Portfolio Manager jobs in Naval Anacost Annex, DC

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Portfolio Manager
  • RER SOLUTIONS, INC
  • Washington, DC FULL_TIME
  • Description

    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 Manager to become a part of our superior workforce. The Portfolio Manager will provide onsite and remote leadership services to the Department of Energy's Loan Programs Office's Division of Portfolio Management.  


    RESPONSIBILITIES

    • Provide comprehensive monitoring reports on portfolio loan performance of approved projects to the appropriate federal and project finance authorities  
    • Identify issues of contemporary and future impacts on the work, conduct an analysis of their implications and alternatives, and monitor the portfolio, individual projects, and guarantors for warning signs of credit deterioration 
    • Execute a portfolio risk management process that assists in identifying, managing, monitoring, and reducing risks in the portfolio while being conscious of the need to respond promptly to post-issue requests from borrowers, sponsors, and lenders
    • Establish Asset Monitoring and Supervision work-flow processes and schedules to accomplish assigned projects, plans, and activities associated with approved office missions and functions, including the development of project-specific Credit Monitoring Plans
    • Monitor energy sector developments pertinent to the borrower's operating environment, i.e., price and demand movements, legal and regulatory changes, and structured changes within the sector  
    • Present analyses through a variety of means, including formal written studies and oral presentations
    • Independently function as a project transaction negotiator/re-negotiator throughout occurrences of debt restructuring
    • Act as credit and financial analyst on the Portfolio Management Division teams
    • Represent, as needed or requested, the office at interagency meetings, inter-creditor discussions, steering committees of creditors, and public conferences
    • Interface with and obtain information from a variety of sources across the industry as well as other organizations to support the office's activities 
    • Provide in-depth analyses for structuring, updating, and maintaining the Credit Monitoring Plans
    • Review project financial statements, progress and engineering reports, covenant compliance certificates, collateral reports, and information gathered from news reports and site visits
    • Review, manage, and respond to post-closure requests from borrowers and lenders for amendments to loan terms, waivers, extensions, payment deferments, and other modifications related to operative loans and guarantees  
    • Prepare or collaborate with other senior staff in the preparation of comprehensive position papers, memorandums, and briefing materials across all phases of operations for use with senior management 
    • Review project and legal documents, including but not limited to Credit Committee memos; financing documents, including Credit Agreement, Security Agreement, Independent Engineering Report, project documents, including the Engineering Procurement, and Construction, Off-take, Supply, Operations, and Maintenance Agreements
    • Negotiate new terms with borrowers or other creditors in the event of a default  
    • Prepare a Transfer Memo to the Special Assets Group when there is a determination question regarding the status of any borrower or liquidation as the only course of action available to ensure the maximization of taxpayer funds  
    • Lead and mobilize project teams to address the technical, legal-economic, and financial feasibility aspects of a transaction and to ensure compliance with LPO procedures, goals, and milestones
    • Prepare regular credit reports for specific projects that adhere to the guidelines as set forth by the Portfolio Management Division
    • Ensure all data for assigned projects are entered promptly and accurately in the Quicksilver Monitoring system

    Requirements

    • US Citizenship is required to obtain client-issued Public Trust
    • A minimum of 10 years of related professional experience
    • Proficiency in making presentations and explaining and creating financial models for a variety of audiences
    • Expertise in applying analytical methods and evaluation techniques to a broad range of functional areas such as project and corporate risk assessment, accounting, and corporate finance to evaluate the viability of a loan transaction
    • Ability to ensure effective compliance monitoring and reporting according to the terms contained in Credit Agreements and for overall portfolio risk management
    • Knowledge of the financial, market, credit, and technical risks inherent in the distinct energy technologies, as well as appropriate mitigation, approaches available or desirable
    • Knowledge in diverse corporate finance structures such as asset-based, limited, or full recourse project finance transactions to make sound financial decisions and recommendations
    • Knowledge of the policies, processes, and practices available for the effective control of individual loan transactions and sector risks, as well as overall portfolio risk
    • Skill in the research of finance structures such as corporate, asset-based, or limited resource project finance transactions to make sound financial decisions and recommendations
    • Ability to address the technical, legal-economic, and economic feasibility aspects of high-value loans for large-scale projects
    • Ability to perform complex financial analysis and make sound financial decisions
    • Knowledge of borrowers' and lenders' requirements for terms of loan and loan guarantees
    • 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) 


    EDUCATION: Bachelor’s Degree or Master’s (preferred)


    COMPENSATION

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


    This position is not available for Corp-to-Corp or 3rd party sourcing.


