Portfolio Relationship Manager - Data Centers jobs in United States
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Associated Bank · 7 hours ago

Portfolio Relationship Manager - Data Centers

Associated Bank is dedicated to fostering an inclusive culture that values diverse perspectives. The Portfolio Relationship Manager will oversee high-profile data center transactions, managing loan processes and leading a team of portfolio managers to ensure successful deal execution and portfolio growth.

BankingFinancial ServicesWealth Management

Responsibilities

Be a Dealmaker – Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions
Own the Credit Process – Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework
Manage High-Value Portfolios – Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis
Build Key Relationships – Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience
Lead & Develop Talent – Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth
Navigate Complex Deals – Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space

Qualification

Credit underwritingFinancial analysisPortfolio managementFinancial modelingRisk assessmentLoan structuringClient relationship managementMicrosoft SuiteIndustry knowledgeTeam leadershipNegotiation skills

Required

4+ years of experience in credit underwriting, financial analysis, and portfolio management
2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending
2+ years of expertise in financial modeling, risk assessment, and loan structuring
2+ years of proven ability to manage client relationships and negotiate deal terms
4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access)
Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required

Preferred

2+ years of formal credit training (preferred), but strong analytical and structuring skills are key

Benefits

Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.

Company

Associated Bank

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Associated Bank offers deposit and loan products.

Funding

Current Stage
Public Company
Total Funding
$300M
2024-11-14Post Ipo Equity· $300M
1978-01-13IPO

Leadership Team

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Andy Harmening
President and CEO
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Philip B. Flynn
President, Director & CEO
Company data provided by crunchbase