Portfolio Relationship Manager
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank conducts a thorough background check on all new hires.
Drive strategic lending & build high-impact relationships. Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth.
In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals.
What you'll do :
- 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.
What you bring :
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).2+ years of formal credit training (preferred), but strong analytical and structuring skills are key.Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required.Why join us?
High-impact role - be at the center of complex, high-value transactions with direct visibility from leadership.Growth & leadership - take ownership of your portfolio while mentoring a team and shaping the future of our lending operations.Collaborative culture - work alongside top-tier professionals in a fast-paced, team-driven environment.Exciting industry - play a pivotal role in financing the infrastructure that powers the digital world.If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.