Demo

Portfolio Finance Manager

Copia Power
Point, CA Full Time
POSTED ON 4/13/2025
AVAILABLE BEFORE 6/13/2025

Do you have experience in renewable energy project finance, a strong modeling background and have a desire to work for a people-first organization that is rapidly growing? Do you possess exceptional organizational, communication, and analytical skills? Do you have a passion for bringing clean energy to the grid? And do you believe that collaboration and having fun ought to be key elements of your job? If you answer yes, read further & consider applying for our Portfolio Finance Manager role.  Copia Power is a leader in clean energy finance, and this is a great opportunity to join a team raising billions of innovative third-party capital every year.

 

What you will do:

The Manager will work alongside the Capital Markets and Portfolio Finance team members. Specific duties will include:

·           Leading financing activities including debt term conversions, tax equity fundings, refinancings, tax equity partnership buyouts and asset divestitures.

·           Reviewing changes to transaction and project documentation, negotiating amendments and waivers, and seeking approval and consents from financing parties.

·           Managing transaction due diligence bringdown processes at fundings, including working closely with consultants, internal and external counsel, technical, and internal teams.

·           Collaborating across internal teams including Construction, Corporate Finance, and Asset Management to manage ongoing financing requirements.

·           Managing financial tracking models and supporting internal / external modelling requests for projects in construction and operations.

·           Communicating professionally with diverse internal and external stakeholders, including C-level executives, financing institutions, and investors.

·           Maintaining relationships with tax equity investors, lenders and other financial partners in the renewable energy sector.

 

What we look for:

·         Knowledge of renewable energy development.

·         Experience in project finance and tax equity transactions, including maintaining and auditing tracking models.

·         Passion for renewables and a keen interest in being a part of the climate change solution.

·         Proven transaction experience in the energy or infrastructure sector, preferably at a developer, operating company, private equity, management consulting, or banking.

·         Understanding of tax-equity structures and partnership tax principles, and construction/ term loan facilities.

·         Strong financial modeling skills and ability to gather, organize, and draw conclusions from data.

·         Excellent organizational and project management skills with a strong attention to detail.

·         Exceptional verbal and written communication skills, including discretion in handling confidential information and in communicating with third parties.

·         Ability to work collaboratively in a dynamic, fast-paced environment, manage multiple deadlines, and identify critical items.  

 

Minimum Qualifications:

·         5-8 years of experience with a focus on project finance

·         2 years of Renewable Energy experience

·         Bachelor’s degree in finance, Accounting, or related field; MBA or CFA is a plus

·         Strong understanding of renewable energy markets, solar energy technologies, and project finance principles

·         Proficiency and proven experience with Microsoft Office, including advanced proficiency in PowerPoint & Excel.

·         Ability to work from Copia Office (Washington, D.C.; Salt Lake City, UT; Lake Oswego, OR; or Dana Point, CA) minimum of 3days a week.

·         Ability to travel up to 25%   

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Our Benefits:  

We work hard to embrace diversity and inclusion and encourage everyone at Copia to bring their authentic selves to work every day. We offer flexible work hours and generous benefits to all of our employees that include:

- Medical, Dental & Vision coverage with no premiums

- Company contribution to 401(k) plans

- Annual bonus eligibility

- Unlimited Paid Time Off (PTO)

- Paid company holidays

- Wellness and cell phone credits

- Life and AD&D Insurance

- Employee Resource Groups (ERGs) for community and support

- Opportunities for professional development to grow and thrive within the company


About Copia: Copia Power (“Copia”), is a wholly owned portfolio company of the global investment firm, The Carlyle Group. Copia’s platform is focused on developing, owning, and operating utility-scale sustainable infrastructure in the United States. We value diversity and are committed to creating an inclusive environment for all employees. For more information, visit www.copiapower.com

 

At Copia, we value diversity and are an equal opportunity employer by choice. We consider all qualified applicants equally for employment & do not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation.

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