Manager, Portfolio Management – Project Finance
Jupiter Power
full-time
Posted on:
Location Type: Hybrid
Location: Houston • Texas • United States
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About the role
- Support ongoing lender and tax equity reporting obligations, including monthly, quarterly, and ad-hoc deliverables.
- Prepare and review compliance certificates, funding notices, Responsible Officer certificates, Minimum Liquidity certificates, DSCR calculations, and other required deliverables.
- Track and manage covenant compliance across multiple project-level and holdco financings.
- Lead execution support for Substantial Completion (SC) fundings, Term Conversions, and other financing events.
- Maintain detailed CP trackers across debt and tax equity facilities, coordinating inputs from Legal, Accounting, Asset Management, Engineering, and external advisors.
- Interface directly with lenders, tax equity investors, lender counsel, and independent engineers to drive timely CP satisfaction and funding close.
- Review and reconcile sources and uses, flow-of-funds statements, and funding calculations.
- Establish and manage a structured hand-off process for transitioning projects from the deal team to the Portfolio Management team post-close.
- Ensure key financing assumptions, reporting requirements, covenant obligations, and model mechanics are clearly documented and transferred.
- Coordinate with Origination, Legal, Accounting, and Asset Management to confirm all executed agreements, models, and reporting templates are properly archived and understood.
- Identify and implement process improvements to reduce execution risk during post-close transitions.
- Build, review, and maintain project finance models incorporating construction debt, term debt, tax equity structures, cash waterfalls, and reserve mechanics.
- Experience building and maintaining HLBV (Hypothetical Liquidation at Book Value) tracking models for tax equity–financed projects, including capital account reconciliations, distribution waterfall alignment, and flip-point monitoring.
- Analyze funding mechanics, interest accruals, cash sweeps, distributions, and post-funding cash balances.
- Support variance analysis between model outputs and actual cash activity.
- Act as a key point of coordination between Finance, Legal, Accounting, Asset Management, Development, and Engineering teams.
- Support process improvement initiatives related to reporting templates, CP tracking, document management, and portfolio-level analytics.
- Assist in mentoring and reviewing work product from analysts supporting the portfolio.
Requirements
- Minimum 5 years of experience in project finance, portfolio management, infrastructure finance, or renewable energy finance.
- Strong understanding of project finance debt and tax equity structures, preferably in renewable energy or battery storage.
- Demonstrated experience supporting SC fundings, term conversions, and complex financings.
- Advanced proficiency in Excel financial modeling, including cash waterfalls, debt sizing, and scenario analysis.
- Familiarity with financing agreements, CP requirements, and lender/tax equity reporting frameworks.
- Strong organizational skills with the ability to manage multiple financings and deadlines simultaneously.
- Excellent written and verbal communication skills; comfortable interacting with senior internal stakeholders and external counterparties.
Benefits
- paid time off
- 401k with limited matching
- health benefits (medical, dental, and vision)
- life insurance
- disability insurance
- flexible spending accounts
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
project financeportfolio managementinfrastructure financerenewable energy financefinancial modelingcash waterfallsdebt sizingscenario analysiscovenant complianceHLBV tracking models
Soft Skills
organizational skillscommunication skillsmentoringprocess improvementcoordinationanalytical skillsattention to detailtime managementinterpersonal skillsleadership