Portfolio Finance Team Member – Asset Management
Intersect
full-time
Posted on:
Location Type: Remote
Location: Remote • California, Colorado, New York, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $121,000 - $128,000 per year
Job Level
JuniorMid-Level
Tech Stack
PythonSQLVBA
About the role
- Own and maintain the financial modeling for operations stage projects including term loans, tax equity, back leverage, hybrid/holdco structures.
- Forecast performance under different assumptions to support decision-making and optimize outcomes for key stakeholders.
- Partner cross-functionally with Portfolio Finance, Asset Management, Operations, Construction, and FP&A Teams on budgeting, forecasting, and working capital analysis.
- Support compliance with financing agreements, ensuring all covenants, deliverables, and reporting obligations are met.
- Monitor portfolio-level risk metrics, perform sensitivity analysis, and scenario stress testing to identify impacts to performance.
- Contribute to corporate and project-level valuations to guide capital allocation and strategic decisions.
- Coordinate due diligence processes for project and portfolio refinancing across lenders, investors, consultants, and attorneys.
- Review key project contracts, economic terms, consultant reports, and third-party deliverables to ensure alignment and readiness for closing.
Requirements
- A Bachelor’s degree in Finance, Economics, Accounting, Statistics or equivalent experience.
- 2-4+ years of investment banking experience in renewables, power & utilities, or infrastructure.
- Experience supporting complex project finance transactions and due diligence.
- Strong understanding of portfolio finance concepts: cash flow modeling, risk assessment, and asset/loan underwriting.
- Advanced technical modeling skills (Excel, VBA, SQL or Python).
- Ability to track and interpret portfolio trends, understand drivers of performance and risk.
- Experience with U.S. tax equity transactions strongly preferred.
- Ability to manage complex processes, balancing multiple stakeholders and aggressive timelines.
- Familiarity with tax-advantaged transactions or U.S. power markets a plus.
- A collaborative mindset, strong communication skills, and the ability to simplify complex information for diverse audiences.
Benefits
- 100% premium coverage for you and your dependents on medical, dental, and vision
- Unlimited PTO, plus two company-wide breaks (Fourth of July & end of year)
- Up to 12 weeks of fully paid parental leave, plus 6 additional weeks for birth parents; access to family planning support via Carrot
- Free access to Ginger coaching and counseling, plus a Headspace account for mindfulness and meditation
- 3% non-elective employer contribution to your 401k or RRSP, ensuring your financial future is on the right track
- $150 monthly food stipend, pet insurance allowance, and full home office setup
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingcash flow modelingrisk assessmentasset underwritingloan underwritingsensitivity analysisscenario stress testingExcelVBASQL
Soft skills
collaborative mindsetstrong communication skillsability to simplify complex informationability to manage complex processesbalancing multiple stakeholdersdecision-makingoptimizing outcomesforecastingbudgetingdue diligence
Certifications
Bachelor’s degree in FinanceBachelor’s degree in EconomicsBachelor’s degree in AccountingBachelor’s degree in Statistics