Job Description

Senior Power Finance Associate

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 bachelors 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.

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