Portfolio Manager Analyst (Hybrid)

Summit•Washington, DC

4d•Hybrid

About The Position

Summit is seeking a financial portfolio manager analyst to support federal energy and infrastructure finance work. Based in Washington, DC, the role contributes to asset or portfolio management and analytical activities involving energy, utility, and infrastructure assets. The work supports economic opportunity, system reliability, affordability, resiliency, and long-term community benefit. Summit provides quantitative and qualitative solutions to federal agencies and mission-driven organizations addressing challenges in financial management, risk management, program delivery, and analysis. The company describes its workplace as collaborative, built on diverse perspectives, continuous learning, and trust. The position operates in a hybrid model, with an office in Washington, DC’s Chinatown neighborhood and access to public transportation. An integration partner supports onboarding and professional development. The hiring process may include an initial behavioral phone screen, a technical and collaborative interview, and a background check. Applicants must submit their résumé through Summit’s website. Summit is an Equal Opportunity Employer and provides reasonable accommodations to qualified candidates with disabilities or disabled veterans.

Requirements

U.S. citizenship.
Ability to obtain a Public Trust clearance.
Bachelor’s degree in a STEM-related field, such as Statistics, Economics, Mathematics, Computer Science, Engineering, or a related discipline.
1–3 years of experience in a quantitative or data-focused role.
Proficiency in Microsoft applications.

Nice To Haves

1–2 years of experience in loan underwriting.
Experience developing standard operating procedures (SOPs) and presentations.
Experience preparing and presenting analytical results to diverse audiences.
Exposure to project finance transactions.

Responsibilities

Conduct financial analysis and run financial model scenarios to uncover trends, patterns, and actionable insights.
Develop compelling credit memos for technical and nontechnical audiences.
Apply risk-based methods to support loan restructurings and enforcement of loan agreements, credit agreements, and collateral positions.
Design scalable, repeatable, and high-impact analytics solutions.
Translate analytical findings into clear summaries and reports for stakeholders.
Contribute to asset or portfolio management and analytical activities involving energy, utility, and infrastructure assets.