Portfolio Associate

About the Company

The company prides itself on fostering a culture centered around sustainability. It values progress and collaboration while ensuring that the work environment remains enjoyable and engaging. Strong internal relationships and teamwork are core to its success, with a focus on passion and collective effort to drive change.

 

About the Role

The role will involve working alongside the Portfolio Finance and Capital Markets teams, with responsibilities including:

 

 

  • Supporting various financing activities such as debt term conversions, tax equity fundings, refinancings, tax equity partnership buyouts, and asset divestitures.
  • Reviewing and negotiating changes to transaction and project documentation, including amendments, waivers, and approvals from financing parties.
  • Leading due diligence processes during funding stages, coordinating with consultants, legal teams, technical teams, and other stakeholders.
  • Collaborating with internal teams like Construction, Corporate Finance, and Asset Management to address ongoing financing requirements.
  • Managing and updating financial tracking models and supporting internal and external requests for modeling related to projects under construction and in operation.
  • Maintaining professional communication with a range of internal and external stakeholders, including senior executives, financial institutions, and investors.

 

What We Look For

  • Strong knowledge of renewable energy development.
  • Experience with project finance and tax equity transactions, including managing and auditing financial tracking models.
  • A passion for renewable energy and a strong commitment to contributing to climate solutions.
  • Experience in transactions within the energy, infrastructure, or real estate sectors, ideally in roles with developers, operating companies, private equity firms, management consulting, or banking.
  • Basic understanding of tax equity structures, partnership tax principles, and construction/term loan facilities.
  • Advanced financial modeling skills with the ability to collect, organize, and analyze data to draw meaningful conclusions.
  • Excellent organizational, project management, and attention to detail skills.
  • Strong written and verbal communication skills, with discretion in handling confidential matters and interacting with external parties.
  • Ability to collaborate in a dynamic, fast-paced environment, manage multiple priorities, and identify critical tasks.

 

Minimum Qualifications

  • 2-4+ years of experience in project finance.
  • 1+ year of experience in renewable energy.
  • Bachelor’s degree in finance, accounting, or related field (MBA or CFA is a plus).
  • Solid understanding of renewable energy markets, solar technologies, and project finance principles.
  • Proficiency with Microsoft Office, particularly advanced skills in PowerPoint and Excel.
  • Work in an East Coast or West Coast based office.
  • Willingness to travel up to 15%.

 

Our Benefits

The organization values diversity and inclusion, encouraging employees to be their authentic selves at work. Benefits include:

 

 

  • Medical, dental, and vision coverage with no premiums.
  • Company contribution to 401(k) plans.
  • Annual bonus eligibility.
  • Unlimited Paid Time Off (PTO).
  • Paid company holidays.
  • Wellness and cell phone credits.
  • Life and AD&D Insurance.
  • Employee Resource Groups (ERGs) for community and support.
  • Opportunities for professional growth and development within the company.
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Job Details
Location
Washington , United States
Job Type
Permanent
Ref
256764
Posted
28 FEB 2025
Consultant
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At Spencer Ogden, we are dedicated to promoting diversity, equity and inclusion throughout our recruitment process. We encourage applicants from all backgrounds and are committed to making any necessary adjustments to ensure you can present your best self. If you require additional time for assessments, alternative application methods, or access to interview questions in advance, please let us know. We are open to any requests or suggestions and continually seek innovative ways to assess talent. As global recruitment experts in sustainability, natural resources and infrastructure we are working with our clients and candidates to create careers to power a sustainable future. Our priority is to ensure you feel supported, respected, and secure throughout your experience with us. #LifeAtSO

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