Portfolio Manager Analyst (Hybrid)

Portfolio Manager Analyst

Location

• Washington, DC Area (Hybrid)

Summit provides quantitative and qualitative solutions to help federal agencies and mission-driven organizations address complex challenges in financial management, risk management, program delivery, and analysis. Our practitioners combine technical rigor with practical implementation experience, working collaboratively with clients to support sound decisions, strengthen program operations, and improve outcomes for the communities they serve.

We are committed to fostering a collaborative workplace built on diverse perspectives, continuous learning, and trust. At Summit, you'll find an environment that empowers you to grow, contribute meaningfully, and do your best work.

Summit is seeking a financial portfolio manager to support federal energy and infrastructure finance work. This position is based in Washington, DC. The selected applicant will contribute to asset or portfolio management, and analytical activities involving energy, utility, and infrastructure assets that support economic opportunity, system reliability, affordability, resiliency, and long-term community benefit.

Primary Duties

• Conduct financial analysis and run financial model scenarios to uncover trends, patterns, and actionable insights.
• Develop compelling credit memos for both 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.

Minimum Technical Requirements

• U.S. citizenship and ability to obtain a Public Trust clearance
• Bachelor's degree in a STEM-related field (e.g., Statistics, Economics, Mathematics, Computer Science, Engineering, or related discipline)
• 1–3 years of experience in a quantitative or data-focused role
• Proficiency in Microsoft applications

Preferred Skills

• 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

Compensation and Benefits

Full-Time Salary Range: $60,000-$70,000

This range reflects our market-based pay structure. Individual compensation is determined by factors including business needs, local market conditions, internal equity, and candidate qualifications (skills, education, experience).

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