Portfolio Analyst
Location: Washington, DC
Employment Type: Full Time
Clearance Requirement: ability to obtain and maintain a federal security clearance
Salary Range: $105K-$145K
Who We Are
Management Solutions LLC (MSLLC) is an award-winning management consulting firm delivering solutions for our partners’ most complex challenges. Since 2002, we have supported federal and commercial clients through expertise in project and program strategy, delivery and implementation, engineering and technical advisory services, workforce solutions, and digital solutions. We are distinguished by our reputation for managing mission-critical projects and helping organizations improve performance through innovative, people-centered solutions. MSLLC has been recognized as Small Business of the Year by the U.S. Small Business Administration, the Department of Energy, and Oak Ridge National Laboratory and has been named one of the Top Employers in the Greater Knoxville area.
Why Join Our Team
At Management Solutions, our people are the foundation of our success, and we foster a collaborative culture where employees are valued, supported, and empowered to grow.
Position Summary
Management Solutions is seeking a detail-oriented Portfolio Analyst to support a federal agency's infrastructure financing portfolio. The Portfolio Analyst will provide financial analysis, market research, portfolio performance monitoring, and reporting support to inform portfolio management and investment oversight activities. This position will work closely with portfolio managers, financial specialists, and other stakeholders to evaluate transactions, assess financial exposure, analyze industry trends, and develop actionable insights that support informed decision-making.
Key Responsibilities
· Conduct financial and portfolio analyses to support the oversight, monitoring, and evaluation of a portfolio of federal financing transactions.
· Research market conditions, industry developments, and sector-specific trends to identify factors that may influence portfolio performance and financial risk.
· Evaluate individual loan transactions and broader portfolio performance, identifying key trends, financial indicators, potential risks, and areas requiring additional review.
· Collect, organize, and analyze financial, transactional, and operational data from multiple sources to support portfolio management activities and reporting requirements.
· Prepare financial analyses, including financial statement spreading, loan reviews, credit assessments, and evaluations of financial positions and exposure.
· Develop reports, presentations, and analytical summaries that communicate portfolio performance, financial trends, and relevant findings to internal and external stakeholders.
· Support the development and maintenance of portfolio reporting processes, working with operational teams to validate data, reconcile discrepancies, and ensure the accuracy and completeness of reporting.
· Conduct targeted research on individual projects, borrowers, and financing arrangements, including reviews of credit rating agency assessments and other relevant financial information.
· Identify opportunities to improve data collection, analytical methodologies, and reporting processes to strengthen portfolio oversight and decision-making.
· Translate financial and market research findings into practical recommendations that support portfolio management, risk assessment, and strategic planning.
· Coordinate with financial, technical, and operational specialists to address complex analytical questions and support cross-functional portfolio management initiatives.
· Assist with onboarding and training new personnel on established analytical procedures, reporting requirements, and portfolio management processes.
· Perform additional analytical and portfolio support activities as required to meet client and organizational needs.
Required Qualifications
· Bachelor's degree and five to eight years of relevant…