Associate, Portfolio Management jobs in United States
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Dylan Green · 1 month ago

Associate, Portfolio Management

Dylan Green is one of the country’s leading investment firms focused on a carbon negative approach, managing significant assets to accelerate the energy transition. They are hiring an Associate in Portfolio Management to evaluate current investments and assist with diligence for prospective investments.

Staffing & Recruiting
Hiring Manager
Catherine McLean
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Responsibilities

Conduct in-depth evaluations of operating renewable energy assets with a focus on generation output, revenue drivers, and cost performance
Collect, organize, and translate asset-level data into internal systems to support accurate portfolio tracking and analysis
Develop, maintain, and update financial and operating models to assess project economics, performance trends, and risk exposure
Partner closely with portfolio management and investment colleagues to support decision-making and portfolio objectives
Create presentation materials and analytical summaries for leadership that highlight asset performance, key insights, and potential optimization opportunities
Assist with investment evaluation activities by supporting diligence for debt, equity, and acquisition opportunities, including analysis of operating assumptions, cost structures, and market pricing forecasts

Qualification

Renewable energy financeFinancial modelingInvestment evaluationExcel proficiencyData analyticsCommunication skillsRelationship-buildingOrganizational skillsSelf-motivated

Required

Undergraduate degree or higher in finance, economics, business, or a related field, with progress toward or completion of a professional designation such as the CFA viewed favorably
Extensive experience in renewable energy finance, power-sector investing, valuation, project finance, or investment banking
Advanced proficiency in Excel, including hands-on experience building and working with sophisticated financial models and large datasets
Strong communication and relationship-building abilities suited for a dynamic, fast-moving, and entrepreneurial workplace
Clear, concise written and verbal communication skills with the ability to present analysis effectively
Highly organized and detail-focused, with the capacity to juggle multiple workstreams and adapt quickly as priorities evolve
Self-motivated, dependable, and capable of working independently while contributing positively within a collaborative team environment

Preferred

Familiarity with data analytics, visualization, and reporting platforms such as Power BI, Tableau, SQL-based tools, or similar systems is a plus

Company

Dylan Green

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Dylan Green is a strategic talent acquisition consultancy placing commercial individuals within the clean energy and technology space.

Funding

Current Stage
Early Stage

Leadership Team

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Catherine McLean
Founder and CEO
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