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Portfolio Investment Manager, US

Portfolio Investment Manager, US

Lightsource bpSan Francisco, CA, US
4 days ago
Job type
  • Full-time
Job description

Lightsource bp is a global energy technology platform dedicated to the growth of renewable projects across the planet. Our mission is to become a world-leading operator of large-scale 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 capital-light model that leverages debt, equity and tax-equity 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 day-to-day contact for capital providers (debt institutions and equity partners).

You'll work closely with a US-based 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 cross-portfolio initiatives and sharing best practices globally

Who We're 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, matrix-style, multinational environments

Bachelor's degree in Engineering, Business, Finance, or a related field

Preferred Experience

Financial modelling skills in project-related or investment environments

Direct involvement with budgets, forecasts, and operational asset portfolios

Collaboration with legal teams on commercial documentation

Personal Qualities

Analytical and detail-oriented, with strong planning and organisational skills

Excellent written and verbal communication skills

Self-motivated, 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 employee-only 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 (Tuesday–Thursday 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 You'll Want to Work With Us

Our company is a place where you can be yourself and grow—a 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 values—from 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 low-carbon 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 LSbp's 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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Portfolio Manager • San Francisco, CA, US

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