Clean Energy Finance – Analyst, Portfolio Management

• Transaction model maintenance and updates
• Transaction monitoring (including tax benefits recognition, yields, and returns)
• Performance tracking
• P&L tracking (based on HLBV accounting)
• Updating and monitoring expected flip dates
• Interaction with financial controllers
• Coordination of amendments, consents and waivers
• Interaction with client asset management
• Deal counsel re-negotiating terms arising post-close
• Collecting and reviewing tax filings
• Coordinating responses for IRS audits
• Overseeing ongoing payments to third parties
• Monitoring overall portfolio metrics and performance
• Tracking and forecasting portfolio level P&L
• Preparing monthly and quarterly portfolio reports
• Tracking compliance with portfolio limits
• Evaluating positions for potential sale or modification
• Preparing forecasts of P&L, tax credits and GAAP balances
• Assisting with regulatory and enterprise level reporting
• Tracking accounts receivable, delinquencies, loss rates
• Assisting with asset sales, sell-downs, work outs, and other restructurings
• Identifying existing and potential problems and mitigating risks
• Assisting Independent Risk with preparation of risk analysis, impairment reviews
• Assisting Head Portfolio Manager and Group Head in responding to audit and information requests
• Assisting with transaction execution, booking, and other activities pre-close and at funding
• Partnering closely with CEF transaction execution teams, financial controllers, tax department, Citi Risk Management teams, outside consultants and engineers

• 1 to 3 years of relevant experience working with Energy / Tax Equity investments
• Understands PTC and ITC Federal tax incentive programs
• Understands HLBV accounting as well as partnership and lease structures
• Prior knowledge of partnership and tax accounting and experience with tax equity models are strong positives
• Great attention to detail
• Ability to work independently and cohesively within a team

Prior knowledge of partnership and tax accounting and experience with tax equity models

• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays