The Company

Our client is a diversified private investment firm focused on building and supporting the next generation of infrastructure across energy, waste management, and the built environment. They target critical systems where technological innovation is unlocking meaningful gains in efficiency, capability, and durability.

The firm is grounded in a commitment to high standards, openness, and lasting value creation. Working with our client means contributing to solutions for some of the world’s most pressing challenges while aiming to deliver strong returns for investors.

Role Overview

The Associate, Asset Management will oversee the firm’s portfolio of energy infrastructure investments, focusing on performance, risk, reporting, and valuation. These assets are primarily loans that fund grid upgrades needed to connect renewable energy projects.

Responsibilities include tracking financial results, ensuring compliance, managing cash flows, and monitoring counterparties and overall risk. The role also involves maintaining valuation models, evaluating project progress, and identifying potential issues that could impact repayment timelines.

This position blends project finance, infrastructure investing, and energy market dynamics, requiring strong analytical and financial modeling capabilities.

Duties & Responsibilities

• Track and evaluate the performance and credit quality of the firm’s interconnection and grid-upgrade lending portfolio, including loan balances, repayment progress, covenant compliance, refund timelines, borrower execution, and exposure across projects, counterparties, and markets
• Manage fund and cash flows end-to-end, ensuring accuracy across capital calls, distributions, fees, expenses, draw activity, and liquidity planning
• Oversee the loan portfolio and coordinate closely with third-party servicers, administrators, custodians, trustees, and external partners including fund administrators, accountants, and auditors as the primary liaison
• Lead the preparation and review of quarterly investor materials, capital account reporting, and portfolio-level summaries
• Build and maintain dashboards, reporting systems, and financial models to track asset performance, estimate recovery timing, calculate interest, fees, borrowing base metrics, and support valuation and mark-to-market processes
• Analyze risks that may impact repayment timing, recovery, and overall value, including development execution, borrower credit strength, regulatory and market shifts, and transmission cost and reimbursement dynamics, while escalating issues and recommending mitigation actions
• Conduct scenario and sensitivity analysis related to project attrition, reimbursement timing, and policy or market outcomes
• Monitor borrower and project advancement across key milestones such as interconnection agreements, upgrade construction, and financing and build progress, while reviewing borrower reporting and financials
• Prepare recurring portfolio updates highlighting performance trends, valuation changes, and key risk considerations, and support internal investment committee materials and lender communications
• Assist with diligence and underwriting efforts for new investments as needed

Qualification

• Undergraduate degree required, with a strong preference for a background in finance, accounting, or a related field
• At least three to six years of relevant experience in asset oversight, infrastructure investing, project finance, or credit-focused roles
• Hands-on exposure to private lending, credit agreements, and restructuring or workout situations
• Advanced proficiency in Excel; experience with fund accounting platforms and portfolio management tools is advantageous
• Demonstrated ability to coordinate across multiple third party providers and manage complex, multi-step processes
• Ability to work in the U.S. without employer sponsorship