Clean Energy Finance – Analyst, Portfolio Management

About Citi Clean Energy Finance (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 and 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

• Maintain and update transaction models; monitor transactions (including tax benefits recognition, yields, and returns), track performance, and monitor P&L based on HLBV accounting. Update expected flip dates; coordinate amendments, consents, and waivers; interact with client asset management and deal counsel for post-close term adjustments; collect and review tax filings; coordinate responses for IRS audits; manage ongoing payments to third parties (counsel, auditors, consultants, etc.).
• Monitor overall portfolio metrics and performance; forecast portfolio-level P&L; prepare monthly and quarterly portfolio reports; track compliance with portfolio limits; evaluate positions for potential sale or modification; prepare forecasts of P&L, tax credits, and GAAP balances for internal controls and senior management; assist with regulatory and enterprise-level reporting, league table reporting, sustainability goals, legal entity management, SPE validations, and regulatory reviews.
• Track accounts receivable, delinquencies, loss rates; assist with asset sales, sell-downs, workouts, and restructurings; identify problems and mitigate risks. Assist Independent Risk (second line of defense) with risk analyses, impairment reviews, and periodic reviews.
• Assist Head Portfolio Manager and Group Head in responding to audit and information requests from third line of defense and bank regulators.
• Assist with transaction execution, booking, and other activities pre-close and at funding.
• Partner with CEF transaction execution teams, financial controllers, tax department, Citi Risk Management, outside consultants, and engineers to manage consent/waiver and other ad-hoc requests from client sponsors and asset managers, balancing client needs with Citi’s risk appetite.

Ideal Candidate

• Has 1 to 3 years of relevant experience with Energy / Tax Equity investments.
• Understands PTC and ITC Federal tax incentive programs and HLBV accounting, as well as partnership and lease structures.
• Prior knowledge of partnership and tax accounting and experience with tax equity models is a strong positive.
• Demonstrates great attention to detail and the ability to work independently and collaboratively within a team; offers client interaction and on-the-job learning opportunities.

Job Details

Job Family Group: Institutional Banking

Job Family: Investment Banking

Time Type: Full time

Primary Location: New York, New York, United States

Compensation & Benefits

Primary Location Full Time Salary Range: $110,000.00 - $125,000.00

In addition to salary, Citi’s offerings may also include 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 vacation, 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.

Most Relevant Skills

Please see the requirements listed above.

Anticipated Posting Close Date

May 13, 2026

Equal Opportunity

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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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