Portfolio Investment Manager, US (San Francisco)
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Join Us in Driving the Energy Transition
We are Lightsource bp , and were on a mission to become a global leader in onshore renewables, anchored by our proven track record in solar development. For over a decade, weve been diversifying the way the world is powered with safe, responsible, and sustainable renewable solutions. Our largescale solar and energy storage projects help deliver affordable, reliable power while supporting global decarbonisation.
Fully acquired by bp in 2024, Lightsource bp operates under a capitallight model, partnering extensively with thirdparty debt, structured financing, tax equity, and common equity to bring projects to life.
Our people and projects are at the heart of what we doand now, were looking for your expertise to help us grow our US portfolio.
About the Investment Management Team
Our Investment Management (IM) Team acts as the primary liaison with capital providers once financing transactions close, overseeing the relationship from daily reporting to commercial interaction until exit. We coordinate across LSbp teamsStructured Finance, Asset Management, Finance, Power Marketing, Legal, and moreto ensure projects deliver strong operational and financial performance.
The team is organized into three verticals:
- Portfolio Management
- Valuation & Financial Modelling
- Insurance
Youll join our Portfolio Management Team , currently based in Europe and Sydney, but with growing presence in the US to support our expanding portfolio.
The Role
As a US Portfolio Investment Manager / Senior Portfolio Investment Manager , you will be the eyes and ears of the IM Team for the portfolios you manage, acting as the daytoday contact for capital providers (debt institutions and equity partners).
Youll work closely with a USbased Commercial Investment Director and Valuation team, ensuring covenant compliance, accurate debt servicing, optimized cash distributions, and proactive portfolio performance tracking.
Key Responsibilities
- Managing relationships with capital providers, ensuring timely covenant reporting and responses to waiver/approval requests
- Overseeing debt service payments, letters of credit, and ancillary facilities
- Preparing budgets, forecasts, updated models, and tracking portfolio performance against investment models
- Identifying areas for commercial and financial optimisation
- Collaborating with LSbp teams on legal documentation, M&A activities, and refinancing initiatives
- Contributing to crossportfolio initiatives and sharing best practices globally
Essential Qualifications & Experience
- Minimum 4 years of experience in project finance documentation, reporting, or covenant management
- Engagement with capital providers in a portfolio management capacity (financial institution or sponsor)
- Strong financial and accounting skills, with ability to interpret P&L, cash flow, and balance sheets
- Experience working in complex, matrixstyle, multinational environments
- Bachelors degree in Engineering, Business, Finance, or a related field
Preferred Experience
- Financial modelling skills in projectrelated or investment environments
- Direct involvement with budgets, forecasts, and operational asset portfolios
- Collaboration with legal teams on commercial documentation
Personal Qualities
- Analytical and detailoriented, with strong planning and organisational skills
- Excellent written and verbal communication skills
- Selfmotivated, collaborative, and able to manage diverse stakeholder relationships
We Offer
- Competitive compensation: $140,000 to $160,000 annually plus a 20% annual bonus
- Health, dental, prescription, and vision care for US team members starting your first day of employment with zero premiums for employeeonly coverage
- Retention bonuses
- Four weeks of vacation and three weeks of sick leave annually plus 11 paid holidays
- 401(k) plan, with a 3% nonelective employer contribution
- Hybrid working environment (TuesdayThursday in office, Monday & Friday remote)
- Monthly personal phone bill reimbursement of up to $100 and a monthly commuter benefit of up to $150
- Lifestyle Savings Account and more!
Essential Commitment
Our culture is built on our core valuesSafety, Integrity, Respect, Sustainability, and Drivewhich guide everything we do and shape meaningful lowcarbon energy projects that create a sustainable future.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status, or disability status. Individuals with disabilities may request reasonable accommodation related to LSbps recruiting process (e.g., accessing the job application, completing required assessments, participating in interviews, etc.). To request an accommodation, please contact us during the recruitment process.
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