Portfolio Manager

Management Solutions LLC; United States; On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Medical Insurance

401(k) match

Paid Time Off

Paid Holidays

Short-term Disability

Life Insurance

Job summary

Management Solutions LLC is seeking an experienced Portfolio Manager to oversee a federal infrastructure financing portfolio, including loans, loan guarantees, and related risk management. The role involves evaluating borrower performance, credit quality, and financial exposure, with leadership in risk assessment and post-closing modifications.

You will coordinate cross-functional teams, prepare executive briefings, and advise senior federal stakeholders on portfolio strategy and risk mitigation

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field, or equivalent experience.
• 10+ years of experience in commercial lending, project finance, corporate finance, credit analysis, or portfolio risk management.
• Demonstrated experience managing complex loan portfolios and overseeing credit risk on large-scale financing arrangements.
• Advanced skills in financial modeling, financial statement analysis, and credit risk assessment.
• Strong understanding of corporate and project finance structures, including asset-based, limited-recourse, and full-recourse financing.
• Experience monitoring covenant compliance and borrower performance against credit agreements.
• Experience negotiating loan amendments, restructurings, or resolutions of distressed transactions.
• Familiarity with project finance documentation, including credit agreements, security agreements, engineering assessments, construction contracts, and offtake agreements.
• Experience leading cross-functional teams and presenting complex analyses and recommendations to technical and nontechnical executive audiences.
• Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
• U.S. citizenship, as required by the client contract, and the ability to obtain and maintain a client-issued Public Trust determination.

Responsibilities

• Oversee a federal infrastructure financing portfolio of loans, loan guarantees, and other financing arrangements, evaluating borrower performance, credit quality, financial exposure, and overall portfolio health.
• Lead financial and credit risk assessments, including financial modeling of project viability, repayment capacity, and credit exposure, to identify emerging risks and develop mitigation strategies.
• Develop and implement project-specific credit monitoring plans, including performance indicators, reporting requirements, and monitoring schedules.
• Review financial statements, construction progress reports, covenant compliance documentation, collateral assessments, loan agreements, and key commercial contracts to evaluate performance and contractual compliance.
• Monitor energy markets, regulatory developments, commodity pricing, and industry trends to assess their impact on borrowers and portfolio risk.
• Evaluate requests for amendments, waivers, extensions, payment deferrals, and other post-closing modifications, and develop recommendations consistent with applicable lending requirements.
• Lead negotiations with borrowers, lenders, creditors, and federal stakeholders on financing modifications, debt restructuring, and distressed transactions, including developing recovery strategies.
• Lead multidisciplinary teams of financial, legal, and technical specialists to evaluate complex transactions and resolve emerging issues.
• Prepare and present portfolio performance reports, credit memoranda, and executive briefings for senior management and federal stakeholders.
• Strengthen portfolio monitoring procedures, analytical methods, and reporting processes, and ensure project records are accurately maintained in designated portfolio systems.

Job description

Portfolio Manager

Location: Washington, DC

Work Arrangement: Onsite

Employment Type: Full Time

Clearance Requirement: U.S. citizenship and ability to obtain and maintain a client-issued Public Trust determination

Salary Range: $150-180K

Who We Are

Management Solutions LLC (MSLLC) is an award-winning management consulting firm that has supported federal and commercial clients since 2002. Our expertise spans project and program strategy, delivery and implementation, engineering and technical advisory services, workforce solutions, and digital solutions.

We are known for managing mission-critical projects and helping organizations improve performance through people-centered solutions. MSLLC has been named Small Business of the Year by the U.S. Small Business Administration, the Department of Energy, and Oak Ridge National Laboratory. We foster a collaborative culture where employees are valued, supported, and empowered to grow.

Position Summary

Management Solutions is seeking an experienced Portfolio Manager to lead financial oversight of a federal agency’s infrastructure financing portfolio. This role manages loans and loan guarantees from post-closing through repayment, monitoring borrower performance, leading amendments and restructurings, and advising senior federal stakeholders on portfolio risk.

Key Responsibilities

• Oversee a federal infrastructure financing portfolio of loans, loan guarantees, and other financing arrangements, evaluating borrower performance, credit quality, financial exposure, and overall portfolio health.
• Lead financial and credit risk assessments, including financial modeling of project viability, repayment capacity, and credit exposure, to identify emerging risks and develop mitigation strategies.
• Develop and implement project-specific credit monitoring plans, including performance indicators, reporting requirements, and monitoring schedules.
• Review financial statements, construction progress reports, covenant compliance documentation, collateral assessments, loan agreements, and key commercial contracts to evaluate performance and contractual compliance.
• Monitor energy markets, regulatory developments, commodity pricing, and industry trends to assess their impact on borrowers and portfolio risk.
• Evaluate requests for amendments, waivers, extensions, payment deferrals, and other post-closing modifications, and develop recommendations consistent with applicable lending requirements.
• Lead negotiations with borrowers, lenders, creditors, and federal stakeholders on financing modifications, debt restructuring, and distressed transactions, including developing recovery strategies.
• Lead multidisciplinary teams of financial, legal, and technical specialists to evaluate complex transactions and resolve emerging issues.
• Prepare and present portfolio performance reports, credit memoranda, and executive briefings for senior management and federal stakeholders.
• Strengthen portfolio monitoring procedures, analytical methods, and reporting processes, and ensure project records are accurately maintained in designated portfolio systems.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field, or equivalent experience.
• 10+ years of experience in commercial lending, project finance, corporate finance, credit analysis, or portfolio risk management.
• Demonstrated experience managing complex loan portfolios and overseeing credit risk on large-scale financing arrangements.
• Advanced skills in financial modeling, financial statement analysis, and credit risk assessment.
• Strong understanding of corporate and project finance structures, including asset-based, limited-recourse, and full-recourse financing.
• Experience monitoring covenant compliance and borrower performance against credit agreements.
• Experience negotiating loan amendments, restructurings, or resolutions of distressed transactions.
• Familiarity with project finance documentation, including credit agreements, security agreements, engineering assessments, construction contracts, and offtake agreements.
• Experience leading cross-functional teams and presenting complex analyses and recommendations to technical and nontechnical executive audiences.
• Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
• U.S. citizenship, as required by the client contract, and the ability to obtain and maintain a client-issued Public Trust determination.

Preferred Qualifications

• Master's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Experience with energy infrastructure financing portfolios, including the technical, market, and regulatory risks of large-scale energy projects.
• Experience with federal loan or loan guarantee programs or other federally backed financing.
• Direct experience working out defaulted or underperforming assets through recovery.

Work Environment

This is an office-based role that involves extended use of a computer and standard office equipment.

What We Offer

Management Solutions offers a comprehensive benefits package, including medical, prescription, dental, and vision insurance; company-paid short-term disability and life insurance; a 401(k) plan with up to a 5% match and immediate vesting; flexible spending accounts; paid time off; and 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, genetic information, or protected veteran status.

We are committed to providing reasonable accommodation to applicants and employees with disabilities. If you need assistance or an accommodation during the application process, contact [e-mail].

Disclaimer

This job description conveys the essential scope of the position. It is not a complete list of the skills, duties, responsibilities, or working conditions associated with the role.

Management Solutions LLC is an Equal Employment Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.