Portfolio Manager Analyst (Hybrid)

Summit•Washington, DC
•$60,000 - $70,000•Hybrid

About The Position

Summit is seeking a financial portfolio manager analyst to support federal energy and infrastructure finance work. Based in the Washington, DC area, the role contributes to asset or portfolio management and analytical activities involving energy, utility, and infrastructure assets. This 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 in financial management, risk management, program delivery, and analysis. The company describes its workplace as collaborative, diverse, and focused on continuous learning and trust. The position operates in a hybrid model. Summit provides an integration partner to support onboarding and professional development.

Requirements

  • U.S. citizenship and 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 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.

Benefits

  • Medical, dental, and vision insurance.
  • Health Savings Account (HSA) options.
  • 401(k) with 4% employer match.
  • Disability, life, and accident insurance.
  • Holidays and generous paid time off, including time to vote and volunteer.
  • Paid parental, military, bereavement, and applicable federal/state sick leave.
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