Principal, Portfolio Management @ Swooped
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About Swooped
Our client is a renewable energy finance platform transforming how clean energy and manufacturing projects are funded in the U.S. Backed by top investors like Andreessen Horowitz, the platform connects developers and financiers through an AI-driven capital markets solution that boosts transparency, speeds decisions, and fuels investment in the clean economy.
About the Role
The Principal, Portfolio Management is a senior member of the Investments team reporting directly to the Head of Investments. This newly created role is designed to build out and lead the firm’s portfolio management function for renewable energy tax equity investments.
Key Responsibilities
- Build and lead the portfolio management framework for tax and preferred equity investments.
- Manage tranching, funding schedules, and cross-team coordination with Finance and Legal.
- Monitor portfolio performance, tracking financial, tax, and operational metrics.
- Lead review and execution of consent requests, amendments, and restructurings.
- Develop investor, management, and board-level reporting processes.
- Serve as primary contact for sponsor and investor interactions post-closing.
- Leverage AI-enabled tools to enhance portfolio monitoring, reporting, and process automation.
- Engage in strategic portfolio optimization and secondary market opportunities.
- Mentor junior staff and foster a culture of analytical rigor and accountability.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics or related field; MBA a plus.
- Minimum 7–10 years experience in renewable energy finance, asset management, or structured finance.
- Strong grasp on tax equity, preferred equity investments, and partnership flip structures.
- Proven portfolio management experience including amendments, restructurings, and consent handling.
- Excellent organizational and communication skills with board-level reporting experience.
- Comfortable with technology and AI-enabled solutions for enhanced reporting.
- FINRA license(s) required or willingness to obtain under broker-dealer sponsorship.
What We Bring
- Significant capital raised from top investors.
- Comprehensive healthcare with 100% employee premiums and partial dependent coverage.
- Dental, vision, holidays, paid time off, and 401k support.
- Regular all-team onsite meetings three times a year.
- Competitive compensation including bonus and equity opportunities.
Our Values
- Care for each other and support collective growth.
- Build and improve rapidly with clear focus and execution.
- Focus on customers and partners in every decision.
- Demonstrate ownership in all roles and responsibilities.
- Create an inclusive team that values diversity of experiences.
Note
We are not the Employer of Record for this position. Swooped connects outstanding candidates with top-tier employers. Please visit the company career page/ATS for full application details.
Key Skills/Competency
Portfolio Management, Tax Equity, Preferred Equity, Renewable Energy, Structured Finance, Asset Management, Reporting, AI, Communication, Mentorship
How to Get Hired at Swooped
🎯 Tips for Getting Hired
- Research Swooped's culture: Understand their mission and values deeply.
- Customize your resume: Highlight renewable energy finance expertise.
- Emphasize portfolio management skills: Showcase real-world investment tracking.
- Prepare for technical queries: Review tax equity structures and AI tools.
- Practice clear communication: Prepare board-level report examples.