    We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

  • 20 Days Ago

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Portfolio Manager
  • Barkan Management Company
  • Tysons Corner, VA FULL_TIME
  • Come join our growing team! If you are looking for a rewarding role with opportunities for growth at a company that values integrity, innovation, and teamwork, look no further! Barkan Management Compa...
  • 24 Days Ago

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Portfolio Manager
  • Barkan Management Company
  • Tyson's Corner, VA FULL_TIME
  • Come join our growing team! If you are looking for a rewarding role with opportunities for growth at a company that values integrity, innovation, and teamwork, look no further! Barkan Management Compa...
  • 24 Days Ago

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Portfolio Manager
  • HOATalent
  • Fairfax, VA FULL_TIME
  • Overview: Join Gates Hudson Community Management (GHCM), where professional growth meets a positive and supportive work environment. As a leading community management firm, GHCM is dedicated to provid...
  • 1 Day Ago

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Portfolio Manager
  • ECS_FEDERAL
  • Washington, DC FULL_TIME
  • ECS is seeking a Portfolio Manager to work in our Washington, DC office. Job Description: ECS is seeking a highly skilled and experienced Portfolio Manager to join our organization. We offer the chanc...
  • 6 Days Ago

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Portfolio Manager
  • TWC Association Management, Inc.
  • Herndon, VA FULL_TIME
  • TWC Association Management, Inc. in Herndon, VA, seeks a Portfolio Manager to join our dedicated team. As a pivotal member, you will oversee a diverse portfolio, ensuring exceptional service delivery ...
  • 8 Days Ago

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0 Portfolio Manager jobs found in Naval Anacost Annex, DC area

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Portfolio Manager
  • Recruiting Industry Specific Experts, LLC
  • Chevy Chase, MD
  • Growing Independent Investment Adviser based in Greater DC Metro Area is adding a Portfolio Manager to support their ong...
  • 4/27/2024 12:00:00 AM

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Community Portfolio Manager
  • Capitol Companies
  • Chantilly, VA
  • Job Description Job Description Capitol Property Management is in search of a motivated individual to manage a portfolio...
  • 4/27/2024 12:00:00 AM

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Portfolio Manager
  • HOA Talent
  • Fairfax, VA
  • Overview:Join Gates Hudson Community Management (GHCM), where professional growth meets a positive and supportive work e...
  • 4/27/2024 12:00:00 AM

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Senior Portfolio Manager
  • TWC Association Management, Inc.
  • Herndon, VA
  • Description TWC Association Management, Inc. in Herndon, VA, US is seeking a dynamic Senior Portfolio Manager to join ou...
  • 4/27/2024 12:00:00 AM

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Program & Portfolio Management - Analyst, Business
  • Lumen Solutions Group, Inc.
  • Baltimore, MD
  • About us: Lumen Solutions Group Inc., a dynamic small and minority-owned, Disadvantaged Business Enterprise headquartere...
  • 4/27/2024 12:00:00 AM

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Management Associate, Portfolio Management
  • Glenmede
  • Washington, DC
  • Founded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation's leading investment a...
  • 4/26/2024 12:00:00 AM

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Product Innovation and Portfolio Manager
  • American Institute of Physics
  • College Park, MD
  • The American Institute of Physics (AIP) is a federation of 10 Member Societies which in turn have more than 130,000 memb...
  • 4/26/2024 12:00:00 AM

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IT Portfolio Management Analyst
  • WWC Global
  • Arlington, VA
  • WWC Global is seeking an IT Portfolio Management Analyst to support Capital Planning and Investment Control (CPIC) for a...
  • 4/23/2024 12:00:00 AM

Naval Support Facility (NSF) Anacostia was a United States Naval Base in Washington, D.C., close to where the Anacostia River joins the Potomac River. On 1 October 2010 the base was conjoined with the adjacent Bolling Air Force Base to form the Joint Base Anacostia–Bolling in accordance with congressional legislation implementing the recommendations of the 2005 Base Realignment and Closure Commission. NSF Anacostia fell under the command of Naval Support Activity Washington....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$127,904 to $177,287
Naval Anacost Annex, District of Columbia area prices
were up 1.3% from a year ago