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Sr. Manager, Portfolio Finance

Dana Point, California, United States; Lake Oswego, Oregon, United States; Phoenix, Arizona, United States; Salt Lake City, Utah, United States; Washington, District of Columbia, United States

Copia Power (“Copia”) is an energy transition company committed to developing, constructing and owning large-scale infrastructure assets in the U.S. Copia is actively developing more than 15 GW of renewable energy generation and storage capacity and 12 GW of data center and industrial load. Copia is backed by Carlyle, one of the world’s largest global investment firms. 

At Copia, we pride ourselves on a culture where sustainability is at the heart of everything we do. We are dedicated to making a meaningful impact on the environment, and we believe that achieving this goal requires not just hard work but also enjoying the journey. Our team thrives on connectivity, fostering strong relationships across all levels of the organization. Together, we combine passion and playfulness to drive progress and make a difference. 

Job Description: 

Copia is seeking a Sr. Manager/Director Portfolio Finance to support the growth and financing of its renewable energy portfolio by leading innovative capital-raising initiatives. The ideal candidate will be responsible for portfolio-level financial analysis and modeling, supporting the structuring and execution of third-party financing transactions, and collaborating across teams to advance our projects. This role requires deep experience in renewable energy project finance, strong financial modeling and analytical capabilities, excellent organizational and communication skills, and a collaborative mindset aligned with a people-first culture.
 
The Sr. Manager/Director Portfolio Finance will report directly to the Managing Director, Capital Markets, working closely with Copia’s asset management, energy markets, legal, and finance teams in an individual contributor capacity. 

Key Responsibilities: 

  • Leading financing activities, including corporate debt facilities, debt term conversions, tax equity fundings, refinancings, tax equity partnership buyouts, and asset divestitures.
  • Reviewing changes to transaction and project documentation, negotiating amendments and waivers, and seeking approval and consents from financing parties.
  • Managing transaction due diligence bringdown processes at fundings, including working closely with consultants, internal and external counsel, technical, and internal teams.
  • Collaborating across internal teams, including Capital Markets, Construction, Corporate Finance, and Asset Management, to manage ongoing financing requirements.
  • Managing financial tracking models and supporting internal/external modelling requests for projects in construction and operations.
  • Communicating professionally with diverse internal and external stakeholders, including C-level executives, financing institutions, and investors.
  • Maintaining relationships with tax equity investors, lenders, and other financial partners in the renewable energy sector.

 What We Look For: 

  • Knowledge of renewable energy development.
  • Experience in project finance and tax equity transactions, including maintaining and auditing tracking models.
  • Passion for renewables and a keen interest in being a part of the climate change solution.
  • Proven transaction experience in the energy or infrastructure sector, preferably at a developer, operating company, private equity, management consulting, or banking.
  • Understanding of tax-equity structures and partnership tax principles, and construction/ term loan facilities.
  • Strong financial modeling skills and ability to gather, organize, and draw conclusions from data.
  • Excellent organizational and project management skills with a strong attention to detail.
  • Exceptional verbal and written communication skills, including discretion in handling confidential information and in communicating with third parties.
  • Ability to work collaboratively in a dynamic, fast-paced environment, manage multiple deadlines, and identify critical items.
  • Ability to communicate effectively in verbal and written correspondence.
  • Highly driven with problem-solving abilities, integrity, and a strong work ethic.
  • Proactive mindset with the ability to thrive in a fast-paced, dynamic environment.
  • Ability to work effectively within a rapidly changing organization.
  • Demonstrated collaborative partnerships with peers, management, and vendors.
  • Resourcefulness and polite persistence.

 Minimum Qualifications: 

  • 5 to 10+ years of professional experience with a focus on project finance.
  • 2+ years of renewable energy experience.  
  • Bachelor’s degree in finance, accounting, or related field; MBA or CFA is a plus.
  • Proven experience with Microsoft Office, including advanced proficiency in PowerPoint & Excel
  • Experience with project management software
  • Ability to work in the Washington D.C. office a minimum of 3 days per week is a strong preference. Also open to our other offices in Salt Lake City, UT, Dana Point, CA, or Lake Oswego, OR office, a minimum of 3 days per week.
  • Ability to travel up to 25%
  • Applicants must be authorized to work in the United States without employer sponsorship.
We are partnering with select search firms for this role and are not accepting inquiries or candidates from additional third-party agencies or recruiters.

Compensation:  

At Copia, we carefully consider a wide range of factors when determining compensation, including your skills, qualifications, location, and experience. This role may also be eligible for benefits, performance bonuses, and other perks. We encourage all interested candidates to apply.     

Our Benefits:   

At Copia, we prioritize diversity and inclusion, fostering an environment where everyone can be their true selves every day. Our commitment extends to providing comprehensive benefits to all employees, such as:  

  • Medical, Dental & Vision Coverage (with no premiums) 
  • Company contribution to 401(k) plans 
  • Annual bonus eligibility 
  • Flexible work hours 
  • Unlimited paid time off for a healthy work-life balance 
  • Paid holidays to celebrate and recharge 
  • Wellness and cell phone credits to support personal well-being 
  • Life and AD&D insurance for peace of mind 
  • Employee Resource Groups (ERGs) for community and support 
  • Opportunities for professional development to grow and thrive within the company  

We believe that by fostering a culture of inclusivity and offering these benefits, we empower our employees to thrive both personally and professionally.  

About Copia:

Copia Power (“Copia”), is a wholly owned portfolio company of the global investment firm, The Carlyle Group. Copia’s platform is focused on developing, owning, and operating utility-scale sustainable infrastructure in the United States. We value diversity and are committed to creating an inclusive environment for all employees. For more information, visit www.copiapower.com.   

At Copia, we value diversity and are an equal opportunity employer by choice. We consider all qualified applicants equally for employment & do not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation.  

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