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Capital One Specialty Underwriter Portfolio Manager- Renewable Energy 
United States, New York, New York 
699149411

31.07.2024
NYC 299 Park Avenue (22957), United States of America, New York, New York Specialty Underwriter and Portfolio Manager- Renewable Energy


Primary underwriting responsibilities may include:

  • Lead and compile due diligence to draw conclusions on material, current and future risks, and mitigants

  • Identify performance drivers, project future performance, anticipate delays in return on and return of investment, and understand tax-related risks unique to tax equity financing (i.e. Capital Accounts, Tax Credit Recapture, Tax Credit Qualification); apply industry research across transactions and share key takeaways across the organization

  • Lead transaction execution efforts including oversight of junior members, providing feedback, and coaching and developing less experienced members of the team

  • Anticipate questions that will be raised during deal review and approval meetings

  • Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis

  • Audit, sensitize, and review financial models independently and incorporate deal-specific complex structures or nuances

  • Propose appropriate structuring options in tandem with deal team

  • Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team

  • Oversee closing process requirements by coordinating with several partner groups for approvals and facilitating communication with operations team; prepare and review closing memos

  • Participate in documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients

  • Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations


Primary portfolio or asset management responsibilities may include:

  • Manage most complex or highest risk portfolio of accounts; review portfolios of less experienced team members; review and monitor health of portfolio accounts; update financial models on a quarterly basis and evaluate performance against expectations

  • Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists

  • Review and approve annual reviews and both material and non-material modifications including project-level consent requests

  • Facilitate and leads semi-annual portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews

  • Review past due reporting, covenants, and payments and remediate with the appropriate party

  • Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities


Additional Responsibilities may include:

  • Build relationships across function and business to foster collaboration between partner groups; work with partner groups including corporate tax, finance, and accounting to meet internal information requests

  • Interact directly with customers, consultants, and external counsel over the course of a transaction representing the LOB’s risk-first mindset

  • Consult with legal or Special Assets Department

  • Mentor and train rotational analysts and new hires

  • Participate in internal initiatives to ensure the business is well-managed and operates efficiently

  • Ensure compliance with credit policies and procedures


Basic Qualifications:

  • Bachelor’s Degree or Military Experience

  • At least 5 years of experience in credit underwriting, portfolio management, or asset management

Preferred Qualifications:

  • Bachelor's Degree in Accounting, Finance, or other relevant fields

  • 7+ years of experience in credit underwriting or portfolio management or asset management

  • 1+ year of previous leadership experience with deal teams or analysts


***At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

New York City (Hybrid On-Site): $199,100 - $227,200 for Specialty Underwriter & Portfolio Manager (ROEU57)This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.