Description:
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.
KEY 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.
Requirements:
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 suite with advanced Excel and financial management systems knowledge
- Strong proficiency in Microsoft Office, including advanced Excel and PowerPoint usage
Behavioral
- Accountability: Owns deal outcomes from origination through closing. Takes ownership of responsibilities, actions, and decisions. Answerable for one's performance, meeting commitments, and acknowledging the impact of one's actions on outcomes. Consistently demonstrates reliability, transparency, and a commitment to achieving objectives.
- Adaptability: Adjusts well in a dynamic and evolving environment. Handles changes in assignments and priorities; adapts behavior or work methods in response to new information, changing conditions, or unexpected obstacles; approaches change positively and adjusts behaviors accordingly.
- Analytical Thinking: Evaluates risks and opportunities using sound financial judgment. Compares data, information, and input from various sources to conclude; takes action consistent with available facts, constraints, and probable consequences.
- Communication: Clearly conveys complex deal structures and requirements to both internal team members and external partners. Conveys and receives information and ideas through various media to individuals or groups in a manner that engages the listener, helps them understand and retain the message, and invites response and feedback. Keeps others informed appropriately; demonstrates good written, oral, and listening skills.
- Collaboration: Participates as an active and contributing team member to achieve team goals. Works cooperatively with other team members and across the organization, involves others, shares information as appropriate, and shares credit for team accomplishments.
- Customer/Client Focus: Makes customers/clients and their needs a primary focus of one’s actions; shows interest in and understanding of the needs and expectations of internal and external customers; gains customer trust and respect; meets or exceeds customer expectations.
- Initiative: Takes ownership of each project and drives it to completion, often by finding creative solutions to any challenges. Acts without being asked or required to; achieves goals beyond job requirements; acts proactively; takes prompt action to accomplish objectives.
- Negotiation: Effectively explores alternatives and positions to reach agreements and solutions that gain the support and acceptance of all parties. Effectively negotiates terms with counterparties while protecting organizational interests.
- Planning and Organizing: This involves organizing work, setting priorities, and determining resource requirements. It also involves determining the sequence of activities needed to achieve goals in a complete and timely manner
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
