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Senior Power Finance Associate - El Segundo

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Specialty Banking Other
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California Bank & Trust
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067496 Requisition #

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.      

  

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.  

   

We are looking for a Senior Power Finance Associate in El Segundo, CA. This role focuses on providing friendly and efficient customer service to assigned bank customers.   

 

 

Essential Functions: 

  • Responsible for managing and servicing a portfolio of existing credits, including monitoring borrower reporting requirements and credit/financial performance, providing portfolio profitability measures and updating risk grades.  

  • Responsible for financial modeling and analysis, identifying key risks, assisting senior bankers with loan structuring and pricing, preparing extensive written credit analysis, and assisting with credit presentations.  

  • Provides analytical, underwriting and marketing support during the origination and execution of new lending opportunities.  

  • Responsible for reviewing loan documentation and due diligence materials.  

  • Keeps informed of financial and market trends in the power and energy industry and the impact this has on new opportunities as well as the existing portfolio.  

  • Applies all applicable credit policies and internal processes for the execution and funding of new transactions.  

  • Develops relationships and credibility with key internal constituents.  

  • Develops external relationships with clients including junior members of client companies and serves as a backup contact for clients when primary relationship managers are unavailable.  

  • Acts as primary account officer on assigned transactions within the portfolio, including maintaining accurate risk ratings, executing amendments, preparing monitoring materials and other tasks and administrative items.  

  • May assist with the training, development and work review of other analysts and associates.  

  • Some travel is required.  

  • Other duties as assigned 

 

 

 

Qualifications:  

  • Requires a Bachelor's degree in finance, business, accounting or a related field and 6+ years of experience in years commercial lending, investment banking, project finance advisory or relevant buy-side experience. An equivalent combination of education and experience may meet qualifications.  

  • Expert knowledge of project finance, power generation, project development, structured finance, leveraged finance, investment banking or private equity investing.  

  • Proven ability to organize multiple demands on time and assist with the oversight, training and development of junior bankers.  

  • Strong attention to detail and high degree of proficiency producing written analysis of financial statements, modeling outputs and key risks and mitigating factors.  

  • Advanced analysis and Excel-based financial modeling skills.  

  • Excellent verbal communication skills with the ability to quickly establish credibility with new people and cultivate relationships (internally and externally). 

 

Benefits: 

  • Medical, Dental and Vision Insurance - START DAY ONE!   

  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance  

  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts 

  • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 

  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience  

  • Mental health benefits including coaching and therapy sessions 

  • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire 

  • Employee Ambassador preferred banking products 

 

This position is eligible to earn a base salary in the range of $131,000 - $174,000 annually depending on job-related factors such as level of experience. 

This position will be open until filled.

 

To review our Benefits Summary click here.

 

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

 

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

 

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

 

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site.  You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618.  Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

 

Click here to view our EEO Statement.

 

Click here to view applicable Federal, State and/or local employment law posters.

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California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC