Director, Portfolio Finance

The role

The Director of Portfolio Finance will serve as the operational project finance leader for the distributed generation portfolio, primarily focused on Community Solar. You will lead the execution of tax equity and debt facilities, own financial models and forecasts, and partner across various departments to improve capital efficiency and investment returns.

What you will do

• Lead construction and permanent financing milestone execution with bank lenders
• Manage lender relationships, facility sizing, exposure limits, draws, compliance, and amendments
• Lead tax equity execution including capital commitments, tranche fundings, and ITC monetization
• Support term sheet and definitive document negotiations and diligence for new funds
• Own portfolio financial forecasts and models across assets, debt, and tax equity
• Direct transaction and financing workstreams including diligence, data rooms, and closing execution
• Maintain a feedback loop with Investments and Structured Finance regarding pricing and structures
• Partner with Finance on cash movements, liquidity planning, and incentive accruals
• Establish functional KPIs, data-quality standards, and reporting
• Lead and develop the team, including a Manager with Analyst and Associate resources

Required qualifications

• 7+ years of relevant experience across structured finance, project finance, portfolio finance, financial asset management, or adjacent disciplines
• Hands-on and advanced financial modeling capability across infrastructure assets, tax equity, and debt instruments
• Direct experience with construction-to-permanent bank debt including sizing, draw administration, and closing mechanics
• Demonstrated transaction leadership including diligence, data room management, and closing execution
• Experience establishing governance, controls, and KPI definitions across a complex portfolio
• Strong cross-functional leadership and communication skills
• High proficiency in Excel and comfort working with enterprise systems, dashboards, and data teams

Nice to have

• renewable energy or sustainable infrastructure experience
• Knowledge of community solar programs and requirements
• Existing knowledge and daily use of AI tools

Benefits

• health care benefits
• retirement benefits
• paid days off including sick leave, parental leave, and vacation benefits

About the company

Generate Capital is an equal opportunity employer. The Portfolio Finance team is responsible for the daily execution and tranching of projects into tax equity and debt facilities.