FLSA Classification: Exempt
Salary Range: $150,000 - $170,000 plus bonus and incentive stock options
Reports to: VP, Capital Markets
Location: Brooklyn, NY (Hybrid)
Job SummaryThe Portfolio Manager will play a critical role within the Capital Markets team, overseeing ongoing compliance, reporting, and operational obligations across the Company's portfolio of financed projects. This individual will act as a central point of ownership and coordination between internal teams (finance, development, construction, operations, legal) and external stakeholders (lenders, tax equity investors, insurers, and advisors) to ensure all financing and project-level requirements are met.
This role is ideal for a detail-oriented finance professional who thrives at the intersection of capital markets, operations, and compliance in a fast-growing infrastructure platform.
Responsibilities:Financing Compliance & Reporting
- Lead compliance with all covenants, reporting obligations, and deliverables under corporate credit facilities, project-level debt, and tax equity agreements
- Own the preparation and timely delivery of periodic reports (monthly, quarterly, annual), including financial statements, operating reports, compliance certificates, and investor updates
- Track key dates, milestones, and obligations across all financing agreements
- Partner with NineDot colleagues to gather required inputs from finance, development, construction, operations, and legal teams
Construction Financing & Capital Deployment
- Manage and execute draw requests under construction loan facilities, including lender coordination and documentation review
- Oversee the process of adding new distributed energy projects into existing financing structures (construction debt and tax equity), including satisfaction of conditions precedent
- Coordinate with internal company stakeholders to ensure readiness for funding milestones
- Maintain detailed draw schedules and funding trackers
Insurance Management & Compliance
- Oversee the Company's insurance program across the project portfolio and corporate level (property, liability, builder's risk, etc.)
- Ensure all insurance policies meet requirements under financing agreements and project contracts
- Track renewals, certificates, and compliance deliverables
- Identify coverage gaps and coordinate mitigation strategies
Broker & Stakeholder Management
- Serve as the primary internal point of contact and liaison with the Company's insurance broker
- Coordinate with lenders, tax equity investors, and third-party advisors on compliance, reporting, and operational matters
- Support diligence requests, audits, and ad hoc information needs from financing counterparties
Other duties as assigned
Core Competencies:- Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
- Drives Results - Constantly achieving results, even under tough circumstances.
- Interpersonal Savvy - Relating openly and comfortably with diverse groups of people.
- Manages Ambiguity - Operating effectively, even when things are not certain or the way forward is not clear.
- Nimble Learning - Actively learning through experimentation when tackling new problems, using both success and failures as learning fodder
- Plans and Aligns - Planning and prioritizing work to meet commitments aligned with organizational goals.
- Tech Savvy - Anticipating and adopting innovations in business-building digital and technology applications.
Required education and experience:- 5+ years of experience in project finance, asset management, or portfolio management within energy, infrastructure, or IPP platforms
- Strong hands on experience with tax equity structures, construction financing, and project-level debt
- Experience managing compliance and reporting under complex financing agreements
- Understanding of insurance requirements for energy or infrastructure projects
- Highly organized with strong attention to detail and ability to manage multiple deadlines
- Excellent communication skills and ability to coordinate across internal and external stakeholders
- Advanced Excel and financial modeling skills preferred
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.NineDot Employee benefits include but are not limited to:
- Medical, dental and vision coverage
- 5% employer match on your 401k retirement account
- 20 paid vacation days off, plus 7 sick days, 9 federal holidays and 3 personal floating holidays
- 12 weeks of 100% paid parental leave for both the primary and secondary caregiver within the first year of birth or adoption
- Wellness initiatives including a $1,000 stipend
- 16 volunteer hours plus two planned company-wide volunteer outings per year
