Senior Manager, Portfolio Management in United States at Jobgether
NewJob Function: Executive/Management
Jobgether
United States, United States
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Job Description
Senior Manager, Portfolio Management
Accountabilities:
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Manager, Portfolio Management in United States.
This is a unique opportunity to play a pivotal role in scaling clean energy investment operations within a fast-growing, technology-driven environment. The position focuses on managing and optimizing renewable energy tax equity and preferred equity portfolios while helping build the portfolio management function from the ground up. You will work at the intersection of finance, infrastructure, and innovation, partnering with cross-functional teams, institutional investors, and project sponsors to drive efficient portfolio oversight and long-term value creation. The role combines strategic thinking with operational execution and offers exposure to cutting-edge AI-enabled tools designed to modernize investment workflows. Ideal for professionals with strong renewable energy finance expertise, this position offers high ownership, collaborative leadership, and the opportunity to shape the future of clean energy capital markets in a remote-first setting.
- Support the design, implementation, and scaling of portfolio management frameworks for renewable energy tax equity and preferred equity investments.
- Oversee post-closing investment management activities, including funding schedules, portfolio monitoring, reporting, and stakeholder coordination.
- Monitor financial, tax, and operational performance metrics across investments, proactively identifying risks, variances, and optimization opportunities.
- Manage amendments, restructurings, consent requests, and ongoing compliance with partnership agreements and regulatory requirements.
- Collaborate closely with Finance, Legal, and investment teams to ensure seamless execution and portfolio governance.
- Prepare detailed reports and presentations for investors, management, and board stakeholders aligned with institutional standards.
- Enhance portfolio systems, workflows, and reporting processes using data-driven and AI-enabled tools to improve efficiency and scalability.
- Contribute to strategic portfolio initiatives, including secondary market opportunities, exits, and long-term portfolio optimization efforts.
- Bachelor’s degree in Finance, Accounting, Economics, Environmental Studies, or a related field; MBA or advanced degree preferred.
- 5+ years of experience in renewable energy finance, project finance, structured finance, asset management, or related investment roles.
- Strong expertise in tax equity, preferred equity structures, partnership flip models, funding mechanics, and tax compliance frameworks.
- Experience managing complex investment portfolios, including restructurings, amendments, and investor relations activities.
- Background in investment banking, project finance, leveraged finance, or structured credit at a commercial or investment bank strongly preferred.
- Excellent analytical, organizational, and communication skills, with the ability to manage multiple complex workstreams simultaneously.
- Proficiency with financial modeling, portfolio management systems, and data analysis tools such as Excel, SQL, Python, or similar platforms.
- Comfort working with AI-enabled technologies and workflow automation tools to improve operational processes.
- FINRA SIE and Series 79 licenses required or willingness to obtain within 90 days under company sponsorship.
- Experience working with institutional investors such as insurance companies, pension funds, or family offices is highly valued.
- Competitive total cash compensation in the $200,000–$300,000+ range, depending on experience and scope
- Performance-based bonus opportunities with upside potential
- Equity participation through stock options in a rapidly growing company
- Fully remote-first work environment across the United States and Canada
- Optional office access and coworking opportunities in multiple cities
- Comprehensive medical coverage with 100% employee premium coverage and dependent subsidies
- Dental and vision insurance with generous employer contributions
- 20 days of paid time off annually plus 10 company holidays
- Paid parental leave (16 weeks for birthing parents and 12 weeks for non-birthing parents)
- 401(k) program support
- Regular company and team offsites to foster collaboration and culture
- Opportunity to work at the forefront of clean energy finance and AI-enabled investment innovation.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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Job Location
United States, United States
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