Portfolio Finance Analyst

Job title : Portfolio Finance Analyst
Job-type : Permanent
Salary high : 0
Salary low : 0
Contact : Lauren Brenner
Call : Lauren
Email : email Lauren
Reference : Finance, Corporate Finance, Asset Management, O&M, P&L


This company is an independent, fully integrated energy company that develops, constructs, owns and operates renewable energy projects and transmission assets across North America, Japan, and parts of Latin America. The company focuses primarily on wind, solar and transmission. The team has a history as one of the top North American renewable energy and transmission providers in the industry. The team is dedicated to delivering the highest value for its customers, partners, financial supporters and the communities in which it works, while exhibiting a strong commitment to promoting environmental stewardship and corporate responsibility.

The company operates in the United States, Canada, Japan, Netherlands and Mexico with offices in San Francisco, Houston, San Diego, New York, Amsterdam, Tokyo, and Toronto. Their corporate headquarters are located San Francisco, CA.


Job Purpose & Key Accountabilities

The Portfolio Finance Analyst serves as the primary owner and point-of-contact of financing agreements across the Pattern Energy portfolio of construction and operating power generation and transmission assets, and of certain development and corporate financing facilities.  Main responsibilities include, among others:

  • Ensuring 100% compliance across the Pattern Energy portfolio of project financing, tax equity financing, equity financing, 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 Pattern Energy portfolio of financing agreements – this includes managing and interpreting complex financing agreements, performing contractual analysis, writing technical memorandum, etc.;

  • Owning the finance function and being the Managing Member (as applicable) across the Pattern Energy portfolio of financed assets – this includes performing ad-hoc financial analysis; working across financial funding / closing models and HLBV tracking models; 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; budgeting; managing loan administration; interpreting financial statements; contributing to internal management reports; etc.; and

  • Supporting transactions such as closings, funding, refinancings, payoffs, and terminations; and leading certain financing process / transactions such as term conversions, formal consents, amendments, waivers, notices, etc. – this work also often includes reviewing, editing, and self-drafting technical legal agreements.


Education and Required Work Experience

  • Minimum 2+ years prior 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

Additional Requirements

A successful candidate will possess strengths in the following areas:

  • Detail-oriented work style with an ability to work in a high-pressure environment without sacrificing precision and accuracy;

  • Eagerness to learn, hard work ethic, persistence, and an ability to quickly grasp and understand new concepts including financial and legal structures and statutory requirements;

  • Effective time management skills with an ability to prioritize and handle work load 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;

  • Ability to work efficiently and congenially cross-functionally and cross-departmentally;

  • Flexibility and willingness to take on new challenges and responsibilities; and 

  • Being a team player and an all-around great person with which to work.

Additional Technical Skills

  • Ability to read, understand, navigate, and interpret complex legal contracts and financing structures – ability to draft legal documents a plus;

  • Strong excel skills with a foundation in quantitative / financial reasoning;

  • An understanding of project finance;

  • Effective professional writing and communication skills;

  • Proficiency in standard office software (e.g. Excel, MS Word, SharePoint, PowerPoint, Adobe, etc.) - proficiency with MS D365 and XRM a plus. 

Remote locations will be considered for this role.