob Title: Portfolio Finance AssociateAypa Power, a leading developer, owner, and operator of utility-scale energy storage and hybrid renewable projects, seeks a skilled Portfolio Finance Associate to join its team. As a key member of the Portfolio Finance team, you will play a critical role in managing the financial aspects of Aypa Power's diverse project...
-
Portfolio Finance Associate
4 days ago
Austin, Texas, United States Aypa Power Full timeJob OpportunityAypa Power, a leading developer, owner, and operator of utility-scale energy storage and hybrid renewable projects, is seeking a skilled Portfolio Finance Associate to join its team.Key ResponsibilitiesManage the financial aspects of Aypa Power's diverse project portfolio, overseeing over $2 billion of existing financings.Collaborate with...
-
Portfolio Analytics Specialist
2 weeks ago
Austin, Texas, United States Mountain Management Group Full timePortfolio Analytics AssociateThe Mountain Management Group is seeking a highly skilled Portfolio Analytics Associate to join our team. This role will play a critical part in supporting the CFO/COO and collaborating with various departments, including Finance and Accounting, Asset Management, Acquisitions, and Investor Relations.Key Responsibilities:Fund...
-
Investment Portfolio Manager
3 weeks ago
Austin, Texas, United States UTIMCO Full timeAbout the RoleUTIMCO's Public Equity team is seeking a highly skilled and motivated Senior Analyst or Associate to join their team. As a key member of the team, you will be responsible for assisting with analysis and research to support the management of UTIMCO's public equity investments.Key ResponsibilitiesPerformance Monitoring: Monitor and create reports...
-
Lead Investment Portfolio Analyst
4 weeks ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition Title: Lead Investment Portfolio AnalystPosition Summary: The Lead Investment Portfolio Analyst is tasked with overseeing and evaluating investment portfolios to enhance performance and meet financial targets. This position requires thorough analysis of portfolio assets, formulating investment strategies, and delivering insights and...
-
Portfolio Analytics Specialist
3 weeks ago
Austin, Texas, United States Mountain Management Group Full timeAbout the RoleThe Portfolio Analytics Associate will work closely with the Chief Financial Officer (CFO) and Chief Operating Officer (COO) to drive strategic decision-making across the organization. This role will require coordination with various departments, including Finance and Accounting, Asset Management, Acquisitions, and Investor Relations. The...
-
Junior Portfolio Management Specialist
4 weeks ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition: Investment Portfolio AssociateAs an Investment Portfolio Associate, you will play a crucial role in the stewardship and enhancement of client investment portfolios. Collaborating closely with senior portfolio managers, your responsibilities will include portfolio evaluation, asset distribution, and the formulation of investment...
-
Portfolio Analytics Specialist
2 weeks ago
Austin, Texas, United States Mountain Management Group Full timeAbout the RoleThe Portfolio Analytics Associate will work closely with the Chief Financial Officer (CFO) and Chief Operating Officer (COO) to provide strategic support to the firm's growth initiatives. This role will require coordination across various departments, including Finance, Accounting, Asset Management, Acquisitions, and Investor Relations.Key...
-
Portfolio Manager
2 weeks ago
Austin, Texas, United States Texas Capital Bank Full time{"title": "Portfolio Manager II Role Overview", "content": "At Texas Capital Bank, we are committed to delivering exceptional financial services to our clients. As a Portfolio Manager II, you will play a critical role in driving the strategic vision of our Credit Administration team, supporting the Branded Retail & Diversified line of business. Key...
-
Associate Director of Finance
2 days ago
Austin, Texas, United States The University of Texas at Austin Full timeJob Title: Associate Director of FinanceThe University of Texas at Austin is seeking an experienced Associate Director of Finance to join our team. As a key member of our finance department, you will be responsible for providing financial leadership and guidance to support the university's strategic goals.Key Responsibilities:Develop and implement financial...
-
Senior Portfolio Manager
4 weeks ago
Austin, Texas, United States NAPFA Consumer Group Full timePosition Overview: NAPFA Consumer Group is in search of a seasoned senior portfolio manager to enhance our wealth management division. We seek an investment-oriented professional who will oversee portfolio strategies at a strategic level, while primarily engaging with current and potential clients about investment principles, market conditions, and...
-
Corporate Finance Associate
4 weeks ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition: Corporate Finance AssociateThe Corporate Finance Associate will be instrumental in facilitating a range of financial operations, encompassing mergers and acquisitions, capital raising, and organizational restructuring. This position requires in-depth financial analysis, the creation of client presentations, and collaboration with senior...
-
Investment Portfolio Strategist
4 weeks ago
Austin, Texas, United States augmentjobs Full timeJob DescriptionJob Title: Portfolio ManagerOverview: The Portfolio Manager is tasked with overseeing and enhancing investment portfolios to meet clients' financial aspirations and optimize returns. This position requires the formulation of investment strategies, performing market analysis, and executing well-informed investment choices. The ideal candidate...
-
Investment Portfolio Strategist
4 weeks ago
Austin, Texas, United States augmentjobs Full timeJob DescriptionJob Title: Portfolio ManagerPosition Overview: The Portfolio Manager is tasked with overseeing and enhancing investment portfolios to meet clients' financial aspirations and optimize returns. This position requires the formulation of investment strategies, execution of market analysis, and making well-informed investment choices. The...
-
Portfolio Manager
2 weeks ago
Austin, Texas, United States Cox Enterprises Full timeJob SummaryWe are seeking a highly skilled Portfolio Manager to join our team at Cox Automotive. As a Portfolio Manager, you will be responsible for managing and growing a portfolio of dealer clients with lines of credit ranging from $100,000 to $2,500,000 within the Austin, Texas geographic territory.Key ResponsibilitiesOptimize each client's use of the...
-
Insurance Portfolio Manager
4 days ago
Austin, Texas, United States Central Health Full timeJob Title: Insurance SpecialistCentral Health is seeking an experienced Insurance Specialist to join our team. As an Insurance Specialist, you will play a critical role in maintaining our insurance portfolio, ensuring compliance with internal requirements, and providing exceptional customer service.Key Responsibilities:Assist with the review and analysis of...
-
Associate Director of Finance
1 week ago
Austin, Texas, United States The University of Texas at Austin Full timeAbout the RoleThe University of Texas at Austin is seeking a highly skilled Associate Director of Finance to join our team. As a key member of our finance department, you will play a critical role in ensuring the financial health and sustainability of our organization.Key ResponsibilitiesCollaborate with the Chief Business Officer and UDO leaders to develop...
-
Portfolio Manager
1 week ago
Austin, Texas, United States Cox Enterprises Full timeJob SummaryThe Portfolio Manager is a key role within Cox Automotive, responsible for managing and growing a portfolio of dealer clients with lines of credit ranging from $100,000 to $2,500,000 within the Austin, Texas geographic territory.Key ResponsibilitiesOptimize each client's use of the line of credit within an assigned portfolio by acting as a floor...
-
Lead Investment Portfolio Analyst
4 weeks ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition Title: Lead Investment Portfolio AnalystRole Summary: The Lead Investment Portfolio Analyst plays a crucial role in evaluating and overseeing investment portfolios to maximize returns and meet financial targets. This position requires comprehensive research, the formulation of investment strategies, and the provision of insights and...
-
Investment Portfolio Manager
4 days ago
Austin, Texas, United States LeafHouse Full time{"h1": "Investment Analyst Position at LeafHouse", "p": "LeafHouse is a leading provider of investment solutions for retirement plans, offering a range of services including investment fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, automatic rollovers, and enterprise technology solutions.", "ul": [{"li":...