Portfolio Manager Analyst (Hybrid)

Summit Consulting, LLC

Washington (District of Columbia)

Hybride

USD 60 000 - 70 000

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Avantages offerts par ce poste

Medical, dental, and vision insurance
Health Savings Account (HSA) options
401(k) with 4% employer match
Disability, life, and accident보험
Holidays and generous paid time off
Paid parental, military, bereavement,0

Résumé du poste

Summit Consulting, LLC in Washington, DC seeks a Financial Portfolio Manager to support federal energy and infrastructure finance. The role includes asset and portfolio management, and analytics across energy, utility, and infrastructure assets to enhance reliability and community impact.

The position is based in Washington, DC with a hybrid work model. Ideal candidates have a STEM degree, 1–3 years of quantitative experience, and the ability to obtain a Public Trust clearance.

Qualifications

  • U.S. citizenship and ability to obtain a Public Trust clearance.
  • Bachelor's degree in STEM.
  • 1–3 years of experience in a quantitative/data-focused role.
  • Proficiency in Microsoft applications.

Responsabilités

  • 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.

Connaissances

1-3 years data experience

Formation

Bachelor's degree in STEM-related field

Outils

Microsoft Office suite

Description du poste

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 portfoli o 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 f or 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 g enerous 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) .

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.

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 peopleops@summitllc.us .

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.

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