Portfolio Manager Analyst (Hybrid)

Summit; Washington (District of Columbia); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Health Savings Account (HSA) options

401(k) with 4% employer match

Disability, life, and accident保险

Job summary

Summit in Washington, DC Area (Hybrid) is seeking a Portfolio Manager Analyst to support federal energy and infrastructure finance work. The role focuses on asset or portfolio management and analytical activities for energy, utility, and infrastructure assets that drive reliability, affordability, resiliency, and community benefits.

You will conduct financial analyses and run model scenarios, develop credit memos for technical and nontechnical audiences, apply risk-based methods to loan

Qualifications

• U.S. citizenship and ability to obtain a Public Trust clearance.
• Bachelor's degree in a STEM-related field (e.g., Statistics, Economics, Mathematics, Computer Science, Engineering, or related discipline)
• 1-3 years of experience in a quantitative or data-focused role
• Proficiency in Microsoft applications
• 1-2 years of experience in loan underwriting
• Experience developing standard operating procedures (SOPs) and presentations
• Experience preparing and presenting analytical results to diverse audiences
• Exposure to project finance transactions

Responsibilities

• Conduct financial analysis and run financial model scenarios to uncover trends, patterns, and actionable insights.
• Develop compelling credit memos for both technical and nontechnical audiences.
• Apply risk-based methods to support loan restructurings and enforcement of loan agreements, credit agreements and collateral positions.
• Design scalable, repeatable, and high-impact analytics solutions.
• Translate analytical findings into clear summaries and reports for stakeholders.

Skills

Analytical thinking

Quantitative analysis

Education

Bachelor's degree in STEM

Tools

Microsoft applications

Job description

Portfolio Manager Analyst

Location

• Washington, DC Area (Hybrid)

Summit provides quantitative and qualitative solutions to help federal agencies and mission-driven organizations address complex challenges in financial management, risk management, program delivery, and analysis. Our practitioners combine technical rigor with practical implementation experience, working collaboratively with clients to support sound decisions, strengthen program operations, and improve outcomes for the communities they serve.

We are committed to fostering a collaborative workplace built on diverse perspectives, continuous learning, and trust. At Summit, you'll find an environment that empowers you to grow, contribute meaningfully, and do your best work.

Summit is seeking a financial portfolio manager to support federal energy and infrastructure finance work. This position is based in Washington, DC. The selected applicant will contribute to asset or portfolio management, and analytical activities involving energy, utility, and infrastructure assets that support economic opportunity, system reliability, affordability, resiliency, and long-term community benefit.

Primary Duties

• Conduct financial analysis and run financial model scenarios to uncover trends, patterns, and actionable insights.
• Develop compelling credit memos for both technical and nontechnical audiences.
• Apply risk-based methods to support loan restructurings and enforcement of loan agreements, credit agreements and collateral positions.
• Design scalable, repeatable, and high-impact analytics solutions.
• Translate analytical findings into clear summaries and reports for stakeholders.

Minimum Technical Requirements

• U.S. citizenship and ability to obtain a Public Trust clearance
• Bachelor's degree in a STEM-related field (e.g., Statistics, Economics, Mathematics, Computer Science, Engineering, or related discipline)
• 1-3 years of experience in a quantitative or data-focused role
• Proficiency in Microsoft applications

Preferred Skills

• 1-2 years of experience in loan underwriting
• Experience developing standard operating procedures (SOPs) and presentations
• Experience preparing and presenting analytical results to diverse audiences
• Exposure to project finance transactions

Compensation and Benefits

Full-Time Salary Range: $60,000-$70,000

This range reflects our market-based pay structure. Individual compensation is determined by factors including business needs, local market conditions, internal equity, and candidate qualifications (skills, education, experience).

We support our employees' health, financial well-being, and work-life balance. Full-time employees are eligible for:

• Medical, dental, and vision insurance
• Health Savings Account (HSA) options
• 401(k) with 4% employer match
• Disability, life, and accident insurance
• Holidays and generous paid time off, including to vote and volunteer
• Paid parental, military, bereavement, and applicable federal/state sick leave

Our Hiring Process

If selected to move forward, you will:

• Participate in an initial behavioral phone screen with our recruiting team.
• Meet with staff members for a technical and collaborative interview.
• Complete a background check (if selected for further consideration).

Work Environment

Our office is in the heart of Washington, DC's Chinatown neighborhood, with convenient access to public transportation. We operate in a hybrid model and provide an integration partner to support your onboarding and professional development.

Accessibility and Equal Opportunity

Summit is committed to accessibility for all candidates. If you are a qualified individual with a disability or a disabled veteran and require a reasonable accommodation or are unable to use or access our careers website, please contact us at [e-mail].

Summit is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or any other characteristic protected under federal, state, or local law, where applicable. Those with criminal histories will be considered in accordance with applicable state and local laws. Equal Employment Opportunity (EEO) is the law. Click here to view information on your protections under federal law from discrimination.