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...