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Portfolio Monitoring Analyst Jobs in Washington (NOW HIRING)

This individual will support the monitoring, analysis, and management of HASI's existing investment portfolio and will also assist with due diligence and transition support for new investment ...

Portfolio Monitoring, Analysis, and Reporting The Budget Analyst shall support FMB's oversight responsibilities by: * Assisting in monitoring financial status across RMS, R&D Contracts, DIR, and ...

Portfolio Monitoring, Analysis, and Reporting The Budget Analyst shall support FMB's oversight responsibilities by: Assisting in monitoring financial status across RMS, R&D Contracts, DIR, and ...

Investment Analyst, Equity

Washington, DC · On-site +1

$73K - $110K/yr

... analytical, operational, and administrative support to Equity Fund Managers and Investment ... The position serves as a key resource across investment management, reporting, portfolio monitoring ...

Maintain investment, manager, and market data used in portfolio monitoring and reporting activities.Conduct qualitative and quantitative analysis on equity funds, asset managers, and sub-advised ...

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Portfolio Monitoring Analyst information

See Washington salary details

$43K

$105.6K

$167.6K

How much do portfolio monitoring analyst jobs pay per year?

As of Aug 31, 2026, the average yearly pay for portfolio monitoring analyst in Washington is $105,598.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,400.00 and $122,300.00 per year, depending on experience, location, and employer.

What is a portfolio monitoring analyst?

Portfolio Monitoring Analysts are finance professionals responsible for tracking and analyzing the performance of investment portfolios. They monitor key metrics such as returns, risks, and compliance with investment guidelines, and provide regular reports to portfolio managers and stakeholders. Their work helps ensure that investments align with the organization's objectives and regulatory requirements, and they often identify trends, opportunities, or risks within the portfolio. This role requires strong analytical skills, attention to detail, and proficiency with financial software and data analysis tools.

What are the key skills and qualifications needed to thrive as a portfolio monitoring analyst?

To thrive as a Portfolio Monitoring Analyst, you need strong analytical skills, proficiency in financial modeling, and a degree in finance, accounting, or a related field. Familiarity with portfolio management systems, Excel, and data visualization tools such as Power BI or Tableau is typically required. Attention to detail, effective communication, and problem-solving abilities are critical soft skills for interpreting data and presenting insights. These skills ensure accurate performance tracking, risk assessment, and informed decision-making for portfolio management teams.

What are some typical challenges faced by portfolio monitoring analysts, and how can they be addressed?

Portfolio Monitoring Analysts often grapple with managing large volumes of data from multiple sources and ensuring its accuracy for effective reporting. Keeping up with rapidly changing market conditions and regulatory requirements can also present challenges. To address these, analysts typically leverage advanced analytical tools, maintain clear communication with portfolio managers, and regularly update their knowledge of compliance standards. Collaboration with technology teams and ongoing professional development are essential for staying efficient and effective in this dynamic role.

What is the difference between Portfolio Monitoring Analyst vs Credit Analyst?

AspectPortfolio Monitoring AnalystCredit Analyst
Required CredentialsBachelor's degree, certifications like CFA or credit analysis coursesBachelor's degree, CFA or similar certifications often preferred
Work EnvironmentFinancial institutions, asset management firms, banksBanks, lending institutions, financial services firms
Employer & Industry UsageFocuses on ongoing monitoring of investment portfolios and riskFocuses on assessing creditworthiness of borrowers

The main difference is that a Portfolio Monitoring Analyst primarily oversees the performance and risk of investment portfolios, while a Credit Analyst evaluates the creditworthiness of borrowers. Both roles require similar financial knowledge and certifications but serve different functions within financial institutions.

How much does a portfolio monitoring analyst make?

A portfolio monitoring analyst typically earns between $50,000 and $85,000 annually, depending on experience, location, and industry. Entry-level roles may start lower, while experienced analysts with certifications can earn higher salaries, especially in financial services or investment firms.

What are popular job titles related to Portfolio Monitoring Analyst jobs in Washington?

For Portfolio Monitoring Analyst jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Portfolio Monitoring Analyst jobs in Washington look for?

The top searched job categories for Portfolio Monitoring Analyst jobs in Washington are:

Infographic showing various Portfolio Monitoring Analyst job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 8% Part Time, 2% Temporary, and 8% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $105,598 per year, or $50.8 per hour.

