Portfolio Management Analyst
8 days ago
San Diego
Job Description Are you a current analyst thinking about your next move not just as a job change, but as a career inflection point? Maybe you’re in audit or a traditional finance role and want to get closer to the deal side, where decisions are made and value is created. Our client offers a clear path to get there. With a portfolio exceeding $4 billion, this is a well-capitalized, highly active investment platform operating at the intersection of energy, infrastructure, and structured finance. They’re building a team of professionals who want more than repetition. They want exposure, responsibility, and a seat closer to the action. If you’re looking to accelerate your learning, broaden your perspective, and step into a role with real visibility, this is the kind of opportunity that can change your trajectory. About the Opportunity We are partnered with a leading investment and lending platform focused on renewable energy and infrastructure finance. Since inception, the firm has originated over $5 billion in transactions and currently manages more than $4 billion in credit investments across development, construction, and operating assets. The platform provides a full-service lending solution to banks and private credit funds, supporting everything from origination and structuring through portfolio management and loan servicing. The Role The Portfolio Management Analyst will play a critical role supporting a multi-billion-dollar portfolio of renewable energy investments, including construction loans, development lines of credit, and term debt across operating assets nationwide. This is a highly dynamic position offering exposure across the full lifecycle of deals—from underwriting and structuring through active portfolio management, risk analysis, and lender interaction. What You’ll Do Portfolio & Investment Management • Support management of a $2B+ portfolio of construction loans and development facilities, • Assist in servicing a $1B+ portfolio of term loans across operating renewable assets, • Prepare annual loan reviews and portfolio reporting for lenders and stakeholders, • Review and process construction loan draw requests, • Analyze budgets vs. actuals and project progression, • Evaluate project-level and portfolio-level risks including:, • Market and offtake exposure, • Sponsor and vintage analysis, • Covenant compliance and performance tracking, • Support loan onboarding, cash management, and compliance tracking, • Coordinate loan sales and servicing activities, • Engage with developers, lenders, advisors, and internal stakeholders, • Develop a strong understanding of renewable energy credit structures and project lifecycles, • Contribute to draw management, reporting compliance, and portfolio analytics, • Support covenant tracking and performance monitoring across active investments, • Assist in preparing annual reviews and participating in lender communications, • 0–2 years of experience in finance, accounting, audit, or related field, • Strong interest in credit, lending, or investment management, • Understanding of financial statements and capital structures, • Analytical mindset with strong attention to detail, • Experience with financial modeling or data analysis preferred, • Strong communication skills and ability to operate in a team environment, • Bachelor’s degree in Finance, Accounting, Economics, or related field Company DescriptionTransition Staffing Group is an award winning San Diego based staffing agency providing solutions on a Temporary, Temporary-to-Hire and Direct Hire basis. Through our affiliate network, we have offices in 35+ metropolitan areas, staffed by over 200 specialized recruiters. TSG offers a national reach, with local job market expertise. Recognized five years in a row by the San Diego Business Journal as one of the "Fastest Growing Privately Held Companies in San Diego." Additionally, recognized on the Inc.500 List twice for being one of the Fastest Growing Companies in the United States. TSG offers full Medical, Dental, Vision, Life Insurance (no waiting period) and matching 401(k) to every active consultant/tempTransition Staffing Group is an award winning San Diego based staffing agency providing solutions on a Temporary, Temporary-to-Hire and Direct Hire basis. Through our affiliate network, we have offices in 35+ metropolitan areas, staffed by over 200 specialized recruiters. TSG offers a national reach, with local job market expertise. Recognized five years in a row by the San Diego Business Journal as one of the "Fastest Growing Privately Held Companies in San Diego." Additionally, recognized on the Inc.500 List twice for being one of the Fastest Growing Companies in the United States. TSG offers full Medical, Dental, Vision, Life Insurance (no waiting period) and matching 401(k) to every active consultant/temp