Loan Compliance Manager

Loan Compliance Manager

Based in Miami FL. or US Remote

About us

Matrix Renewables is a renewable energy platform that was founded by global alternative asset manager TPG through its impact investing platform TPG Rise in 2020. Headquartered in Madrid Matrix Renewables focuses on developing constructing and being long-term owners of renewable energy assets.

Matrix Renewables current portfolio is comprised of 15.7 GW (operational under construction ready to build under development) of renewable energy projects and storage across North America Europe and Latin America.

TPG impact-investing platform is a $27 billion impact investing platform focused on investing in and supporting the growth of world-class businesses that deliver positive and measurable social and environmental impact globally.

TPG is a leading global alternative asset investment firm with offices in Austin Beijing Boston Dallas Fort Worth Hong Kong Houston London Luxembourg Melbourne Moscow Mumbai New York San Francisco Seoul Singapore and Washington D.C. TPGs investment platforms span a wide range of asset classes including private equity growth equity impact investing infrastructure growth venture real estate secondaries and public equity.

The Role

Matrix Renewables is seeking a highly motivated and detail-oriented Loan Compliance Manager to join our US Structured Finance team in Miami.

This role will be responsible for the ongoing monitoring and compliance management of a portfolio of renewable energy project finance and tax equity transactions in the United States with exposure to corporate-level financings and international assets.

You will play a key role in safeguarding the financial integrity of our portfolio by ensuring full compliance with financing agreements managing lender tax equity stakeholder and investor relationships and coordinating internal stakeholders across finance development asset management legal ESG and operations.

This is a highly visible role within the finance organization reporting to the Project Finance Director (US) and working in close coordination with the Loan Management function in Spain.

Key Activities and Responsibilities:

Monitor compliance with loan agreements credit facilities hedge management tax equity structures and corporate financings.

Track and report key financial and operational covenants (DSCR reserve requirements distributions ITC insurance etc.) and post-closing conditions.

Review financial models and forecasts to ensure compliance and identify early risk signals.

Provide early notice of any potential breach concerns by thoroughly reading understanding and following the financial documentation. Manage notices and remediation plans of any issues that may occur.

Prepare and coordinate periodic reporting packages for lenders tax equity investors and internal stakeholders. Communicate changes in budget schedule updates and/or potential issues arising on the projects with appropriate urgency.

Manage loan disbursement requests and procedures.

Coordinate internally on CFADS and advise on timing of Opex payments to ensure debt service and tax equity payments can be achieved on time and per agreements.

Monitor debt balances repayments letters of credit (LCs) and credit facility utilization and hedge documentation.

Monitor tax equity distributions capital accounts and monetization of ITC and PTC proceeds under the LLCA MIPA ECCA and TCTAs and associated covenants.

Oversee waiver consent amendment and restructuring processes when required.

Manage and track post-closing and post-waiver conditions.

Maintain day-to-day working relationships with banks agents tax equity investors hedge providers ITC buyers minority investors and external advisors (appraisal legal technical insurance market consultants).

Coordinate with internal teams (Finance Asset Management Development Legal ESG Operations and Accounting) and external auditors to ensure timely delivery of information and compliance obligations.

Support internal operational and financial reporting and maintenance of data for existing projects (e.g. financial performance outstanding debt compliance with covenants assessment of forecasts etc.).

Provide structured feedback to senior management and shareholders on portfolio quality trends limits risks and performance.

Manage risks associated with debt and tax equity investments. Anticipate if current documentation cannot serve future financing needs.

Support the Loan Origination and Structured Finance teams in the execution of new financings.

Assist in financial model reviews and updates.

Participate in the negotiation and documentation of financing agreements from a compliance and portfolio management perspective.

Experience Knowledge & Qualifications:

• 5 years of experience in project finance structured finance portfolio management or infrastructure investments.

• Undergraduate degree GPA will be requested

• Strong exposure to renewable energy transactions (solar BESS preferred).

• Solid understanding of:

  • Project finance documentation
  • Covenant monitoring
  • Tax equity structures
  • Corporate debt instruments

• Strong analytical skills; financial modeling experience highly desirable.

• Experience managing lender and investor relationships.

• Ability to identify risk early and escalate appropriately.

• Highly organized and detail-oriented.

• Proactive hands-on and commercially minded.

• Strong communication skills with ability to interact confidently with senior stakeholders.

• Ability to work cross-functionally in a fast-paced international environment.

• Fluent in English; Spanish a plus.

• High integrity and risk awareness mindset.

If you are interested in applying please send your cover letter and CV to: .

Matrix is committed to a fulfilling inclusive and non-discriminatory working environment in which all individuals are treated as individuals with respect and dignity and are given opportunities to develop their careers and contribute to both the Companys and their own success. Furthermore Matrix is committed to ensuring a rigorous fair and non-discriminatory selection and recruitment process and to treat all candidates who apply for a position in Matrix equally. We advocate for equal opportunity and do not discriminate against gender marital status religion age color race sexual orientation nationality or disability.

Matrix Renewables (Spain) S.L. (Matrix) with domicile at C/ Velázquez 34 3ª planta 28001 Madrid hereby informs the job applicant (the Applicant) that his/her curriculum vitae as well as all other personal data provided during the selection process will be processed by Matrix as data controller. Such data will be processed for the purpose of analyzing the Applicants skills and aptitudes and assessing the Applicants candidacy for the job offered.

The Applicant under the terms established in the data protection regulations in force at any time may exercise his/her rights to access rectification erasure restriction of processing data portability objection and not to be subject to automated individual decisions. For this purpose he/she may contact in writing to the following email address: .