Analyst/Associate, Portfolio Management

HASI

Annapolis, MD

$100K - $147K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 days ago


Job description

 
About HASI
 
HASI is an investor in sustainable infrastructure assets advancing the energy transition. With more than $17 billion in managed assets, our investments are diversified across multiple asset classes, including utility-scale solar, storage, and onshore wind; distributed solar and storage; RNG; and energy efficiency. We combine deep expertise in energy markets and financial structuring with long-standing programmatic client partnerships to deliver superior risk-adjusted returns and measurable environmental benefits. HA Sustainable Infrastructure Capital, Inc. is listed on the New York Stock Exchange (Ticker: HASI). For more information, please visit hasi.com.

Position Summary

HASI is currently seeking an Analyst/Associate to join its Portfolio Management team in Annapolis, MD. This individual will support the monitoring, analysis, and management of HASI's existing investment portfolio and will also assist with due diligence and transition support for new investment opportunities. The role is well suited for candidates with strong financial modeling and analytical skills, an interest in climate investing, and a collaborative approach to working across functions and teams.

At the Analyst level, this role will focus primarily on modeling, financial analysis, research, reporting, and support for portfolio monitoring and new investment diligence. At the Associate level, this role will be expected to take greater ownership of modeling, portfolio analytics, commercial analysis, and workstreams supporting new portfolio onboarding, while exercising more independent judgment and helping guide junior team members where appropriate.

 Responsibilities

  • Perform detailed reviews of operating portfolio performance across grid connected, renewable natural gas, or behind-the-meter investments, including analysis of production, pricing, revenue, operating expenses, and other key asset-level performance indicators
  • Work closely with investment counterparties to collect and verify operational and financial key performance indicators and address commercial issues
  • Build, maintain, and enhance financial models, including project operating proformas and portfolio-level analyses, to assess economics, identify risks, and evaluate performance relative to underwriting expectations
  • Support the development and refinement of internal portfolio monitoring tools, analytics, and reporting processes
  • Work closely and collaboratively with cross-functional teams to achieve objectives above
  • Prepare recurring and ad hoc briefing decks, and management materials that synthesize portfolio performance, emerging risks, and potential value-enhancement opportunities
  • Support due diligence processes for investments, including analyzing production, operating expenses, price forecasts, and other key underwriting inputs
  • For Associates: take primary ownership of designated modeling and analytical workstreams, identify key issues affecting portfolio performance and potential opportunities to improve investment outcome and propose constructive solutions and recommendations

  Education and Work Experience

  • Bachelor's degree from a four-year institution required; Master's in Finance, Economics, Business
  • Analyst: typically, 2-3 years of relevant experience
  • Associate: typically, 3-5 years of relevant experience, including demonstrated strength in financial modeling and independent analytical ownership
  • Relevant experience may include prior work in renewable energy project finance, asset management / valuation, or finance / investment banking in the power, infrastructure, energy, or climate sectors
  • Excellent MS Excel financial modeling and data mining skills, with demonstrable experience working with complex models, are necessary requirements
  • Strong interpersonal skills, with the ability and desire to work in a fast-paced, innovative, and entrepreneurial environment
  • Excellent written and verbal communication skills
  • Curious, highly-organized, detail-oriented, and able to manage multiple priorities while adapting quickly to changing priorities
  • Dependable, proactive and able to work independently while contributing as a supportive team member
  • Strong interest in climate investing and renewable energy markets
  • For Associates: demonstrated excellence in modeling, ability to evaluate assumptions thoughtfully, summarize model outputs accurately, and identify both transaction-level and broader portfolio issues
$100,000 - $147,500 a year

Salary Range 

Expected salary range of $100,000-$147,500 based on experience and location. In addition, HASI offers an annual bonus program; 401(k) with company match; an equity incentive program; comprehensive medical, dental and vision benefits; paid time off for vacation, holidays, and sick days, and so much more!

WORK AUTHORIZATION
 
HASI is willing to take over sponsorship for existing H1-B visas for exceptional talent. We are unable to provide new H-1B sponsorship at this time.
 
EEO STATEMENT
 
The Company maintains a policy of non-discrimination in employment and complies with and supports all Federal, state, and local laws regarding discrimination in employment.  Specifically, the Company does not discriminate in employment opportunities or practices against any employee, intern, or applicant on the basis of race, color, gender, sex, sexual orientation, gender identity, religion, ancestry, national origin, age, citizenship status, marital status, pregnancy (including childbirth, lactation, or related medical conditions), mental or physical disability, veteran status, uniformed servicemember status, genetic information (including testing and characteristics), or any other characteristic to the extent prohibited by federal, state, or local law. Decisions regarding staffing, selection, and promotions are made on the basis of individual qualifications related to the requirements of the position.  If you need reasonable accommodation for a job opening, please connect with us at [email protected] and describe the specific accommodation requested for a disability-related limitation. Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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