The 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.
Key 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
Requirements
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.
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
If you're passionate about this role but don’t meet every qualification listed, we still encourage you to apply. You may be the right candidate for this or other opportunities with us. We’re committed to building a team that reflects a broad range of experiences, backgrounds, and skills.
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
Ready to Apply?
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