Portfolio Associate

RER SOLUTIONS, INCWashington, DC
7d

About The Position

Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home. RER Solutions, Inc. is accepting resumes for Portfolio Associate to become a part of our superior workforce in Washington, DC. The Portfolio Associate will provide onsite and remote federal program leadership for the Department of Energy’s Loan Programs Office.

Requirements

  • Minimum of US Citizenship required to obtain client-issued Public Trust
  • Minimum of three years of analyzing, negotiating, and/or structuring loan transactions in a lending environment
  • Excellent written and oral communication skills
  • Excellent attention to detail and an understanding of fundamental business writing
  • Expertise in Microsoft Office Products (i.e., Word, Excel, PowerPoint, and Outlook)
  • Train new staff on procedures as necessary
  • Is well organized, possesses the ability to prioritize appropriately, and is adept at time management
  • Must have a Bachelor’s with 4 years of experience or Master’s with two years of experience

Responsibilities

  • Assist in financial and portfolio-related research to support the Loan Programs Office
  • Provide research support on market and industry sectors across Portfolio Management Division
  • Complete performance analysis
  • Assist Portfolio Management Division in gathering information on specific transactions and aggregating, compiling, and presenting this information
  • Assist reporting personnel in gathering information on specific transactions, sectors, and industries and aggregating, compiling, and presenting this information
  • Provide research and data analysis support to Portfolio Management Division transactional data;
  • Provide research and data analysis support on market and industry sectors
  • Gather and analyzes market data and devises methods and procedures for obtaining data
  • Make recommendations to Portfolio Management Division personnel based on data analysis and their input
  • Collaborates with other specialists as needed to perform research and analytical work
  • Analyze various types of data and prepares reports based on research results
  • Review all reports, including performance, for accuracy and works with Operations to ensure accurate reporting
  • Assist Portfolio Management Division personnel in providing financial analyses, including but not limited to spreading financials, reviewing and analysis of DOE financial positions and exposure, loan reviews, etc.
  • Research project-related issues as requested (e.g., rating agency reports)
  • Perform other duties as requested by the employer or client

Benefits

  • Includes paid holidays, vacation, sick leave, 401k matching, life insurance, health, vision, and dental benefits.
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