Asset Management Manager – Waterfalls & Reporting
SunStrong Management, LLCHouston, TX
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Overview
Schedule
Full-time
Career level
Director
Benefits
Career Development
Job Description
| Job Summary |
| We are seeking an experienced Asset Management Manager to lead our waterfall‐modeling and investor‐reporting function for a growing portfolio of residential and commercial solar assets. You will manage a small team of analysts and associates, own the integrity of our cash‐waterfall models, and oversee all investor and lender reporting activities. Partnering with accounting, tax, legal, operations, and third‐party auditors, you will ensure accurate, timely distributions and compliance with all financing agreements. |
| Key Responsibilities |
| • Team Leadership & Development |
| – Supervise, mentor, and review work of waterfall analysts and associates |
| – Set priorities, allocate resources, and drive accountability for deliverables and timelines |
| – Provide training on waterfall modeling, covenant testing, and reporting best practices |
| • Waterfall Modeling & Distributions |
| – Oversee the build and maintenance of multi‐tranche waterfall models covering debt tranches, equity returns, fees, and reserves |
| – Validate and approve monthly/quarterly distribution calculations, debt‐service payments, and equity cures per contract waterfalls |
| – Monitor covenant compliance (LTV, DSCR, yield tests); escalate and coordinate remediation of any breaches |
| • Investor & Lender Reporting |
| – Own the preparation and delivery of investor reports, distribution statements, and compliance certificates on the specified cadence |
| – Ensure data from accounting, collections, and lease‐management teams is accurately synthesized into executive dashboards and narratives |
| – Act as primary escalation point for investor and lender inquiries, providing strategic insights and variance analyses |
| • Controls, Audit & Governance |
| – Lead third‐party audits by coordinating data requests, reconciliations, and documentation of controls |
| – Develop and enforce robust model governance standards, version controls, and audit‐ready documentation |
| • Process Improvement & Automation |
| – Identify and lead automation initiatives (Excel VBA, Python scripts, BI tools) to streamline waterfall updates and reporting workflows |
| – Standardize templates, checklists, and procedures to improve accuracy and efficiency across the reporting function |
| • New Portfolio Onboarding |
| – Guide the configuration of waterfall models and reporting frameworks for newly acquired or financed assets |
| – Oversee integration of site‐level performance data, historical financials, and contractual terms into the master system |
| – Coordinate cross‐functional requirements (accounting, tax, legal, operations) to ensure seamless handover into ongoing asset management |
| Minimum Qualifications |
| • Bachelor’s degree in Finance, Accounting, Economics, or related field |
| • 6–8 years of relevant experience in structured‐finance modeling, investor reporting, or asset management |
| • 2+ years of people‐management experience, including coaching and performance reviews |
| • Advanced proficiency in Microsoft Excel (waterfall modeling, VBA) and familiarity with BI tools (Power BI, Tableau) |
| • Strong verbal and written communication skills, with demonstrated ability to present complex analyses to senior stakeholders |
| • Excellent organizational skills, attention to detail, and commitment to maintaining robust controls |
| Preferred Qualifications |
| • Master’s degree in Finance, Business, or a related discipline |
| • Prior experience in renewable‐energy finance, infrastructure, or distributed‐asset structured‐finance |
| • Familiarity with data‐management platforms or CRM systems (Salesforce, Argus, or equivalent) |
| • Track record leading process‐automation projects in a finance or asset‐management setting |
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FAQs About Asset Management Manager – Waterfalls & Reporting Jobs at SunStrong Management, LLC
What is the work location for this position at SunStrong Management, LLC?
This job at SunStrong Management, LLC is located in Houston, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at SunStrong Management, LLC?
Employer has not shared pay details for this role.
What employment applies to this position at SunStrong Management, LLC?
SunStrong Management, LLC lists this role as a Full-time position.
What experience level is required for this role at SunStrong Management, LLC?
SunStrong Management, LLC is looking for a candidate with "Director" experience level.
What benefits are offered by SunStrong Management, LLC for this role?
SunStrong Management, LLC offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at SunStrong Management, LLC?
You can apply for this role at SunStrong Management, LLC either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.