Portfolio Management Analyst (Hybrid Work Schedule)
Job Details
Description
General Description:
The Portfolio Management Analyst supports EDPR NA’s commercial, compliance, and accounting obligations to project level investors (tax equity investors, lenders, or minority shareholders). This position will be on a hybrid remote work schedule, working three days in the office and two days from home.
Main accountabilities:
- Oversee the performance key metrics of the generation assets and any technical or commercial material developments in areas such as power purchase agreements, market or regulatory environment, transmission grid, or warranties
- Communicate with investors on the performance of portfolios, management approvals, and technical or commercial issues
- Work in close contact with asset management to monitor asset performance and commercial and technical developments to determine the impact on investors and the financing agreements obligations
- Support the renegotiation of existing financing agreements to address new or amended power purchase agreements, tax issues, or other commercial events
- Monitor the fulfillment of requirements and deadlines under financing agreements
- Maintain a scheduled deliverables database for operating reports, budgets, financial statements, and other major events
- Maintain accounting tracking models, updating as needed based on monthly actuals, cash distributions, and other changes (i.e., amendments)
- Review reports provided by the Asset Management team and compares data to tax equity tracking models
- Assist with calculation of monthly cash distributions
- Assist Tax Director with preparation of tax returns and quarterly tax provisions for all tax equity partnerships
- Additional duties as required
Direct reports: None
Travel: None
Minimum qualifications:
- Bachelor’s degree in Finance, Operations, or a related field
- Up to 1 year of relevant experience
- Understanding of Microsoft products and/or complementing products
- Competency in Analytical Problem Solving, Strong Communication, Customer/Partner Relationships, and Technology Expertise preferred
Behavioral requirements:
- Statistical and analytical skills
- Problem-solving ability
- Strong written and oral communication and presentation skills
- Ability to be self-motivated
Physical demands & working conditions:
- Sitting/Standing/Flexibility: Ability to stand and sit for 8 or more hours when in an office environment
- Speech/Reading: Ability to speak, read, and write English proficiently and deliver a variety of instructions furnished in written, verbal, diagram, or schedule form
- Lifting: Ability to lift items weighing up to 10 pounds
- Vision/Hearing: Ability to understand a variety of instructions furnished in written, verbal, diagram, or schedule form
- Safety: Ability to understand and communicate safety precautions when necessary
Qualifications
Education
Required
Bachelors or better in Finance or related field.
Experience
Required
1 year: Up to 1 year of relevant experience
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)