Manager - Portfolio Management
Annapolis, MD /
Portfolio Management /
HASI (NYSE: HASI) is a leading climate positive investment firm. We partner with clients to deploy real assets that facilitate the energy transition. With more than $9 billion in managed assets, our vision is that every investment improves our climate future.
For more information, please visit www.hasi.com.
HASI is seeking an experienced asset management professional in the renewable energy sector to join our Portfolio Management team in Annapolis, MD. The Manager - Portfolio Management will be responsible for leading key financial and commercial activities related to the management of our portfolio of physical infrastructure investments, primarily grid connected and behind the meter renewable energy and energy efficiency assets.
The Manager - Portfolio Management will play a pivotal role internally in ensuring seamless portfolio management cross-functionally with our investment, legal, accounting, and treasury teams. Key responsibilities include:
Serving as a relationship manager with asset management counterparties at our sponsor partners
Performing portfolio monitoring, financial modeling, risk management, asset optimization analysis, contract review and negotiation, and overseeing the development and maintenance of internal reporting systems and dashboards
Facilitating seamless transition at closing of investments and provide feedback on experience from the existing portfolio to strengthen future investment underwriting
Supporting due diligence on new debt/equity investments and acquisition activity with a focus on key commercial contract terms, developing portfolio key metrics tracking for in house pro forma forecasting, analyzing production, operating expenses, and merchant curves, and assumption integrity
Enhancing power market/REC tracking intelligence (including basis, congestion, curtailment trends) and support strategies for portfolio optimization management
Preparing briefing decks and reporting materials for management synthesizing asset performance and avenues for improvement.
Acting as lead on any underperforming assets or workouts, in order to maximize value, including assumption of project operational requirements and negotiation of any restructurings or dispositions
Providing financial modeling and other necessary support for internal accounting and treasury teams to support corporate reporting requirements and cash flow forecasting
Understanding and internally communicating deal and transaction specifics and field ad-hoc requests from the business related to investment data, operating and financial performance and processes
Working closely with cross-functional teams to facilitate the complete, accurate, and timely onboarding of new transactions and ongoing monitoring of investments
Working with IT resources and Middle Office to support the ongoing build out of software systems, reports, and analytics, as needed
EDUCATION AND PRIOR WORK EXPERIENCE
Bachelor’s degree from a four-year institution with a degree in Finance, Economics, Business or Engineering; a master’s in finance, Economics or Business preferred; CFA Charter holder or CFA candidate would be a plus
Minimum of 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 analysis skills, with demonstrable experience working with complex models, is a necessary requirement.
Strong interpersonal skills, with the ability and desire to work in a fast-paced, innovative, entrepreneurial environment
Excellent written and verbal communication skills
Organized, detail-oriented, and able to manage multiple priorities and to assess and adjust quickly to changing priorities
Dependable and reliable, takes initiative, can work independently, and be a supportive team member
Advanced experience using Excel required and experience working with modern data analytics and reporting tools (Business Objects, SQL, SSMS, SSIS, R, Power BI, Tableau) preferred
The Company maintains a policy of non-discrimination in employment and complies with and supports all Federal, state, and local laws regarding discrimination in employment. Specifically, the Company does not discriminate in employment opportunities or practices against any employee, intern, or applicant on the basis of race, color, gender, sex, sexual orientation, gender identity, religion, ancestry, national origin, age, citizenship status, marital status, pregnancy (including childbirth, lactation, or related medical conditions), mental or physical disability, veteran status, uniformed servicemember status, genetic information (including testing and characteristics), or any other characteristic to the extent prohibited by federal, state, or local law. Decisions regarding staffing, selection, and promotions are made on the basis of individual qualifications related to the requirements of the position.