Portfolio Investment Manager, US (San Francisco)
Lightsource bp is a global energy technology platform dedicated to the growth of renewable projects across the planet. Our mission is to become a worldleading operator of largescale solar and energy storage projects, scaling sustainable solutions that deliver affordable and reliable power while decarbonising the global grid.
Join Us in Driving the Energy Transition
Founded over a decade ago, Lightsource bp has built a proven track record in solar development. 2024 saw the company become fully acquired by bp, operating under a capitallight model that leverages debt, equity and taxequity financing to accelerate project delivery.
About the Investment Management Team
The Investment Management (IM) Team is the primary liaison with capital providers once financing transactions close. The team oversees relationships from daily reporting to commercial interaction until exit, coordinating across LSbp units including Structured Finance, Asset Management, Finance, Power Marketing, Legal, and more to deliver strong operational and financial performance.
The team is organized into three verticals:
- Portfolio Management
- Valuation & Financial Modelling
- Insurance
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, optimised 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
Who Were Looking For
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 the 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 up to $100 and a monthly commuter benefit up to $150
- Lifestyle Savings Account and more!
Why Youll Want to Work With Us
Our company is a place where you can be yourself and growa place where your ideas and opinions matter.
We pride ourselves on being an inclusive community, where every individual is valued and treated with respect.
Our culture is driven by our core valuesfrom operating safely to ensuring our solar projects are responsible and promote biodiversity.
Alongside competitive pay, we offer annual bonus opportunities, retention incentives, health insurance, retirement contributions, and other local benefits.
Join an agile, international team working across 15 countries to power the future and positively impact people, communities, ecosystems, and biodiversity worldwide.
Our Core Values
Safety, Integrity, Respect, Sustainability, and Drive guide everything we do, shaping meaningful lowcarbon energy projects that create a sustainable future.
We are an equalopportunity 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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