Portfolio Analyst

Management Solutions; Washington (District of Columbia); On-site; USD 105,000 - 145,000; Full time

Benefits offered by this job

Medical

Rx

Dental and Vision Insurance

Short-term disability and life insur.

401k plan with up to 5% match

Flexible Spending Accounts

PTO

Paid holidays

Job summary

Management Solutions LLC seeks a detail-oriented Portfolio Analyst to support a federal agency's infrastructure financing portfolio. You will provide financial analysis, market research, and reporting to inform portfolio management and investment oversight.

You will work with portfolio managers and stakeholders to evaluate transactions, assess financial exposure, analyze industry trends, and develop actionable insights guiding strategic decisions. This role requires U.S.

Qualifications

• Bachelor's degree with 5–8 years of relevant credit/portfolio experience.
• Master's degree with 3–5 years of relevant experience.
• Experience analyzing financial statements and communicating findings clearly.

Responsibilities

• Conduct financial and portfolio analyses to support oversight of federal financing transactions.
• Research market conditions and sector trends affecting portfolio performance and risk.
• Evaluate loan transactions and portfolio performance to identify risks and insights.
• Collect, organize, and analyze financial data to support reporting and decision-making.
• Prepare financial analyses, including loan reviews and credit assessments.
• Develop reports and presentations communicating portfolio performance and trends.

Skills

Credit analysis

Financial analysis

Portfolio management

Infrastructure finance

Excel

PowerPoint

Word

Outlook

Communication

Education

Bachelor's degree + 5–8 yrs

Master's degree + 3–5 yrs

Tools

Excel

PowerPoint

Word

Outlook

Job description

Clearance Requirement: ability to obtain and maintain a federal security clearance

Salary Range: $105K-$145K

Who We Are

Management Solutions LLC (MSLLC) is an award-winning management consulting firm delivering solutions for our partners' most complex challenges. Since 2002, we have supported federal and commercial clients through expertise in project and program strategy, delivery and implementation, engineering and technical advisory services, workforce solutions, and digital solutions. We are distinguished by our reputation for managing mission-critical projects and helping organizations improve performance through innovative, people-centered solutions. MSLLC has been recognized as Small Business of the Year by the U.S. Small Business Administration, the Department of Energy, and Oak Ridge National Laboratory and has been named one of the Top Employers in the Greater Knoxville area.

Why Join Our Team

At Management Solutions, our people are the foundation of our success, and we foster a collaborative culture where employees are valued, supported, and empowered to grow.

Position Summary

Management Solutions is seeking a detail-oriented Portfolio Analyst to support a federal agency's infrastructure financing portfolio. The Portfolio Analyst will provide financial analysis, market research, portfolio performance monitoring, and reporting support to inform portfolio management and investment oversight activities. This position will work closely with portfolio managers, financial specialists, and other stakeholders to evaluate transactions, assess financial exposure, analyze industry trends, and develop actionable insights that support informed decision-making.

Key Responsibilities

• Conduct financial and portfolio analyses to support the oversight, monitoring, and evaluation of a portfolio of federal financing transactions.
• Research market conditions, industry developments, and sector-specific trends to identify factors that may influence portfolio performance and financial risk.
• Evaluate individual loan transactions and broader portfolio performance, identifying key trends, financial indicators, potential risks, and areas requiring additional review.
• Collect, organize, and analyze financial, transactional, and operational data from multiple sources to support portfolio management activities and reporting requirements.
• Prepare financial analyses, including financial statement spreading, loan reviews, credit assessments, and evaluations of financial positions and exposure.
• Develop reports, presentations, and analytical summaries that communicate portfolio performance, financial trends, and relevant findings to internal and external stakeholders.
• Support the development and maintenance of portfolio reporting processes, working with operational teams to validate data, reconcile discrepancies, and ensure the accuracy and completeness of reporting.
• Conduct targeted research on individual projects, borrowers, and financing arrangements, including reviews of credit rating agency assessments and other relevant financial information.
• Identify opportunities to improve data collection, analytical methodologies, and reporting processes to strengthen portfolio oversight and decision-making.
• Translate financial and market research findings into practical recommendations that support portfolio management, risk assessment, and strategic planning.
• Coordinate with financial, technical, and operational specialists to address complex analytical questions and support cross-functional portfolio management initiatives.
• Assist with onboarding and training new personnel on established analytical procedures, reporting requirements, and portfolio management processes.
• Perform additional analytical and portfolio support activities as required to meet client and organizational needs.

Required Qualifications

• Bachelor's degree and five to eight years of relevant experience, or a master's degree and three to five years. Relevant experience includes credit analysis, commercial or project lending, portfolio management, or infrastructure finance.
• Demonstrated ability to analyze financial statements, evaluate financial performance, and interpret complex financial and transactional information.
• Strong analytical and research skills, with the ability to synthesize information from multiple sources and communicate meaningful findings.
• Proficiency in Microsoft Office applications, particularly Excel, PowerPoint, Word, and Outlook.
• Excellent written and verbal communication skills, including the ability to develop clear, accurate, and professional reports and presentations.
• Excellent organizational and time management skills, with the ability to manage competing priorities and meet established deadlines.
• Ability to collaborate effectively with multidisciplinary teams and work independently on assigned analytical tasks.
• U.S. citizenship required, with the ability to obtain a client-issued Public Trust determination.

Work Authorization

U.S. citizenship is required by the client agency for this contract.

What We Offer

• Medical
• Rx
• Dental and Vision Insurance
• company paid short-term disability and life insurance
• 401k plan with up to a 5% match with immediate vesting
• Flexible Spending Accounts
• PTO
• paid holidays

Equal Employment Opportunity

Management Solutions is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, or protected veteran status. This role involves extended computer and office equipment use, and we are committed to providing reasonable accommodation to applicants and employees with disabilities. If you need assistance or accommodation during the application process, contact [e-mail].

Disclaimer

This job description is intended to convey information essential to understanding the scope of the position and is not a complete list of skills, efforts, duties, responsibilities, or working conditions associated with it.