Power Finance Portfolio Manager - El Segundo or Los Angeles, CA

Zions Bancorporation

Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with ~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming.  With a leading market share in small and middle-market banking, the Bank’s 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets.  

Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. California Bank & Trust is a division of Zions Bancorporation, N.A., one of the nation’s premier financial services companies.  

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

Power Finance platform is a nationally focused business seeking a high-performing Portfolio Manager to join our team in El Segundo or Los Angeles, CA. This is a unique opportunity to be part of a growing, high-impact platform within a collaborative and forward-looking environment.

In this role, you will manage and deepen a portfolio of established loan relationships across a national footprint, partnering closely with clients and internal teams to drive performance, identify new opportunities, and support continued growth in a dynamic sector.

Job Requirements:

• Responsible for managing and servicing a portfolio of project finance loans primarily centered in the power industry (renewable energy, natural gas, electric transmission, etc.).
• Responsible for identifying key credit risks, recording and monitoring borrower covenants, ongoing account servicing (admin agency, construction draws, billing, rate setting, etc.), monitoring operating and financial performance, reassessing risk grades as necessary, preparing extensive credit reviews which requires working with complex financial models.
• The Portfolio Manager provides documentation review and closing support during the execution of new lending opportunities
• Other responsibilities include maintaining various internal databases, handling reporting on loans such as past dues, documentation and collateral exceptions, risk grades, and portfolio profitability.
• May assist bankers on the originations team with new loan requests. Attends industry conferences, site visits, and other related events.
• Acts as the primary point of contact on closed loans and works directly with clients to resolve any pending issues. Works alongside middle office and loan operations to service our client’s needs.
• Applies all applicable credit policies and procedures to the execution of the risk management process. Works under limited direction and independently determines & develops solutions to a variety of issues that may arise.
• Assists senior bankers with the mentoring and training of a team of associates and credit analysts.
• Ability to work independently with limited supervision.
• Other special projects as assigned.
• Can also be filled at Portfolio Manager III, which requires at least 3-4 years’ banking experience.

Qualifications:

• Requires a bachelor's degree in Finance, Accounting, Business, Economics or related field. 4+ years of banking experience in relationship management, underwriting, and/or credit/portfolio management.
• Must have experience in project finance, structured finance, or commercial real estate finance.
  Advanced knowledge of various types of loans, credit analysis, spreading (and spreading software) and analyzing financial statements, risk analysis, loan documentation, etc.
• Advanced knowledge of banking products, services, policies, procedures and regulations.
• Excellent credit skills in underwriting including financial statement analysis, financial modeling, and valuation.
• Requires excellent customer service, relationship, organizational, analytical and creative problem-solving skills.
• Ability to meet deadlines.
• Must have excellent communications skills, both verbal and written.
• Knowledge of various software applications including Word, Excel, PowerPoint, Moody’s Risk Analyst, S&P/Capital IQ, and Teams.

Compensation:

This position offers a base salary range of $150,000 to $190,000 annually, commensurate with job-related factors such as experience and geographic location. The role is also eligible for an annual performance-based bonus.

Final compensation will be determined based on a variety of factors, including - but not limited to - relevant experience, skills, expertise, location, education, and certifications.

Benefits:

• Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE!
• 401(k) plan, competitive compensation in line with work experience.
• Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements
• Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within
• Tuition Reimbursement for qualifying employees
• Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.