Analyst/Associate, Portfolio Management

HASI

$100K — $147K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, or Business; Master's preferred
  • 2-5 years of experience in renewable energy project finance or power sector
  • CFA Charter holder or candidate is a plus
  • Strong Excel financial modeling and data mining skills
  • Excellent written and verbal communication skills
  • Experience with data analytics tools like Tableau and SQL preferred
  • Detail-oriented and capable of managing multiple priorities

Responsibilities

  • Review performance metrics of the investment portfolio, focusing on production, revenue, and expenses
  • Manage dataflows and integrate investment data into internal databases
  • Develop and maintain financial models to analyze project economics and risks
  • Collaborate with portfolio management and investment teams to meet objectives
  • Prepare management briefing decks that synthesize asset performance and improvement strategies
  • Assist investment team during the due diligence process for new investments
  • Analyze production, operating expenses, and market conditions for accurate investment assessments

Benefits

  • Annual bonus program
  • 401(k) plan with company match
  • Equity incentive program
  • Comprehensive medical, dental, and vision insurance
  • Paid time off for vacation, holidays, and sick days
Full Job Description
Position Summary

HASI is currently seeking an Analyst/Associate, Portfolio Management to join our team in Annapolis, MD. This individual will support the review and analysis of HASI's existing investment portfolio as well as support due diligence of new investment opportunities.

Salary Range

Expected salary range of $100,000-$147,500 based on experience and location. In addition, HASI offers an annual bonus program; 401(k) with company match; an equity incentive program; comprehensive medical, dental and vision benefits; paid time off for vacation, holidays, and sick days; and much more.

Responsibilities

Portfolio Management and Analytics

Detailed performance review of the operating portfolio of grid connected or behind-the-meter investments, including various aspects of production, revenue, and operating expenses. Manage dataflows from investments and map them into internal database. Build and manage financial models, including underlying project operating proformas, to analyze economics and review risks. Work closely and collaboratively with broader portfolio management and investment teams to achieve objectives above.

Prepare briefing deck and reporting materials for management synthesizing asset performance and avenues for improvement.

Investment Due Diligence

Work closely with the Investment Team to support due diligence processes for debt/equity investments and acquisition activity, including analyzing production, operating expenses, and merchant curves.

Education and Work Experience

Bachelor's degree from a four-year institution or Master's in Finance, Economics or Business; CFA Charter holder or CFA candidate would be a plus

2-5 years of experience in renewable energy project finance/valuation or finance/investment banking in the power sector. Excellent MS Excel financial modeling and data mining 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, PowerBI, Tableau) preferred

$100,000 - $147,500 a year

WORK AUTHORIZATION

HASI is willing to take over sponsorship for existing H1-B visas for exceptional talent. We are unable to provide new H-1B sponsorship at this time.

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