Renewable Energy Underwriter and Portfolio Manager

2 days ago

New York, New York, United States Capital One Full time
Job Summary

We are seeking a highly skilled Renewable Energy Underwriter and Portfolio Manager to join our team at Capital One. As a key member of our Underwriting and Portfolio Management organization, you will be responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of Tax equity transactions.

Key Responsibilities
  • Lead and compile due diligence to draw conclusions on material, current and future risks, and mitigants
  • Identify performance drivers, project future performance, anticipate delays in return on and return of investment, and understand tax-related risks unique to tax equity financing
  • Lead transaction execution efforts, including oversight of junior members, providing feedback, and coaching and developing less experienced members of the team
  • Anticipate questions that will be raised during deal review and approval meetings
  • Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis
  • Audit, sensitize, and review financial models independently and incorporate deal-specific complex structures or nuances
  • Propose appropriate structuring options in tandem with deal team
  • Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team
  • Oversee closing process requirements by coordinating with several partner groups for approvals and facilitating communication with operations team; prepare and review closing memos
  • Participate in documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients
  • Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations
Primary Portfolio or Asset Management Responsibilities
  • Manage most complex or highest risk portfolio of accounts; review portfolios of less experienced team members; review and monitor health of portfolio accounts; update financial models on a quarterly basis and evaluate performance against expectations
  • Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists
  • Review and approve annual reviews and both material and non-material modifications including project-level consent requests
  • Facilitate and lead semi-annual portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews
  • Review past due reporting, covenants, and payments and remediate with the appropriate party
  • Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities
Additional Responsibilities
  • Build relationships across function and business to foster collaboration between partner groups; work with partner groups including corporate tax, finance, and accounting to meet internal information requests
  • Interact directly with customers, consultants, and external counsel over the course of a transaction representing the LOB's risk-first mindset
  • Consult with legal or Special Assets Department
  • Mentor and train rotational analysts and new hires
  • Participate in internal initiatives to ensure the business is well-managed and operates efficiently
  • Ensure compliance with credit policies and procedures
Basic Qualifications
  • Bachelor's Degree or Military Experience
  • At least 5 years of experience in credit underwriting, portfolio management, or asset management
Preferred Qualifications
  • Bachelor's Degree in Accounting, Finance, or other relevant fields
  • 7+ years of experience in credit underwriting or portfolio management or asset management
  • 1+ year of previous leadership experience with deal teams or analysts

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