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

Zions Bancorporation•El Segundo, CA

12h•$150,000 - $190,000•Hybrid

About The Position

California Bank & Trust is expanding its Power Finance platform and is 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 business within a collaborative and forward-looking environment. In this role, you will manage and deepen a portfolio of established loan relationships, partnering closely with clients and internal teams to drive performance, identify opportunities, and support continued growth in a dynamic sector.

Requirements

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.

Nice To Haves

Can also be filled at Portfolio Manager III, which requires at least 3-4 years’ banking experience.

Responsibilities

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.