First Citizens Bank · 6 days ago
AVP, Portfolio Manager IV - Energy (hybrid) NY/CA
Santa Monica, CA
Full-time
Hybrid
Mid Level
$135K/yr - $160K/yr
4+ years expFirst Citizens Bank is a top 20 U.S. financial institution headquartered in Raleigh, N.C., providing a variety of banking services. The AVP, Portfolio Manager IV - Energy will be responsible for managing the portfolio of borrowers in the energy sector, performing financial analysis, and ensuring compliance with banking regulations while maintaining strong relationships with clients and stakeholders.
BankingInsuranceLendingPaymentsWealth Management
Responsibilities
Supporting the portfolio management team, including assistance with monthly diligence and draws on construction loans, working on amendment and waiver requests, involvement with upsizes and extensions for existing deals, and helping respond to internal and external audits
Assisting on deals for which we are Administrative Agent including communication of construction fundings, deal modifications, and monitoring between internal and external stakeholders. Performing Admin Agent duties require active communication with the various external parties and acting as point person for Syndicate banks
Proactively assist in all aspects of regular Distributed Generation construction fundings, which require high-touch work to close deal fundings on a regular basis
Perform diligence, structuring, and analysis of deal modification requests by demonstrating a good sense of the request with attention to credit quality and risk mitigation. Proactively manage the approval process for amendments, waivers, and consents, including assuring that client timeframes and relationships are attended to
Perform financial modeling to review and analyze projections for construction fundings and deal modifications; accurately interpret model results and create recommendations and summaries to be used in internal and external documents
Continuously monitor the ongoing performance of the portfolio of borrowers and track reporting compliance with a view to identifying deteriorating situations early
Prepare quarterly and annual reviews of loan portfolio, maintain borrower monthly/quarterly/annual reporting requirements and other periodic deal review requests. Present deals to credit committees for review as appropriate
Coordinate communication for legal modifications to syndicate bank groups including questions/answers, communicating request updates, and tracking lender votes
Participate in ad hoc projects including periodic portfolio-wide analysis in response to market or regulatory updates
Borrower credit files, financial files, legal documents, and other relevant information in an organized and timely manner
Interact with and coordinate administrative matters with other internal departments (i.e. Loan Boarding, Operations, Agency, Liquidity Management, Syndications, and others). Perform internal reporting duties and control administrative and operational matters cooperating with back office
Ensure compliance with all Know Your Customer (“KYC”) and other banking regulations
Actively build rapport with existing clients and syndicate banks, as appropriate
Qualification
Required
Bachelor's Degree and 4 years of experience in Credit Analysis, Relationship Management OR High School Diploma or GED and 8 years of experience in Credit Analysis, Relationship Management
Preferred
2 years large corporate debt, commercial or project finance loan structuring
2 years project finance financial modeling, presentations, and drafting underwriting/investment memoranda and credit documentation, reviewing contracts and project materials, and bank operational processes
Strong analytical and quantitative skills
Strong ability to recognize and communicate Project Finance deal risks and mitigants
Demonstrated tenacity, patience, and enjoyment for problem solving
Ability to effectively, tactfully, and professionally communicate with internal and external stakeholders
Experience reviewing and analyzing Project Finance deal legal documentation
Strong attention to detail in both qualitative and quantitative work
Capacity to effectively organize and multi-task in a fast-paced environment
Strong, proactive, and empathetic oral and written communication skills
Experience and passion to work on cutting edge energy or infrastructure related financing transactions
Demonstrated ability to work remotely effectively and manage/prioritize multiple streams of workflow simultaneously
Proactive, resourceful, self-starter
Collaborative team player willing to receive direction and/or provide support across levels. Able to work both independently and also in close collaboration with others
Creative thinker
Empathetic team player
Benefits
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
Company
First Citizens Bank
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
10001+ employees
H1B Sponsorship
First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$33M2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO
Leadership Team
C
Craig Nix
Chief Financial Officer
Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
Recent News
2026-01-23
Talk Business & Politics
2026-01-16
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