Analyst/Associate, Portfolio Management

HASI

Portfolio management analyst supporting HASI’s sustainable infrastructure investments. Reviewing asset performance, building financial models, and supporting renewable energy investment due diligence.

Posted 8/12/2026full-timeAnnapolis • Maryland • 🇺🇸 United StatesJuniorMid-Level💰 $100,000 - $147,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial modeling and analysis within the renewable energy sector, with a strong focus on investment performance and risk assessment. Proficient in managing dataflows and utilizing advanced analytics tools to support investment decision-making.

Highest-signal resume keywords

Financial ModelingInvestment AnalysisData AnalyticsRenewable Energy Project FinanceCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingData MiningPerformance AnalysisRisk AssessmentInvestment Valuation

Soft Skills

Interpersonal SkillsOrganizational SkillsDetail-OrientedInitiativeTeam Collaboration

Tools & Technologies

MS ExcelBusiness ObjectsSQLSSMSSSISRPowerBITableau

Certifications & Qualifications

CFA Charter HolderCFA Candidate

Industry Keywords

Renewable EnergyInvestment BankingPower SectorDebt/Equity InvestmentsPortfolio Management

Tech Stack

Tools & technologies

SQLSSISTableau

About the role

Key responsibilities & impact

Review and analyze HASI’s existing investment portfolio
Conduct detailed performance reviews of grid-connected and behind-the-meter investments, including production, revenue, and operating expenses
Manage investment dataflows and map data into the internal database
Build and manage financial models, including project operating proformas, to analyze economics and review risks
Collaborate with portfolio management and investment teams
Prepare briefing decks and management reporting materials synthesizing asset performance and improvement opportunities
Support due diligence for debt/equity investments and acquisition activity
Analyze production, operating expenses, and merchant curves

Requirements

What you’ll need

Bachelor’s degree from a four-year institution or Master’s in Finance, Economics or Business
2–5 years of experience in renewable energy project finance/valuation or finance/investment banking in the power sector
Excellent MS Excel financial modeling and data mining skills
Demonstrable experience working with complex financial models
Strong interpersonal skills
Excellent written and verbal communication skills
Organized, detail-oriented, and able to manage multiple priorities
Ability to assess and adjust quickly to changing priorities
Dependable and reliable; takes initiative; able to work independently and as a supportive team member
Advanced experience using Excel required
Experience with modern data analytics and reporting tools such as Business Objects, SQL, SSMS, SSIS, R, PowerBI, and Tableau preferred
CFA Charter holder or CFA candidate would be a plus
Existing H1-B visa sponsorship may be taken over for exceptional talent; new H-1B sponsorship is unavailable

Benefits

Comp & perks

Annual bonus program
401(k) with company match
Equity incentive program
Comprehensive medical, dental and vision benefits
Paid time off for vacation, holidays, and sick days