Portfolio Manager III – Energy

About the Opportunity

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. CA

Responsibilities

• Monitor and action compliance and reporting items.
• Execute deal regrading and credit approvals in tracking systems.
• Support the portfolio management team, including assistance with monthly diligence and draws on construction loans.
• Assist on deals for which we are Administrative Agent including communication of construction fundings, deal modifications, and monitoring between internal and external stakeholders.
• Serve as liaison between syndicate banks helping disseminate information, collate and respond to questions, and tally lender votes.
• Perform financial modeling to review and analyze projections for construction fundings and deal modifications.
• Prepare quarterly and annual reviews of loan portfolio.
• Coordinate communication for legal modifications to syndicate bank groups.
• Participate in ad hoc projects including periodic portfolio-wide analysis.
• Interact with and coordinate administrative matters with other internal departments.

About You

Bachelor's Degree and 2 years of experience in Credit Analysis, Portfolio Management OR High School Diploma or GED and 6 years of experience in Credit Analysis, Portfolio Management

Preferred

• Bachelors Business, Finance, Economics, or Engineering
• Experience with large corporate debt, commercial or project finance loan structuring.
• Experience in project finance financial modeling, presentations, and drafting underwriting/investment memoranda and credit documentation.
• Strong analytical and quantitative skills.
• Completion of a formal credit training program preferred.

Benefits

For more information on benefits, visit First Citizens Bank Benefits.