Portfolio Finance Specialist
4 days ago
Pattern Energy Group is seeking a highly skilled Portfolio Finance Analyst to join our team. As a key member of our finance team, you will be responsible for ensuring 100% compliance across our project-financing portfolio, serving as the point-of-contact and relationship manager for external financing partners, and owning the project finance functions.
Responsibilities:- Ensure compliance across our project-financing portfolio, including project financings, tax equity financings, equity financings, and other financing facility agreements.
- Serve as the point-of-contact and relationship manager for external financing partners.
- Own the project finance functions, including producing and reviewing financial and operational reports, monitoring and tracking key financial, operational, and tax and partnership metrics and covenants, forecasting cash and determining cash distributions, and drafting financial tools.
- Support transactions such as financial closings, fundings, refinancings, payoffs, terminations, take-out financings, and term conversions.
- Minimum 2+ years of transferrable work experience in a related financial, contractual, energy, banking, portfolio management, asset management, accounting, and/or project management role.
- Bachelor's degree or equivalent.
- Demonstrated history of increased responsibility.
- Detail-oriented work style with an affinity for precision and accuracy.
- Eagerness to learn, hard work ethic, and the persistence and self-sufficiency to understand new concepts, including financial and legal structures and statutory requirements.
- Effective time management skills with an ability to prioritize and handle workload while adhering to deadlines and performance standards.
- Ability to communicate effectively with all levels of personnel, both within the company and externally, verbally and through writing, and on technical and non-technical topics.
- Flexibility and willingness to take on new challenges and responsibilities.
- Ability to read, understand, navigate, and interpret complex legal contracts and financing structures.
- Solid Excel skills backed by a foundation in quantitative/financial reasoning.
- An understanding of project finance.
- Effective professional writing and communication skills.
- Proficiency in standard office software (e.g. MS Word, SharePoint, PowerPoint, Adobe, etc.).
Pattern Energy Group is an Equal Opportunity Employer. The expected starting pay range for this role is $80,000 - $108,000 USD. This range is an estimate and base pay may be above or below the ranges based on several factors, including but not limited to location, work experience, certifications, and education. In addition to base pay, our compensation program includes a bonus structure for full-time employees of all levels. We also provide a comprehensive benefits package, including medical, dental, vision, short and long-term disability, life insurance, voluntary benefits, family care benefits, employee assistance program, paid time off and bonding leave, paid holidays, 401(k)/RRSP retirement savings plan with employer contribution, and employee referral bonuses.
-
Portfolio Finance Specialist
3 weeks ago
San Francisco, California, United States Pattern Energy Group Full timeJob Title: Portfolio Finance AnalystPattern Energy Group is seeking a highly skilled Portfolio Finance Analyst to join our team. As a key member of our finance team, you will be responsible for ensuring 100% compliance across our project-financing portfolio, serving as the point-of-contact and relationship manager for external financing partners, and owning...
-
Portfolio Finance Specialist
3 days ago
San Francisco, California, United States Pattern Energy Group Full timeJob Title: Portfolio Finance AnalystPattern Energy Group is seeking a highly skilled Portfolio Finance Analyst to join our team. As a key member of our finance team, you will be responsible for ensuring 100% compliance across our project financings, tax equity financings, equity financings, and other financing facility agreements.Responsibilities:Manage and...
-
Environmental Portfolio Specialist
3 weeks ago
San Francisco, California, United States Wells Fargo Full timeAbout this RoleWe are seeking a highly skilled Environmental Portfolio Specialist to join our Renewable Energy and Environmental Finance Team within Commercial Banking at Wells Fargo.This role involves monitoring assigned renewable energy and clean technology investments, tracking actual performance, and forecasting future performance. You will also be...
-
Portfolio Specialist
2 days ago
San Francisco, California, United States Allspring Global Investments Full timeAbout Allspring Global InvestmentsAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. Our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.Job SummaryWe are seeking a Portfolio...
-
Finance Operations Specialist
1 month ago
San Francisco, California, United States Activate Capital Full timeAbout Activate CapitalActivate Capital is a growth-stage venture capital firm focused on climate and sustainability, based in San Francisco. Our team of experienced investors and professionals is dedicated to accelerating decarbonization and strengthening our shared systems of energy, production, transportation, trade, and infrastructure.Job SummaryWe are...
-
Portfolio Manager
3 weeks ago
San Francisco, California, United States Legalist Full time{"h1": "Portfolio Counsel Job Description", "p": "At Legalist, we are seeking a skilled Portfolio Counsel to lead the monitoring of our growing portfolio of litigation finance investments. This is a front-office position for someone looking to apply legal skills to managing a large number of investment positions. Responsibilities: * Serve as primary...
-
Portfolio Specialist
4 days ago
San Francisco, California, United States Allspring Global Investments Full timeAbout Allspring Global InvestmentsAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted...
-
Credit Portfolio Manager
4 weeks ago
San Francisco, California, United States Column Full time{"title": "Credit Portfolio Manager", "subtitle": "Join Column's Lending Team", "content": "Column is seeking an experienced credit professional to join our lending team. As a Credit Portfolio Manager, you will be responsible for building a high-quality credit portfolio without the red tape and manual processes of legacy financial institutions.You will work...
