Portfolio Analyst

Role Description Summary:

The Portfolio Analyst I will support the portfolio, relationship management, and business development activities of the Renewable Energy lending team within the Corporate Banking Group. 

 Role Responsibilities:

Support Construction and Term Loan Origination for Solar and Battery Energy Storage Loans:

• Prepare Excel pro forma financial models to accurately reflect solar project finance cash flow. Work with solar and battery storage developers to confirm and understand assumptions.  Analyze cash flows, size loans, and prepare written analysis. 
• Collect, organize, and review borrower due diligence information required for underwriting and closing.

Portfolio Management:

• Monitor all aspects of borrower performance, including solar monthly production tracking and preparation of covenant calculations.
• Collect and review borrower documentation for solar installation funding requests.
• Track, review and prepare covenant waivers, annual reviews, loan amendments, and other credit materials, as required.
• Work closely with the loan servicing and closing teams to ensure all servicing requirements are properly understood, accurately completed, and performed in a timely manner.

Special Projects

• Stay abreast of renewable energy industry trends.
• Research and analyze new tax credit structures and renewable energy technologies.
• Attend industry trade shows and conferences.

Minimum Qualifications: Advanced Excel skills and financial modelling experience required. The candidate must have strong analytical skills, attention to detail, and excellent oral and written communication skills.  Experience and/or a demonstrated interest in solar/renewable energy a plus.

Education: Bachelor’s degree in finance or related field with 1-3 years of experience in a quantitative position.

Licenses/Certifications: N/A

Work Environment:

Hybrid – Employees will work from both remote and onsite locations.  Employees must live within a reasonable commuting distance of the office and are required to be onsite at least two (2) days per week, specifically on Tuesdays and Wednesdays.  Certain positions or business needs may require additional in-office days.

General Notice:

This position description describes the general nature and level of work performed by the employee assigned to this position and should not be interpreted as all inclusive.  It does not state or imply that these are the only duties and responsibilities assigned to the position.  The employee may be required to perform other job-related duties.  All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability. 

AA/EOE