Financial Portfolio Manager (Hybrid)

Summit•Washington, DC

1d•$80,000 - $115,000•Hybrid

About The Position

Summit is seeking an experienced Financial Portfolio Manager to support federal energy and infrastructure finance work. The position is based in the Washington, DC area and operates in a hybrid model. The role involves asset and portfolio management, restructuring due diligence, and financial analysis of energy, utility, and infrastructure assets, including renewable generation, battery energy storage, electric distribution and transmission systems, grid modernization, and community-serving infrastructure. The manager evaluates asset-level financial performance, borrower or sponsor capacity, operating assumptions, repayment capacity, and supporting documentation. The work includes assessing quantitative financial indicators and qualitative considerations such as sponsor capacity, implementation and operating risks, documentation quality, reasonableness of assumptions, and alignment with financing objectives. The position also prepares client-ready written analysis, supports consistent application review standards, and reviews junior analysts’ or underwriters’ work.

Requirements

Bachelor’s degree in finance, accounting, economics, business, public policy, energy policy, engineering, or a similar program.
Five to ten years of experience in financial underwriting, loan restructuring, portfolio or asset management, credit analysis, commercial lending, project finance, infrastructure finance, public finance, energy finance, federal loan or grant program support, or a similar analytical role.
Ability to independently evaluate complex financial statements, cash flow, credit risk, repayment capacity, financial ratios, asset-level budgets, and supporting documentation.
Experience assessing capital budgets, financing assumptions, operating projections, sources and uses of funds, borrower or sponsor financial capacity, and the reasonableness of underlying assumptions.
Working knowledge of energy, utility, or infrastructure asset considerations, including capital cost drivers, operating costs, revenue assumptions, useful life, resiliency, maintenance needs, system reliability, and long-term financial sustainability.
Ability to identify, document, and communicate material financial, credit, operational, implementation, and documentation risks clearly and defensibly.
Advanced analytical and technical writing skills, including grammar, editing, and proofreading, to produce underwriting narratives, financial summaries, risk assessments, issue papers, and recommendations with limited revision.
Proficiency with Microsoft Excel, Word, and PowerPoint, including working with financial schedules, summarizing quantitative results, and preparing polished written deliverables.
Strong organizational skills, attention to detail, and ability to manage multiple complex application reviews or underwriting assignments simultaneously.
Ability to collaborate with colleagues and clients and communicate effectively in technical and non-technical settings.
Sound professional judgment, ability to elevate issues appropriately, and commitment to consistent underwriting practices across application reviews.

Nice To Haves

Experience supporting federal lending, grant, credit, loan guarantee, or financial assistance programs, including application review, underwriting, credit assessment, or portfolio support.
Familiarity with energy, utility, infrastructure, clean energy, electric cooperative, public power, Tribal, community-serving, or rural asset finance.
Experience reviewing renewable generation, battery energy storage, electric distribution or transmission, grid modernization, utility system, or other infrastructure assets involving multiple funding sources, complex financing structures, or significant public-sector documentation requirements.
Experience preparing or reviewing underwriting packages, credit memoranda, financial risk assessments, loan committee materials, recommendation memoranda, or client-facing decision-support materials.
Ability to assess quantitative financial metrics and qualitative asset risks, including applicant capacity, implementation risk, documentation quality, asset readiness, operating assumptions, cost reasonableness, and long-term sustainability.
Experience mentoring junior analysts or underwriters, reviewing analytical work products, or helping teams apply consistent underwriting standards.
Familiarity with infrastructure or project finance concepts, including sources and uses of funds, capital stacks, debt service coverage, repayment capacity, operating projections, reserve assumptions, useful life, and sensitivity analysis.
Ability to translate complex financial, technical, and asset-level information into concise, client-ready narratives that support financing and program decisions.
Direct experience with project finance and/or municipal finance transactions.
Exposure to loan restructuring.

Responsibilities

Lead or independently perform portfolio or asset management and loan restructuring due diligence for energy, utility, and infrastructure assets.
Review financial statements and models, operating statements, budgets, sources and uses of funds, debt schedules, capital expenditure plans, asset-level cost documentation, and related materials to assess applicant, borrower, or sponsor capacity.
Evaluate the financial reasonableness of asset investments, including capital costs, financing structures, projected revenues, operating expenses, repayment capacity, reserve assumptions, useful life, and long-term sustainability.
Analyze borrower creditworthiness, liquidity, leverage, operating performance, cash flow, and ability to meet proposed financing obligations; identify and explain material credit risks.
Identify documentation gaps, financial inconsistencies, unsupported assumptions, asset-level and borrower risks, and follow-up questions; recommend practical ways to resolve issues.
Assess financial and operational risks, including sponsor capacity, asset feasibility, construction or implementation considerations, operating assumptions, cost escalation, repayment risk, and supporting documentation adequacy.
Prepare client-ready credit narratives, financial summaries, risk assessments, issue papers, recommendation memoranda, and decision-support materials for technical and non-technical audiences.
Review junior analysts’ or underwriters’ work for accuracy, completeness, consistency, and clarity, and provide constructive feedback.
Collaborate with portfolio managers, business intelligence analysts, project managers, and client stakeholders to support processing goals and consistent application review standards.
Communicate analysis orally and in writing in response to client and colleague requests, and clearly brief key risks, assumptions, and recommendations.