Associate supporting structured finance transactions in renewable energy sector. Collaborating with global teams to help deliver ambitious growth targets in solar and energy storage projects.
About the role
- Senior Builder Finance Portfolio Manager supporting Builder Finance division with portfolio management, underwriting, and credit oversight. Analyzing financial conditions and maintaining credit quality in collaboration with teams.
Responsibilities
- Analyze client operating performance and financial condition; proactively identify issues, opportunities, and recommend appropriate risk mitigation strategies
- Monitor and manage overall credit quality and data integrity for the Builder Finance portfolio
- Perform sponsorship reviews and project monitoring by analyzing client, guarantor, and market information
- Determine financial and project compliance and document analysis summaries within appropriate management systems
- Deliver financial, industry, and economic analyses to support sound credit decision-making
- Contribute to due diligence efforts and preparation of credit approval packages
- Ensure adherence to credit policies, underwriting standards, and applicable regulatory requirements
- Promote consistent commercial underwriting practices across the holding company
- Develop and utilize management information systems to minimize portfolio risk
- Prepare and manage annual reviews, commitment letters, covenant compliance, CARs, and loan approval packages
- Spread and analyze financial statements for borrowers and guarantors
- Serve as primary interface between Builder Finance Relationship Managers and Regional Credit Managers
- Maintain financial exception reporting to proactively identify and resolve risk items
- Support partnership lending models alongside Relationship Managers outside of Builder Finance
- Build and manage a specialized Builder Finance underwriting and portfolio management team
- Design and implement Builder Finance-specific underwriting templates and tracking tools
- Research regulatory guidance, market participants, systems, and platforms to support specialized lending growth
- Maintain professional and community relationships to enhance visibility and generate new business opportunities
- Support portfolio management process improvement initiatives through research, standardization, and workflow optimization
- Perform other duties as assigned
Requirements
- Bachelor’s degree (BS or BA) required
- 7–10 years of experience in financial analysis, structuring, underwriting, and portfolio management preferred
- Extensive knowledge of credit products, non-credit services, and credit-related regulations
- Strong understanding of commercial banking credit functions and divisions
- Proven leadership ability with experience coaching, developing, and managing employees
- Strong analytical, problem-solving, and decision-making skills
- Excellent organizational, interpersonal, and written/verbal communication skills
- Solid knowledge of loan documentation and credit underwriting practices
- Ability to build effective working relationships with customers, Relationship Managers, bankers, and senior leadership
- Willingness to participate in all required compliance and regulatory training, including BSA/AML
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
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