Portfolio Management Trainee - Banking Rotations

Zions Bancorporation; San Antonio (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Amegy Bank offers a Banker Development Program in Texas designed to train Credit Analysts into Portfolio Managers through classroom sessions in Houston and rotations across multiple banking groups. The program builds underwriting, risk management, and relationship skills, culminating in placement as an Associate in a lending group.

Participants gain hands-on experience in commercial, private, corporate banking, healthcare and not-for-profit sectors with structured progression and career

Qualifications

• Undergraduate or graduate major in Business or Economics (finance/accounting preferred).
• Minimum overall GPA of 3.0.
• 6 hours of accounting courses (9 preferred).
• Excellent communication and interpersonal skills.
• Leadership and self-motivation are valued.

Responsibilities

• Support rotation through 5-7 groups across Commercial, Private, Corporate Banking, Healthcare and Not-for-Profit.
• Underwrite financial analysis and credit packages.
• Participate in loan approvals and portfolio reviews.
• Shadow Relationship Managers in client meetings as appropriate.
• Build relationships with senior decision makers.

Education

Undergraduate or graduate major in Business or Economics

GPA 3.0

Accounting coursework (6-9 hours)

Tools

Credit analysis

Financial underwriting

Job description

Amegy Bank offers a Banker Development Program in Texas designed to train Credit Analysts into Portfolio Managers through classroom sessions in Houston and rotations across multiple banking groups. The program builds underwriting, risk management, and relationship skills, culminating in placement as an Associate in a lending group.

Participants gain hands-on experience in commercial, private, corporate banking, healthcare and not-for-profit sectors with structured progression and career