The Portfolio Manager, AVP - Power & Utilities supports the underwriting, credit monitoring, and portfolio management of new and existing power project finance and utility relationships. This role works across the full transaction lifecycle, from due diligence and credit analysis through closing and ongoing portfolio management, while partnering closely with clients and internal stakeholders. The position plays an important role in maintaining credit quality, supporting client relationships, and ensuring compliance with regulatory and bank requirements.
Key Accountabilities- Analyze and underwrite new financing opportunities within the power, utilities, and project finance sectors.
- Prepare credit applications, opportunity memos, annual reviews, and loan amendment or modification requests.
- Conduct due diligence by reviewing financial statements, financial models, market studies, engineering reports, project contracts, and legal analyses.
- Monitor portfolio performance, including financial and operating metrics, covenant compliance, risk ratings, and reporting requirements.
- Develop and maintain financial projections and models, including cash flow, debt financing, and tax structure analyses.
- Support transactions from origination through closing, including client onboarding, KYC requirements, documentation review, funding, and closing activities.
- Partner with relationship managers, credit teams, legal partners, and operations teams to support client needs and deliver effective portfolio management.
- Maintain credit files, loan documentation, portfolio tracking metrics, and other records to support sound risk management practices.
Education & ExperienceRequired- Bachelor's degree in Business, Finance, Accounting, Economics, or a related discipline, or an equivalent combination of education and experience.
- 3+ years of commercial banking, corporate banking, commercial real estate banking, specialized banking, or credit approval experience.
- 3+ years of experience using Microsoft Office applications, including Outlook, Excel, Word, Access, and PowerPoint.
- Ability to access reliable transportation and lawfully drive, if applicable, by start date.
Preferred- Power project finance and utility industry experience.
- 2+ years of experience handling complex credits and performing financial analysis.
- 2+ years of sales experience and/or experience interacting directly with clients and business partners.
- 2+ years of formal credit training.
- Chartered Financial Analyst (CFA) designation or progress toward obtaining the designation within 3-5 years.
Join a collaborative team focused on delivering a high level of service and supporting complex, impactful transactions across the power and utilities sector. You'll gain exposure to specialized project finance opportunities while working closely with experienced professionals across credit, relationship management, legal, and operations functions.
Apply today to make an impact.In addition to core traditional benefits, we take pride in offering benefits for every stage of life. - Retirement savings including both 401(k) and Pension plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- Competitive salaries with professional development and advancement opportunities.
- Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
- Personal banking, loan, investment and insurance benefits.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.
$95,270.00 - $163,320.00 per year
