Portfolio Analyst

Management Solutions • Washington, DC

4d

About The Position

Management Solutions is seeking a detail-oriented Portfolio Analyst to support a federal agency's infrastructure financing portfolio. The analyst will provide financial analysis, market research, portfolio performance monitoring, and reporting support for portfolio management and investment oversight activities. Working with portfolio managers, financial specialists, and other stakeholders, the analyst will evaluate transactions, assess financial exposure, analyze industry trends, and develop insights to support informed decisions.

Requirements

• Bachelor's degree and five to eight years of relevant experience, or a master's degree and three to five years of relevant experience.
• Relevant experience in credit analysis, commercial or project lending, portfolio management, or infrastructure finance.
• Ability to analyze financial statements, evaluate financial performance, and interpret complex financial and transactional information.
• Strong analytical and research skills, including the ability to synthesize information from multiple sources and communicate meaningful findings.
• Proficiency in Microsoft Office, particularly Excel, PowerPoint, Word, and Outlook.
• Excellent written and verbal communication skills, including preparing clear, accurate, and professional reports and presentations.
• Strong organizational and time-management skills, including the ability to manage competing priorities and meet deadlines.
• Ability to collaborate effectively with multidisciplinary teams and work independently on assigned analytical tasks.
• U.S. citizenship.
• Ability to obtain and maintain a federal security clearance.
• Ability to obtain a client-issued Public Trust determination.

Responsibilities

• Conduct financial and portfolio analyses supporting oversight, monitoring, and evaluation of federal financing transactions.
• Research market conditions, industry developments, and sector trends that may affect portfolio performance and financial risk.
• Evaluate individual loan transactions and overall portfolio performance, identifying trends, financial indicators, potential risks, and areas for further review.
• Collect, organize, and analyze financial, transactional, and operational data from multiple sources.
• Prepare financial analyses, including financial statement spreading, loan reviews, credit assessments, and evaluations of financial positions and exposure.
• Develop reports, presentations, and analytical summaries communicating portfolio performance, financial trends, and findings to stakeholders.
• Support portfolio reporting processes by validating data, reconciling discrepancies, and ensuring reporting accuracy and completeness.
• Research individual projects, borrowers, and financing arrangements, including credit rating agency assessments and other relevant financial information.
• Identify improvements to data collection, analytical methods, and reporting processes.
• Translate financial and market research into practical recommendations for portfolio management, risk assessment, and strategic planning.
• Coordinate with financial, technical, and operational specialists on analytical questions and cross-functional portfolio initiatives.
• Assist in onboarding and training personnel on analytical procedures, reporting requirements, and portfolio management processes.
• Perform additional analytical and portfolio support activities as needed.

Benefits

• Medical insurance
• Prescription drug coverage
• Dental insurance
• Vision insurance
• Company-paid short-term disability insurance
• Company-paid life insurance
• 401(k) plan with up to a 5% match and immediate vesting
• Flexible Spending Accounts
• Paid time off
• Paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level