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Portfolio Management Analyst
9 days ago
Full time role
Hybrid · Remote · San Francisco, CA, US
About GoodLeap:
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
Summary:
The Analyst will play a key role within the Portfolio Management team to help execute on GoodLeap's onboarding and posting funding experience for investors purchasing our solar and home improvement loans. The role will touch the entire lifecycle of the business and interface directly with investors and lenders. The ideal candidate will understand how a lending business works and have a base knowledge of various funding strategies. Additionally, an ideal candidate will have strong work ethic, technical/interpersonal skills, and the desire to work collaboratively with both internal and external stakeholders.
Essential Job Duties and Responsibilities:
- Interact and build relationships with investors through monthly portfolio management meetings, addressing questions, and day to day requests
- Assist with completing annual due diligence requests from investors
- Assist with portfolio management initiatives and strategies, including KPI development and monitoring
- Create presentations based on portfolio performance, borrower case studies, and industry data for internal and external stakeholders
Required Skills, Knowledge and Abilities:
- Minimum 6 months of relevant work experience (e.g. consumer finance, project finance, structured finance, asset-backed finance, M&A, investment banking, or private equity)
- A Bachelor’s (or advanced) degree
- Expert with MS Excel, including VBA, PowerPoint, and highly skilled in other MS Office products, including Word
- Understanding of basic accounting statements: balance sheet, cash flow, income statement
- Basic understanding of ABS, whole loan sales, various debt and equity financing structures
- Basic understanding of loan underwriting, servicing, and/or operations a plus
- Excellent written and oral communication skills
- Superb attention to detail
- Team player
- Comfortable working in a fast-paced, unstructured environment
- Must be passionate about finance and/or the renewable energy/home improvement space
Compensation: $150,000 per year
Additional Information Regarding Job Duties and Job Descriptions:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
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