Asset Manager

DC Green Bank (DCGB) advances innovative financing to support businesses, organizations, and residents pursuing a cleaner future. Our investments include solar energy systems, energy efficient buildings and retrofits, green stormwater infrastructure, and transportation electrification, guided by Sustainability, Clean Economy, and Inclusive Prosperity. To date, DCGB has invested millions toward a cleaner, greener, and more equitable future. We are seeking an Asset Manager to oversee and optimize a portfolio of investments aligned with DCGB’s mission and strategic priorities. The role covers the full lifecycle—from underwriting and approval to ongoing asset management and performance monitoring—to ensure financial sustainability, mitigate risk, and demonstrate measurable impact. The Asset Manager collaborates with internal teams and external partners to structure, evaluate, and manage investments while maintaining compliance with policies and regulations. This position requires strong financial analysis, meticulous attention to detail, and the ability to manage multiple complex projects simultaneously. Location: Hybrid remote in Washington, DC 20036.

Key Responsibilities

• Portfolio and asset management
  • Manage an assigned portfolio ensuring compliance with financial, contractual, and performance requirements
  • Monitor portfolio performance including financial returns, risk exposure, and impact metrics
  • Identify and proactively address portfolio risks, performance issues, and restructuring needs
  • Oversee disbursements, repayments, amendments, and waivers in coordination with internal teams
  • Maintain accurate and up-to-date portfolio records, reports, and documentation
• Investment analysis and underwriting
  • Conduct financial analysis, modeling, and due diligence for new and existing investments
  • Evaluate credit risk, cash flow projections, and project feasibility
  • Prepare investment memoranda, recommendations, and supporting documentation for internal approvals
  • Support deal structuring to align financial performance with mission-driven outcomes
  • Collaborate with legal, finance, and operations teams to support transaction execution
• Reporting and performance monitoring
  • Develop and prepare regular portfolio performance reports for senior leadership and the Board
  • Track key financial, operational, and impact indicators across the portfolio
  • Ensure timely and accurate reporting to internal stakeholders, funders, and regulators as required
  • Utilize data and analysis to inform portfolio strategy and continuous improvement
• Stakeholder and partner management
  • Serve as the primary contact for borrowers, investees, and project sponsors within the portfolio
  • Build and maintain relationships with external partners, developers, lenders, and service providers
  • Coordinate with government agencies, utilities, and community partners as needed to support projects
  • Support stakeholder communications related to portfolio performance and outcomes
• Strategic and cross-functional support
  • Contribute to portfolio strategy development, including diversification, risk management, and impact goals
  • Support continuous improvement of portfolio management systems, tools, and processes
  • Participate in special projects and strategic initiatives as assigned
  • Collaborate across departments to ensure alignment between investment strategy, operations, and organizational goals

Education & Experience

• Bachelor’s degree in Finance, Economics, Business Administration, Public Policy, or a related field required
• Master’s degree in Business Administration, Finance, Public Administration, or related discipline preferred
• Minimum of 5–8 years of experience in portfolio management, asset management, lending, investment analysis, or a related field
• Experience with clean energy finance, infrastructure finance, public finance, or mission-driven investing preferred
• Experience with portfolio monitoring, reporting, and performance tracking
• Ability to interpret and manage complex financial and legal documents
• Ability to balance financial performance with mission and impact objectives

Competencies

• Technical
  • Strong financial analysis and modeling capabilities
  • Knowledge of credit analysis, underwriting, and risk management
  • Advanced Excel skills and familiarity with financial management systems
  • Proficiency in Microsoft PowerPoint and other Office tools
• Behavioral
  • Accountability for deal outcomes from origination through closing, with clear ownership of responsibilities and results
  • Adaptability to dynamic and evolving environments, adjusting to new information and obstacles
  • Analytical thinking to evaluate risks and opportunities using sound financial judgment
  • Effective communication to explain complex deal structures to internal and external stakeholders
  • Collaboration and teamwork, sharing information and credit for team accomplishments
  • Customer focus, understanding needs of internal and external clients and delivering value
  • Initiative, driving projects to completion and acting proactively
  • Negotiation skills to reach favorable terms while protecting organizational interests
  • Planning and organizing to set priorities and coordinate resources effectively

Other Requirements

• Ability to perform computer-based tasks for extended periods
• Hybrid schedule requiring three days in the Washington, DC office (Tuesday through Thursday) and two days remote (Monday and Friday)
• Periodic local travel for site visits, meetings, and industry events