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Portfolio Finance Analyst

Skills
Asset ManagementFinancingLegal StructuresLoans AdministrationNew ConceptsPersistenceProfessional Writing
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Minimum 2+ years transferrable work experience in a related financial, contractual, energy, banking, portfolio management, asset management, accounting, and/or project management role
  • Bachelor’s degree or equivalent
  • Demonstrated history of increased responsibility
  • Detail-oriented work style with an affinity for precision and accuracy
  • Eagerness to learn, hard work ethic, and the persistence and self-sufficiency to understand new concepts including financial and legal structures and statutory requirements
  • Effective time management skills with an ability to prioritize and handle workload while adhering to deadlines and performance standards
  • Ability to communicate effectively with all levels of personnel, both within the company and externally, verbally and through writing, and on technical and non-technical topics
  • Flexibility and willingness to take on new challenges and responsibilities
  • Being a team player and an all-around great person with which to work
  • Ability to read, understand, navigate, and interpret complex legal contracts and financing structures – ability to draft legal documents a plus
  • Solid excel skills backed by a foundation in quantitative / financial reasoning
  • An understanding of project finance
  • Effective professional writing and communication skills
  • Proficiency in standard office software (e.g. MS Word, SharePoint, PowerPoint, Adobe, etc.) - proficiency with ERPs a plus.

Day to day

  • Ensuring 100% compliance across Pattern Energy’s portfolio of project financings, tax equity financings, equity financings, and other financing facility agreements, as applicable
  • Serving as the point-of-contact and relationship manager for external financing partners
  • Serving as the knowledge center across the financing agreements, including managing and interpreting complex financing agreements
  • Owning the project finance functions and serving as the Managing Member (as applicable) across Pattern Energy’s portfolio of financed assets, including producing and reviewing financial and operational reports, monitoring and tracking key financial, operational, and tax and partnership metrics and covenants, forecasting cash and determining cash distributions, drafting financial tools, budget reporting, managing construction loan administration, interpreting financial statements, performing ad-hoc financial analysis, working across financial funding/closing models and HLBV tracking models, contributing to internal senior management reports
  • Supporting transactions including financial closings, fundings, refinancings, payoffs, terminations, take-out financings, and term conversions, and leading certain financing processes and executions such as formal consents, amendments, waivers, notices, etc.