Portfolio Management Trainee

Zions Bancorporation; San Antonio (TX); Hybrid; USD 60,000 - 75,000; Full time

Job summary

Amegy Bank, a division of Zions Bancorporation, N.A., offers a Banker Development Program (BDP) with rotational Credit Analyst training across Portfolio Management paths in Houston and San Antonio. It provides classroom training, rotations through lending groups, and a clear path to become a Portfolio Manager.

Phase 2 covers 13-19 months of on‑the‑job rotations across 5–7 groups, with responsibilities in underwriting, portfolio monitoring, and risk management, leading toward an Associate

Qualifications

• Undergraduate or graduate major in Business or Economics (undergraduate Finance and Accounting majors preferred)
• Minimum overall GPA of 3.0
• 6 hours of accounting courses (9 hours of accounting courses, including Intermediate Accounting I, preferred)
• Excellent communication, presentation, and interpersonal skills
• Detail oriented, organized, analytical, with proven problem-solving abilities
• Leadership skills and community involvement
• Highly motivated, self-starter attitude

Responsibilities

• Collaborate with Portfolio Managers to monitor and manage existing client portfolios and shadow internal credit discussions
• Underwrite financial analysis and credit packages
• Participate in loan approval presentations
• Conduct periodic reviews of portfolio credit risk and performance
• Attend seminars and ongoing training
• Build one-on-one working relationships with high‑level decision makers
• Support credit renewals and modifications for existing clients
• Shadow Relationship Managers in client and prospect meetings as appropriate

Skills

Excellent communication

Interpersonal skills

Self-starter attitude

Leadership skills

Education

Business or Economics degree

Accounting coursework

Job description

Amegy Bank, a division of Zions Bancorporation, N.A., offers a Banker Development Program (BDP) with rotational Credit Analyst training across Portfolio Management paths in Houston and San Antonio. It provides classroom training, rotations through lending groups, and a clear path to become a Portfolio Manager.

Phase 2 covers 13-19 months of on‑the‑job rotations across 5–7 groups, with responsibilities in underwriting, portfolio monitoring, and risk management, leading toward an Associate