Advice on landing roles in Portfolio Management?
I am currently working in Valuations at an IPP but have started taking an interest in the lender side. I have experience across US renewables as well as PPPs (transportation, healthcare). In my current role, I am responsible for assessing the performance of US renewables investments. This includes modeling out the financing (debt and tax equity), so while I am not actively negotiating the financing, I am familiar with the structures.
The work is great but accounting heavy (not my thing), and I am seeking a bit more geographic diversity. I speak Spanish, French, and Portuguese at an advanced level, and it appears that some of the French/Japanese/Dutch banks have teams focused on the Americas, which could be a natural fit.
Origination/execution is certainly interesting as well, but I suspect it may be a tougher jump from my current role. I am willing to trade pay for a semi-decent WLB, so I reckon Portfolio Management might be the better option for me.
Does anyone here have experience in PM? If so:
Do you think my background could fit? Any obvious gaps?
Are there alternative names for this type of role? I see a lot of "Project Finance Associate" on LinkedIn but far fewer specifying Portfolio Management.
Out of curiosity, do you travel or go on occasional site visits?
Really appreciate any guidance!