Associate, Corporate Banking – Energy & Power Portfolio Management

• Manage an assigned portfolio of loans originated by the Renewables & Asset Finance team
• Support credit underwriting, complex financial modeling, and detailed financial and credit analysis
• Monitor operating and construction financings for renewable assets, including wind, solar, and energy storage
• Review operating reports, construction progress, and monthly construction draws
• Coordinate with operational teams on loan activity, including draws and Letters of Credit
• Resolve escalated operational items
• Interpret credit policies and incorporate requirements into credit analysis and monitoring
• Support annual reviews, status updates, focus reviews, audits, and risk-rating recommendations
• Manage communication between borrowers and lender syndicates for Administrative Agent transactions
• Review credit agreements with internal and external counsel
• Analyze project documents, including consultant reports, power purchase agreements, and operations and maintenance reports
• Develop recommendations on waivers, amendments, and consents
• Review Analysts’ models, credit write-ups, and monitoring deliverables
• Direct, train, and develop Analysts; allocate work streams and provide performance feedback
• Maintain client relationships and represent the bank
• Collaborate with peers, internal partners, stakeholders, and clients
• Support reporting to credit and senior management, including transaction databases and team comparables

• 2+ years of Corporate Banking Relationship Management experience, or equivalent demonstrated through work experience, training, military experience, or education
• Corporate Banking Program Analyst formal training with a Tier 1 bank (desired)
• Undergraduate degree in Business, Finance, Economics, Geoscience, Engineering or similar from a four-year accredited college or university (desired)
• Understanding of corporate finance principles and capital structuring issues
• Strong financial modeling, credit, accounting and technical skills with high attention to detail and accuracy
• Project and structured finance experience, including discounted cash flow modeling
• Experience reviewing, checking or supervising the work of junior team members
• Strong verbal, written, and interpersonal communication skills
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic, fast-paced and complex environment
• High level of initiative and accountability
• Collaborative mindset and ability to work with team members in different locations
• Ability to act with integrity, good character and sound judgment
• Ability to travel up to 10% of the time
• FINRA license(s) required for ongoing employment
• SIE and FINRA Series 63 and 79 examinations, or equivalent, must be completed within 90 or 180 days after starting if not transferable upon hire
• Compliance with state law registration and licensing requirements is mandatory
• Additional requirements include enhanced financial fitness and criminal background standards
• Successful completion and clearing of a FINRA background check
• Ongoing regulatory screening and incident-reporting requirements
• Compliance with policies regarding outside activities and personal investing

Demonstrates expertise in financial modeling, credit analysis, and corporate finance principles, with a strong focus on managing loan portfolios in the renewable energy sector. Proven ability to lead teams, maintain client relationships, and ensure compliance with regulatory requirements.

• Financial Modeling
• Credit Analysis
• Corporate Banking Relationship Management
• Project Finance Experience
• FINRA License

• Financial Modeling
• Credit Analysis
• Accounting Skills
• Discounted Cash Flow Modeling
• Capital Structuring
• Credit Underwriting
• Portfolio Management
• Risk-Rating Recommendations
• Loan Monitoring
• Regulatory Compliance

• Strong Verbal Communication
• Interpersonal Skills
• Attention to Detail
• Ability to Prioritize
• Collaborative Mindset

• FINRA License
• SIE Examination
• FINRA Series 63
• FINRA Series 79

• Renewable Energy
• Asset Finance
• Corporate Finance
• Loan Portfolio Management
• Construction Financing
• Power Purchase Agreements
• Operational Reports
• Client Relationship Management
• Compliance Standards
• Financial Fitness