Environmental Finance - Portfolio Manager / Asset Manager

$108,375 - $127,500/Yr

US Bank - Los Angeles, CA

Full-time - Senior

Los Angeles, CA

Credit Intermediation and Related Activities

About the position

The Portfolio Manager (PM) at U.S. Bank National Association is responsible for managing a portfolio of complex renewable energy tax equity investments and project finance loans. This role involves identifying and mitigating risks, maintaining customer relationships, and ensuring compliance with banking regulations. The PM will also oversee project performance, conduct financial analysis, and prepare underwriting packages to support deal modifications and restructures.

Responsibilities

• Monitor project construction and development milestones, analyze project performance, and continually monitor risk profile of investments.
• Monthly forecasting of equity fundings and credit delivery, and quarterly priority return collection.
• Review complex legal documents pertaining to structured credit arrangements and negotiate risks with counsel and business partners.
• Thoroughly review all due diligence documentation, proactively identifying issues to be addressed.
• Review and analyze financial models to identify underwriting, cash flow, and accounting risks.
• Prepare high-quality underwriting packages for post-closing deal amendments, modifications, or restructures.
• Manage project issues and provide value-added solutions, proactively identifying uncertainties.
• Articulate the Bank's position to customers and advocate on behalf of Sponsors with Credit and management.
• Provide high-level customer service through clear communication and managing expectations.
• Coordinate with internal and external parties to facilitate management of investments.

Requirements

• Bachelor's degree or equivalent work experience.
• Six or more years of related experience in renewable energy finance.
• Proven credit management, underwriting, and financial analysis skills, including cash flow analysis experience with complex transactions.
• Knowledge of financial modeling techniques and analysis of proforma financial statements.
• Comprehension of complex project finance transactions and loan documentation.
• Knowledge of renewable energy project management and U.S. energy markets.

Nice-to-haves

• Ability to synthesize large quantities of deal-related documentation and materials.
• Familiarity with standard banking processes and procedures.
• Excellent time management skills and ability to manage internal and client timelines.
• Strong communication skills, both oral and written.
• Demonstrated interest in promoting diversity in the workplace.

Benefits

• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Adoption assistance
• Parental leave
• Vision insurance
• 401(k) matching
• Flexible schedule
• Life insurance