Essential Job Duties and Responsibilities:
- Interact and build relationships with investors through monthly portfolio management meetings, addressing questions, and day to day requests
- Assist with completing annual due diligence requests from investors
- Assist with portfolio management initiatives and strategies, including KPI development and monitoring
- Create presentations based on portfolio performance, borrower case studies, and industry data for internal and external stakeholders
Required Skills, Knowledge and Abilities:
- At least 1 year of relevant work experience (e.g. consumer finance, project finance, structured finance, asset-backed finance, M&A, investment banking, or private equity)
- A Bachelor’s (or advanced) degree
- Expert with MS Excel, including VBA, PowerPoint, and highly skilled in other MS Office products, including Word
- Understanding of basic accounting statements: balance sheet, cash flow, income statement
- Basic understanding of ABS, whole loan sales, various debt and equity financing structures
- Basic understanding of loan underwriting, servicing, and/or operations a plus
- Excellent written and oral communication skills
- Superb attention to detail
- Team player
- Comfortable working in a fast-paced, unstructured environment
- Must be passionate about finance and/or the renewable energy/home improvement space
Similar Jobs
What We Do
GoodLeap is a sustainable home solutions marketplace. We provide simple, fast, and frictionless point-of-sale technology for countless mission-driven professionals serving millions of people who want to upgrade their homes and save money. Our platform offers flexible ways for consumers to pay for a wide range of sustainable products, including solar panels, battery storage, smart home devices, modern HVAC systems, energy efficient windows, upgraded roofing, water-saving turf, and more. We are committed to caring for the planet, building lasting relationships with our valued partners and customers, and delivering cutting-edge technology that enables more people to embrace a sustainable lifestyle.








