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Portfolio/Concentration Associate

Washington, DC

At the Coalition for Green Capital (CGC), our mission is to drive investments in the clean economy to reduce emissions and improve the quality of life for all Americans. By leveraging public-private partnerships and responsive financing, we aim to eliminate barriers to clean technology and promote energy abundance in every community. Our work is guided by a commitment to accelerate the deployment of clean energy technologies across the United States, with a special focus on supporting low-income and disadvantaged communities. For over a decade, CGC has led the Green Bank movement, working at the federal, state and local levels in the U.S. and countries around the world to unlock capital and empower communities to embrace a greener future. Together, we strive to build a sustainable future where clean power is accessible and affordable for everyone.

Our National Green Bank: The U.S. Environmental Protection Agency (EPA) has taken a significant step toward a greener future by establishing the first U.S. national green bank through the Greenhouse Gas Reduction Fund (GGRF). The EPA awarded the Coalition for Green Capital $5 billion to capitalize this national green bank under The National Clean Investment Fund competition, along with $125 million under Solar for All to foster the development of green banks and accelerate solar energy projects in North and South Dakota. Through strategic partnerships and innovative financing, our national green bank aims to create a robust clean energy finance ecosystem that addresses critical market gaps and maximizes the impact of every public dollar invested. This seed funding builds on CGC’s decade-long leadership in the Green Bank movement, which has already led to billions toward clean energy adoption, ensuring that the nation’s climate goals are met.

We are seeking a detail-oriented and analytical Portfolio/Concentration Associate to join our team at Coalition for Green Capital. This role is integral to monitoring and managing portfolio risks, ensuring compliance with internal policies, and supporting the institution's overall financial health. The ideal candidate will possess a strong understanding of financial principles, risk assessment, and portfolio analysis, along with excellent problem-solving and communication skills.

Key Responsibilities

Portfolio Management

  • Assist in monitoring and analyzing the institution's portfolio to identify risks, trends, and opportunities.
  • Support portfolio optimization by evaluating concentration levels across asset classes, industries, and geographies.
  • Provide data-driven insights to enhance portfolio performance and alignment with strategic goals.

Risk Analysis & Concentration Management

  • Assess portfolio concentration risks, including single-name, sectoral, and geographic exposures.
  • Prepare reports highlighting potential concentration risks and recommend mitigation strategies.
  • Collaborate with risk management teams to ensure compliance with concentration limits and regulatory requirements.

Data Analysis & Reporting

  • Compile, analyze, and present portfolio performance metrics for internal and external stakeholders.
  • Develop and maintain dashboards for real-time monitoring of portfolio concentration levels.
  • Ensure accuracy and consistency in all reporting processes.

Collaboration & Support

  • Work closely with investment, credit, and risk management teams to align portfolio strategy with institutional objectives.
  • Provide support during audits and regulatory reviews, including data preparation and responses to inquiries.
  • Assist in ad hoc analyses and projects as required by senior management.

Education and Experience

  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
  • Advanced degree or relevant certifications (e.g., CFA, FRM) preferred.
  • 2–5 years of experience in portfolio management, risk analysis, or related financial roles within a financial institution.
  • Familiarity with concentration risk management and financial regulatory frameworks.
  • Strong analytical and quantitative skills, with proficiency in financial modeling and analysis.
  • Advanced knowledge of Excel; experience with data visualization tools (e.g., Tableau, Power BI) and financial software is a plus.
  • Excellent communication and presentation skills, with the ability to translate complex data into actionable insights.
  • Attention to detail and ability to work under tight deadlines.
  • Problem-solving mindset with a proactive approach to identifying and mitigating risks.
  • Strong organizational skills and the ability to manage multiple priorities.
  • Team player with a collaborative attitude and the ability to build relationships across departments.

Compensation and Benefits

  • The salary range for the Portfolio/Concentration Associate is between $85,000 to $117,000
  • The Portfolio/Concentration Associate will be eligible for an annual bonus of 10%-30% based on job performance.
  • The benefits offered for the Senior Director are health insurance, 401k, vacation leave, and sick leave.

CGC is dedicated to providing equal employment opportunities to all individuals based on job related qualifications and their ability to perform a job, without regard to age (over 40), sex (including pregnancy, married women and unmarried mothers), race, color, creed, veteran status, religion, disability, sexual orientation (including actual or perceived orientation), gender identity, gender expression, ancestry, marital status, national origin, citizenship, genetic characteristics, civil air patrol status, lawful activities during nonworking hours, or any other protected class as defined by applicable federal, state, or local laws. It is our policy to maintain a non-discriminatory environment free from intimidation, harassment, or bias.

Our equal employment opportunity philosophy applies to all aspects of employment including recruiting, hiring, training, promotion, job benefits, pay, dismissal and social/recreational activities. Our designated Civil Rights Coordinator is CGC’s Chief Administrative and Development Officer.

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