Analyst, Portfolio Finance
NextGenEnergyJobs
Key Responsibilities Clearway’s Portfolio Finance team is a key contributor on both the development and operating sides of the business, covering both transactions during the construction and operations phases. The Portfolio Finance Analyst will be responsible for supporting the investor funding process for Clearway’s utility‑scale wind, solar, and battery energy storage projects. In addition, the Portfolio Finance Analyst will be highly involved in certain asset optimization transactions, including, but not limited to, refinancings, acquisitions of investor interests, “as is” valuations, and other forms of restructurings. This position is located in San Diego (Del Mar), CA. Supporting (i) the funding process with tax equity investors, cash equity investors, and lenders for Clearway’s wind, solar, and battery energy storage projects under construction, and (ii) the identification and execution of valuation maximization opportunities for Clearway’s fleet of operating assets, which includes refinancing, tax/cash equity buyouts, repowering analysis, term loan facilities, and other ad-hoc restructurings. Supporting the transaction lead on the internal deal funding checklist and a subset of certain “conditions precedent” for funding; responsibilities may include (i) implementing bringdown assumption updates to funding models, (ii) coordinating deliverables associated with the engineer, transmission consultant, insurance consultant, and other 3 rd party advisors, and (iii) other documentation‑related funding conditions. Updating tax equity tracking models, consistent with the requirements of the tax equity partnership agreements, regularly, to track tax equity investor return on investment, flip dates, and other financial outcomes. Lead the cash distribution waterfall process for a subset of operating projects and calculation of ongoing “Pay-Go” invoicing. Establishing and sustaining productive, efficient relationships across Clearway’s major departments and functions, including Capital Markets, Construction, Development, Asset Management, Energy Management, Legal, Accounting, and Tax, to ensure timely transaction closings and resolution of challenges. Collaborating frequently with lenders, tax equity investors, cash equity investors, consultants, and lawyers as part of Clearway’s construction period funding and operating period transactions. Summarizing project transaction status, risks/mitigants, and associated economic outcomes for senior management. #J-18808-Ljbffr NextGenEnergyJobs
$80k - $110k
...Analyst, Portfolio Finance San Diego, California, United States What The Role Is Clearway's Portfolio Finance team is a key contributor on both the development and operating sides of the business, covering both transactions during the construction and operations...SuggestedH1bWork at officeLocal areaRelocationVisa sponsorshipFlexible hours$71.25k - $76.5k
...build your future with us! About the Role The Financial Analyst - Portfolio Management plays a key role in forecasting, valuation, market... ...university required, with a preferred major focus in finance, accounting, or real estate ~ MBA is a plus, but not required...SuggestedMinimum wageFull timeWork experience placementInternshipWork at officeLocal areaRemote workFlexible hours$121.6k - $182.4k
...welfare groups nationwide and have helped find homes for approximately 7 million animals through in-store adoption events. The Portfolio Manager applies advance experience in traditional project management and Agile practices. This role will owe the planning and...SuggestedMinimum wageLocal areaNight shift- ...Position: Portfolio Analyst Location: San Diego, CA Duration: 12+ Months Contract Total Hours/week: 40.00 Client: Medical Device Company Employment Type: Contract on W2 (Need US Citizens Or GC Holders Only) No H1B’s • Work hours: start time...SuggestedContract workH1bWork at officeLocal areaRemote workFlexible hoursShift work
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$90k - $120k
...real estate organization is seeking an Analyst / Senior Analyst to support executive,... ...board, and investor-level reporting tied to portfolio performance. This is a highly visible... ...Bachelor's degree in finance, business, accounting, economics, or a related...Flexible hours$135k - $150k
...goals and targets. Responsibilities Manage a diverse portfolio of non‑real‑estate lender finance clients, including specialty finance companies, consumer... ...proactive mitigation strategies. Manage a team of analysts and foster a culture of accountability and continuous...Work at officeLocal areaFlexible hours- ...Medical Device Company is seeking a Portfolio Analyst to support federal accounting functions on a Contract to Hire basis. The position requires... ...as needed. Qualifications Bachelor’s degree in accounting, finance, or related field, or 3+ years of experience in collections...Permanent employmentFull timeContract workH1bWork at office
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$110k - $125k
...company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients' needs. We... ...Team Member will have: Education: A Bachelor's degree in finance, business, economics, or a related field is required....Full timeTemporary workLocal area- Overview Both Program Management & Lean Portfolio Management (LPM) experience are required for consideration. Enterprise Portfolio & Value... ...Qualifications Bachelor's degree in Business Administration, Finance, Computer Science or related field, or the equivalent...Monday to Friday
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$75k - $87.5k
Axos Bank is looking for a Sr. Portfolio Associate in San Diego, CA, responsible for active portfolio management of commercial real estate loans. The role demands strong analytical judgment and the ability to mitigate risk while ensuring compliance with internal credit...$75k - $90k
HOA / CID Portfolio Manager $75000 - $90000 per year | San Diego, CA | On-Site | Permanent A bit about us: We are a premier, boutique community association management firm specializing in high-end Common Interest Developments (CIDs) and Homeowners Associations (HOAs) throughout...Permanent employmentContract workFor contractorsWork at officeLocal areaAfternoon shift- ...San Diego, CA. In this role, you will manage investments and portfolios for Ascent Private Capital Management, focusing on a high-net-... ...seven years in portfolio management, an advanced understanding of finance, and strong communication skills. Join U.S. Bank and...
