Asset Manager
DC Green Bank, Washington, District of Columbia, United States
Overview
DC Green Bank (DCGB) develops and facilitates innovative financial solutions to support businesses, organizations, and residents on the path to a cleaner future for all. We invest in solar energy systems, energy efficient buildings and retrofits, green stormwater infrastructure, and transportation electrification in line with our values of Sustainability, Clean Economy, and Inclusive Prosperity. To date, DC Green Bank has invested millions of dollars in a cleaner, greener, and more equitable future. DCGB seeks an Asset Manager who will be responsible for managing and optimizing a portfolio of investments aligned with DCGB’s mission and strategic priorities. This role oversees the full lifecycle of investments from underwriting and approval through ongoing asset management and performance monitoring to ensure financial sustainability, risk mitigation, and measurable impact. The Asset Manager works cross-functionally with internal teams and external partners to structure, evaluate, and manage investments, while ensuring compliance with organizational policies and applicable regulations. This position requires strong financial analysis skills, attention to detail, and the ability to manage multiple complex projects simultaneously. Responsibilities
Portfolio & Asset Management: Manages an assigned portfolio of investments, ensuring compliance with financial, contractual, and performance requirements. Monitors portfolio performance, including financial returns, risk exposure, and impact metrics. Identifies and proactively addresses portfolio risks, performance issues, and restructuring needs. Oversees disbursements, repayments, amendments, and waivers in coordination with internal teams. Maintains accurate and up-to-date portfolio records, reports, and documentation. Investment Analysis & Underwriting: Conducts financial analysis, modeling, and due diligence for new and existing investments. Evaluates credit risk, cash flow projections, and project feasibility. Prepares investment memoranda, recommendations, and supporting documentation for internal approval processes. Supports deal structuring to align financial performance with mission-driven outcomes. Collaborates with legal, finance, and operations teams to support transaction execution. Reporting & Performance Monitoring: Develops and prepares regular portfolio performance reports for senior leadership and the Board. Tracks key financial, operational, and impact indicators across the portfolio. Ensures timely and accurate reporting to internal stakeholders, funders, and regulators as required. Uses data and analysis to inform portfolio strategy and continuous improvement. Stakeholder & Partner Management: Serves as a primary point of contact for borrowers, investees, and project sponsors within the portfolio. Builds and maintains strong relationships with external partners, developers, lenders, and service providers. Coordinates with government agencies, utilities, and community partners as needed to support projects. Supports stakeholder communications related to portfolio performance and outcomes. Strategic & Cross-Functional Support: Contributes to portfolio strategy development, including diversification, risk management, and impact goals. Supports continuous improvement of portfolio management systems, tools, and processes. Participates in special projects and strategic initiatives as assigned. Collaborates 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 (preferred) in Business Administration, Finance, Public Administration, or a related discipline 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 skills; knowledge of credit analysis, underwriting, and risk management; proficiency in Microsoft Office with advanced Excel and financial management systems knowledge; strong proficiency in Microsoft Office, including advanced Excel and PowerPoint usage Behavioral : Accountability; Adaptability; Analytical Thinking; Communication; Collaboration; Customer/Client Focus; Initiative; Negotiation; Planning and Organizing Other Requirements
Ability to perform computer-based tasks for extended periods of time Ability to work a hybrid work schedule, including three days in the Washington, DC office (Tuesday–Thursday) and two days remote (Monday and Friday) This role may require periodic local travel for site visits, meetings, and industry events
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DC Green Bank (DCGB) develops and facilitates innovative financial solutions to support businesses, organizations, and residents on the path to a cleaner future for all. We invest in solar energy systems, energy efficient buildings and retrofits, green stormwater infrastructure, and transportation electrification in line with our values of Sustainability, Clean Economy, and Inclusive Prosperity. To date, DC Green Bank has invested millions of dollars in a cleaner, greener, and more equitable future. DCGB seeks an Asset Manager who will be responsible for managing and optimizing a portfolio of investments aligned with DCGB’s mission and strategic priorities. This role oversees the full lifecycle of investments from underwriting and approval through ongoing asset management and performance monitoring to ensure financial sustainability, risk mitigation, and measurable impact. The Asset Manager works cross-functionally with internal teams and external partners to structure, evaluate, and manage investments, while ensuring compliance with organizational policies and applicable regulations. This position requires strong financial analysis skills, attention to detail, and the ability to manage multiple complex projects simultaneously. Responsibilities
Portfolio & Asset Management: Manages an assigned portfolio of investments, ensuring compliance with financial, contractual, and performance requirements. Monitors portfolio performance, including financial returns, risk exposure, and impact metrics. Identifies and proactively addresses portfolio risks, performance issues, and restructuring needs. Oversees disbursements, repayments, amendments, and waivers in coordination with internal teams. Maintains accurate and up-to-date portfolio records, reports, and documentation. Investment Analysis & Underwriting: Conducts financial analysis, modeling, and due diligence for new and existing investments. Evaluates credit risk, cash flow projections, and project feasibility. Prepares investment memoranda, recommendations, and supporting documentation for internal approval processes. Supports deal structuring to align financial performance with mission-driven outcomes. Collaborates with legal, finance, and operations teams to support transaction execution. Reporting & Performance Monitoring: Develops and prepares regular portfolio performance reports for senior leadership and the Board. Tracks key financial, operational, and impact indicators across the portfolio. Ensures timely and accurate reporting to internal stakeholders, funders, and regulators as required. Uses data and analysis to inform portfolio strategy and continuous improvement. Stakeholder & Partner Management: Serves as a primary point of contact for borrowers, investees, and project sponsors within the portfolio. Builds and maintains strong relationships with external partners, developers, lenders, and service providers. Coordinates with government agencies, utilities, and community partners as needed to support projects. Supports stakeholder communications related to portfolio performance and outcomes. Strategic & Cross-Functional Support: Contributes to portfolio strategy development, including diversification, risk management, and impact goals. Supports continuous improvement of portfolio management systems, tools, and processes. Participates in special projects and strategic initiatives as assigned. Collaborates 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 (preferred) in Business Administration, Finance, Public Administration, or a related discipline 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 skills; knowledge of credit analysis, underwriting, and risk management; proficiency in Microsoft Office with advanced Excel and financial management systems knowledge; strong proficiency in Microsoft Office, including advanced Excel and PowerPoint usage Behavioral : Accountability; Adaptability; Analytical Thinking; Communication; Collaboration; Customer/Client Focus; Initiative; Negotiation; Planning and Organizing Other Requirements
Ability to perform computer-based tasks for extended periods of time Ability to work a hybrid work schedule, including three days in the Washington, DC office (Tuesday–Thursday) and two days remote (Monday and Friday) This role may require periodic local travel for site visits, meetings, and industry events
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