Portfolio Manager

2 months ago

Washington DC USA, United States RER Solutions, Inc. Full time
Job Description

RER Solutions, Inc. is seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will provide leadership services to the Department of Energy's Loan Programs Office's Division of Portfolio Management.

Key Responsibilities
  • Portfolio Monitoring: Provide comprehensive monitoring reports on portfolio loan performance of approved projects to federal and project finance authorities.
  • Risk Management: Identify issues of contemporary and future impacts on the work, conduct an analysis of their implications and alternatives, and monitor the portfolio, individual projects, and guarantors for warning signs of credit deterioration.
  • Asset Monitoring and Supervision: Establish Asset Monitoring and Supervision work-flow processes and schedules to accomplish assigned projects, plans, and activities associated with approved office missions and functions.
  • Energy Sector Analysis: Monitor energy sector developments pertinent to the borrower's operating environment, including price and demand movements, legal and regulatory changes, and structured changes within the sector.
  • Presentations and Reporting: Present analyses through a variety of means, including formal written studies and oral presentations.
  • Project Negotiation: Independently function as a project transaction negotiator/re-negotiator throughout occurrences of debt restructuring.
  • Credit and Financial Analysis: Act as credit and financial analyst on the Portfolio Management Division teams.
  • Interagency Representation: Represent the office at interagency meetings, inter-creditor discussions, steering committees of creditors, and public conferences.
  • Research and Analysis: Interface with and obtain information from a variety of sources across the industry as well as other organizations to support the office's activities.
  • Financial Statement Review: Review project financial statements, progress and engineering reports, covenant compliance certificates, collateral reports, and information gathered from news reports and site visits.
  • Loan Modification: Review, manage, and respond to post-closure requests from borrowers and lenders for amendments to loan terms, waivers, extensions, payment deferments, and other modifications related to operative loans and guarantees.
  • Position Papers and Briefing Materials: Prepare or collaborate with other senior staff in the preparation of comprehensive position papers, memorandums, and briefing materials across all phases of operations for use with senior management.
  • Document Review: Review project and legal documents, including but not limited to Credit Committee memos; financing documents, including Credit Agreement, Security Agreement, Independent Engineering Report, project documents, including the Engineering Procurement, and Construction, Off-take, Supply, Operations, and Maintenance Agreements.
  • Default Negotiation: Negotiate new terms with borrowers or other creditors in the event of a default.
  • Transfer Memo: Prepare a Transfer Memo to the Special Assets Group when there is a determination question regarding the status of any borrower or liquidation as the only course of action available to ensure the maximization of taxpayer funds.
  • Project Team Leadership: Lead and mobilize project teams to address the technical, legal-economic, and financial feasibility aspects of a transaction and to ensure compliance with LPO procedures, goals, and milestones.
  • Regular Credit Reports: Prepare regular credit reports for specific projects that adhere to the guidelines as set forth by the Portfolio Management Division.
  • Data Entry: Ensure all data for assigned projects are entered promptly and accurately in the Quicksilver Monitoring system.
Requirements
  • US Citizenship: US Citizenship is required to obtain client-issued Public Trust.
  • Professional Experience: A minimum of 10 years of related professional experience.
  • Presentation and Financial Modeling: Proficiency in making presentations and explaining and creating financial models for a variety of audiences.
  • Analytical Methods: Expertise in applying analytical methods and evaluation techniques to a broad range of functional areas such as project and corporate risk assessment, accounting, and corporate finance to evaluate the viability of a loan transaction.
  • Compliance Monitoring: Ability to ensure effective compliance monitoring and reporting according to the terms contained in Credit Agreements and for overall portfolio risk management.
  • Financial and Market Risks: Knowledge of the financial, market, credit, and technical risks inherent in the distinct energy technologies, as well as appropriate mitigation, approaches available or desirable.
  • Corporate Finance Structures: Knowledge in diverse corporate finance structures such as asset-based, limited, or full recourse project finance transactions to make sound financial decisions and recommendations.
  • Portfolio Risk Management: Knowledge of the policies, processes, and practices available for the effective control of individual loan transactions and sector risks, as well as overall portfolio risk.
  • Research and Analysis: Skill in the research of finance structures such as corporate, asset-based, or limited resource project finance transactions to make sound financial decisions and recommendations.
  • Complex Financial Analysis: Ability to address the technical, legal-economic, and economic feasibility aspects of high-value loans for large-scale projects.
  • Financial Decision Making: Ability to perform complex financial analysis and make sound financial decisions.
  • Loan and Guarantee Terms: Knowledge of borrowers' and lenders' requirements for terms of loan and loan guarantees.
  • Communication Skills: Excellent written and oral communication skills.
  • Attention to Detail: Excellent attention to detail and an understanding of fundamental business writing.
  • Microsoft Office Products: Expertise in Microsoft Office Products (i.e., Word, Excel, PowerPoint, and Outlook).

Education: Bachelor's Degree or Master's (preferred).

Compensation: Includes paid holidays, vacation, sick leave, 401k matching, life insurance, health, vision, and dental benefits.

Equal Opportunity Employer: We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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