Portfolio Analyst

Management Solutions LLC•Washington, DC

6d•$105,000 - $145,000

About The Position

Management Solutions LLC is seeking a detail-oriented Portfolio Analyst to support a federal agency’s infrastructure financing portfolio. The role provides financial analysis, market research, portfolio performance monitoring, and reporting support for portfolio management and investment oversight. The analyst works with portfolio managers, financial specialists, and other stakeholders to evaluate transactions, assess financial exposure, analyze industry trends, and develop insights for decision-making. The position is based in Washington, DC, and requires the ability to obtain and maintain a federal security clearance. U.S. citizenship is required, and the candidate must be able to obtain a client-issued Public Trust determination. The role involves extended use of computers and office equipment.

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.
Demonstrated 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 findings.
Proficiency in Microsoft Office, particularly Excel, PowerPoint, Word, and Outlook.
Excellent written and verbal communication skills, including preparing clear, accurate, professional reports and presentations.
Excellent organizational and time-management skills, including managing competing priorities and meeting deadlines.
Ability to collaborate with multidisciplinary teams and work independently on assigned analytical tasks.
U.S. citizenship.
Ability to obtain a client-issued Public Trust determination.
Ability to obtain and maintain a federal security clearance.

Responsibilities

Conduct financial and portfolio analyses to support oversight, monitoring, and evaluation of federal financing transactions.
Research market conditions, industry developments, and sector-specific trends that may affect portfolio performance and financial risk.
Evaluate individual loan transactions and overall portfolio performance, identifying trends, financial indicators, risks, and areas for further review.
Collect, organize, and analyze financial, transactional, and operational data from multiple sources for portfolio management and reporting.
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 working with operational teams to validate data, reconcile discrepancies, and ensure 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 methodologies, 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 management initiatives.
Assist with onboarding and training personnel on analytical procedures, reporting requirements, and portfolio management processes.
Perform additional analytical and portfolio support activities as needed to meet client and organizational needs.