Portfolio Management Analyst - Portfolio Management

Citi’s Clean Energy Finance (CEF) team is seeking a candidate to join the origination desk’s in-business portfolio management team to support its tax equity and tax credit transfer mandates.

About CEF

The Clean Energy Finance (“CEF”) Group provides comprehensive and customized solutions, including Hybrid Tax Equity Financing, to Citi’s clients in the clean energy and energy efficiency sectors. CEF has extensive expertise in originating, structuring, and executing financings for various renewable energy & sustainable technologies, including:

·Onshore and Offshore Wind (Utility Scale)

·Solar Power (Utility Scale PV, Distributed PV, Residential Rooftop PV, CSP and Thermal)

·Battery Storage

·Nuclear

·Biofuels

·Waste-to-Energy

·Geothermal

·Biomass

·Fuel Cells

·Hydrogen

·Energy Efficiency

·Other Emerging Technologies

CEF also helps Citi’s clients raise capital by monetizing their clean energy tax credits via Tax Credit Transfers and helps corporate clients optimize their tax liabilities through the purchase of these tax credits.

Job Description

CEF seeks to hire a full-time Portfolio Management Analyst to assist in overseeing and tracking the CEF portfolio of renewable energy loans, leases, warehouse facilities, and tax equity positions that CEF holds and manages on Citi’s balance sheet. The new hire will be directly part of the in-business portfolio management team, working closely with the Group Head and other CEF team members, and aligned closely with a variety of stakeholders across Citi (Banking, Legal, Risk, Accounting Policy, Finance, Group Tax, Technology, etc.). The CEF portfolio includes tax equity investments in utility scale wind and solar projects, tax equity investments in pools of Distributed Generation or Residential Rooftop solar PV systems, and related debt facilities/loans.

Responsibilities:

Transaction model maintenance and updates, transaction monitoring (including tax benefits recognition, yields, and returns), performance tracking, P&L tracking (based on HLBV accounting), updating and monitoring expected flip dates, interaction with financial controllers, coordination of amendments, consents and waivers, interaction with client asset management, deal counsel re-negotiating terms arising post-close, collecting and reviewing tax filings, coordinating responses for IRS audits, and other matters post-close. Additionally, overseeing ongoing payments to third parties, including counsel, auditors, consultants, and other parties;

Monitoring overall portfolio metrics and performance, tracking and forecasting portfolio level P&L, preparing monthly and quarterly portfolio reports, tracking compliance with portfolio limits, evaluating positions for potential sale or modification, preparing forecasts of P&L, tax credits and GAAP balances for internal control functions and senior management, and other portfolio optimization operations. Assist with regulatory and enterprise level reporting, league table reporting, compliance with firm sustainability goals, legal entity management, SPE validations, and assist with regulatory reviews;

Tracking accounts receivable, delinquencies, loss rates; assisting with asset sales, sell-downs, work outs, and other restructurings. Generally identifying existing and potential problems; then mitigating the risks. Assisting Independent Risk (second line of defense) with preparation of risk analysis, impairment reviews, and other periodic reviews;

Assisting Head Portfolio Manager and Group Head in responding to audit and information requests from third line of defense and bank regulators;

Assisting with transaction execution, booking, and other activities pre-close and again at funding;

Partnering closely with CEF transaction execution teams, financial controllers, tax department, Citi Risk Management teams, outside consultants and engineers to manage consent/waiver and other ad-hoc requests from client/sponsors asset managers, skillfully balancing the needs of the client and Citi’s risk appetite

The ideal candidate will have 1 to 3 years of relevant experience working with Energy / Tax Equity investments, understands PTC and ITC Federal tax incentive programs, and understands HLBV accounting as well as partnership and lease structures. Prior knowledge of partnership and tax accounting and experience with tax equity models are strong positives. This position requires great attention to detail and ability to work independently and cohesively within a team, and offers client interaction and on the job learning opportunities

This job description provides a high-level review

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Job Family Group:

Institutional Banking

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Job Family:

Investment Banking

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$110,000.00 - $125,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Nov 04, 2026

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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