-
Portfolio Manager
4 days ago
San Francisco, California, United States California Bank & Trust Full timeJob Title: Portfolio ManagerWe are seeking a seasoned Portfolio Manager to join our team at California Bank & Trust. As a key member of the deal team, you will be responsible for successfully managing Commercial Banking relationships.Key Responsibilities:Underwrite commercial loans ranging from direct deals to syndications.Manage credit risk and make...
-
Portfolio Manager
3 days ago
San Francisco, California, United States California Bank & Trust Full timeJob Title: Portfolio ManagerCalifornia Bank & Trust is seeking a seasoned Portfolio Manager to join our team in San Francisco, CA.About the Role:This is a key member of the deal team responsible for successfully managing Commercial Banking relationships. The Portfolio Manager will be intimately involved in the entire deal process from origination to ongoing...
-
Portfolio Strategist
3 days ago
San Francisco, California, United States SupportFinity Full timePortfolio ManagerAt SupportFinity, we're seeking a skilled Portfolio Manager to join our team. As a key member of our PlayStation Studios organization, you'll play a crucial role in shaping the future of gaming.Key ResponsibilitiesStrategic Investment: Develop and implement investment strategies to optimize our game portfolio, ensuring alignment with our...
-
IT Portfolio Strategist
2 days ago
San Francisco, California, United States Visions Management Full timeJob Title: IT Portfolio AnalystVisions Management is seeking a skilled IT Portfolio Analyst to join our team. As an IT Portfolio Analyst, you will play a critical role in standardizing and providing oversight for spend within the IT organization.Key Responsibilities:Implement standard methods for project performance monitoring, reporting, analysis, trend...
-
Senior Investment Portfolio Manager
3 weeks ago
San Francisco, California, United States First Citizens Bank Full timeJob Title: Senior Investment Portfolio Manager, Community Development FinanceOverview:This is a hybrid role based in San Francisco, California, with the expectation that time working will regularly take place inside and outside of a company office.The Community Development Finance (CDF) team of First-Citizens Bank & Trust Company is responsible for executing...
-
Portfolio Manager
4 days ago
San Francisco, California, United States BlackRock Services Full timeAbout this RoleBlackRock SMA Solutions is seeking a highly skilled Portfolio Manager to join our Portfolio Management team. As a Portfolio Manager, you will be responsible for portfolio construction and rebalancing, as well as investment strategy analysis. Our portfolio managers work with leading-edge portfolio risk and optimization technologies.Key...
-
Portfolio Manager Associate
3 days ago
San Francisco, California, United States EngineeringUK Full timeAbout this Role:We are seeking a highly skilled and detail-oriented Associate Portfolio Manager to join our Portfolio Management team. The successful candidate will be responsible for portfolio construction and rebalancing, as well as investment strategy analysis. Our portfolio managers utilize cutting-edge portfolio risk and optimization technologies to...
-
Senior Portfolio Manager
4 days ago
San Francisco, California, United States SB Energy Full timeSenior Portfolio ManagerAre you a seasoned professional looking to leverage your expertise in energy trading and portfolio management? Do you have a passion for renewable energy and a desire to contribute to a dynamic and growing company? SB Energy, a leading developer and operator of renewable energy projects, is seeking a highly skilled Senior Portfolio...
-
Portfolio Manager Associate
4 days ago
San Francisco, California, United States BlackRock Services Full timeAbout this Role:We are seeking a highly skilled Associate Portfolio Manager to join our Portfolio Management team at BlackRock SMA Solutions. As an Associate Portfolio Manager, you will be responsible for portfolio construction and rebalancing, as well as investment strategy analysis. Our portfolio managers work with cutting-edge portfolio risk and...
-
Portfolio Manager
3 weeks ago
San Francisco, California, United States BankTalent HQ Full timeJob Title: Portfolio ManagerAt BankTalent HQ, we are seeking a seasoned Portfolio Manager to join our team in San Francisco, CA. As a key member of the deal team, you will be responsible for successfully managing Commercial Banking relationships.Key Responsibilities:Underwrite commercial loans ranging from direct deals to syndications.Manage credit risk and...
-
Portfolio Manager
3 days ago
San Francisco, California, United States BankTalent HQ Full timeJob Title: Portfolio ManagerAt BankTalent HQ, we are seeking a seasoned Portfolio Manager to join our team in San Francisco, CA. As a key member of the deal team, you will be responsible for successfully managing Commercial Banking relationships.This role involves growing revenue by closing new business relationships and retaining and expanding existing...
-
Portfolio Manager
4 days ago
San Francisco, California, United States Statkraft Energias Renovaveis SA Full timeJob Title: Portfolio ManagerStatkraft Energias Renovaveis SA is seeking a highly skilled Portfolio Manager to join our Origination team. As a key member of our team, you will be responsible for managing a portfolio of renewable energy contracts and environmental commodities.Key Responsibilities:Support the Origination team in sourcing and managing a...