Portfolio Analyst
Location: Washington, DC
Employment Type: Full Time
Clearance Requirement: ability to obtain and maintain a federal security clearance
Salary Range: $105K-$145K
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
Management Solutions offers a comprehensive benefits package including 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, and more!
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.