- Navy Federal Credit Union is seeking an Enterprise Portfolio & Value Manager in San Diego to facilitate lean portfolio management for strategic initiatives. This role requires experience in managing portfolios and agile transformations, with responsibilities including oversight...
$102.36k - $190k
...Trust Portfolio Manager A Trust Portfolio Manager provides expertise in the management... .... Qualifications: ~ B.A or B.S. in finance or accounting and/or equivalent combination... ...and/or Chartered Financial Analyst designation, preferred. ~5 years of industry...Work experience placementWork at officeImmediate start- Axos Bank in San Diego is seeking a seasoned professional to manage a diverse portfolio of non-real-estate lender finance clients. The role demands a minimum of 10 years in commercial lending or portfolio management, focusing on risk analysis and credit evaluation. Key...
$148.85k - $269.08k
Description Reporting to the Senior Vice President of the C2/BM Business Area, the Navy Portfolio & Product Manager will lead strategy, execution, and growth for Leidos’ portfolio of Navy and maritime programs within the C2/BM business area. This leader will oversee profit...Contract workLocal areaImmediate start- ...Commercial Loan Portfolio Manager Actively seeking an experienced Commercial Loan Portfolio Manager to: Participate with the Commercial Lender in meetings with the client or prospect at either the customer's place of business or at the bank offices. Assist the...
$22 - $26 per hour
...Portfolio Analyst Axos Bank Target Range: $22.00/Hr. - $26.00/Hr. Actual starting pay will vary based on factors including, but not... ...in managing the loan portfolio within the Real Estate Lender Finance Group The role involves day-to-day duties such as financial...Work at officeLocal area- Axos Bank is seeking a Portfolio Associate to support credit risk management for a leveraged finance loan portfolio. Responsibilities include monitoring payments, tracking compliance, and assisting in loan reviews. The ideal candidate will have a Bachelor's degree and 1...
- MillenniumSoft Inc is seeking a Service Contract Portfolio Analyst for a 12-month contract in San Diego, CA. This entry-level position involves evaluating customer contracts, collaborating across teams, and ensuring clarity in service provisions. The successful candidate...Contract work
- MillenniumSoft Inc is seeking an Entry Level Service Portfolio Analyst in San Diego, CA. This role involves evaluating customer contracts and collaborating with Sales and Service Operations to ensure compliance and satisfaction. The ideal candidate should possess a Bachelor...Full timeContract work
$80k - $110k
Clearway Energy Group is seeking a Portfolio Finance Analyst located in San Diego, CA. This role supports the investor funding process for utility-scale projects in wind, solar, and energy storage. The analyst will engage in asset optimization transactions and collaborate...$107k - $130k
Job Title:Assistant Vice President, Specialty Deposit Portfolio ManagerLocation:CA - San Diego, 450 B StWhat you'll do:As the Specialty... ...and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your...$100k - $130k
...estate investment management: acquisitions, finance, asset management, leasing, construction... ...and the anticipated doubling of our portfolio over the next few years, Westcore is looking... ...a well-rounded Portfolio Performance Analyst . This position will focus on aspects...$119k - $224k
...Commercial Banking Portfolio Management Manager Wells Fargo is seeking a Commercial Banking Portfolio Management Manager for C&I clients... ...communication skills Bachelor's degree in accounting, finance, or business Job expectations: This position is not eligible...Work experience placement$87k - $93k
Portfolio Associate - SMA/Municipals page is loaded## Portfolio Associate - SMA/Municipalslocations: San Diego, CA USAtime type: Full... ...traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.Since 1971...Work experience placementFlexible hours
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