Energy & Infrastructure Finance Portfolio Manager

Summit; Washington (District of Columbia); Hybrid; USD 80,000 - 112,000; Full time

Benefits offered by this job

Health insurance

HSA options

401(k) with employer match

Disability insurance

Life insurance

Paid time off

Parental leave

Military leave

Bereavement leave

Sick leave

Job summary

Summit, located in Washington, DC, seeks an experienced Financial Portfolio Manager with 5–10 years of asset or portfolio management experience to support federal energy and infrastructure finance work. Hybrid in Washington, DC, focus includes asset restructuring and thorough underwriting for energy, utility, and infrastructure assets.

The role requires strong financial modeling, credit analysis, and technical writing; experience with project finance and municipal finance is preferred.

Qualifications

• Bachelor's degree required or equivalent.
• Five to ten years of experience in financial underwriting, loan restructuring, portfolio or asset management, or related analytical role.
• Ability to independently evaluate complex financial statements, cash flow, credit risk, and supporting documentation.
• Experience evaluating capital budgets, financing assumptions, and operating projections.

Responsibilities

• Lead or independently perform portfolio or asset management for energy, utility, and infrastructure assets.
• Review and interpret financial statements, models, budgets, and debt schedules to assess capacity.
• Evaluate financial reasonableness of asset investments and projected revenues.
• Analyze borrower creditworthiness, liquidity, leverage, and cash flow.
• Identify documentation gaps and risks, and propose practical resolutions.
• Prepare client-ready credit narratives, risk assessments, and memoranda.
• Review junior analysts' work for accuracy and clarity.
• Collaborate with portfolio managers, analysts, project managers, and clients.

Skills

Asset management

Financial analysis

Underwriting

Credit analysis

Technical writing

Excel

PowerPoint

Team collaboration

Budgeting

Risk assessment

Education

Bachelor's degree in finance or related field

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Financial modeling

Job description

Summit, located in Washington, DC, seeks an experienced Financial Portfolio Manager with 5–10 years of asset or portfolio management experience to support federal energy and infrastructure finance work. Hybrid in Washington, DC, focus includes asset restructuring and thorough underwriting for energy, utility, and infrastructure assets.

The role requires strong financial modeling, credit analysis, and technical writing; experience with project finance and municipal finance is preferred.