Data Center Portfolio Finance Manager

Associated Bank - Corp; Chicago (IL); Sur place; USD 95 000 - 163 000; Plein temps

Résumé du poste

Associated Bank's Portfolio Manager - Data Centers role focuses on underwriting, credit monitoring, and portfolio management of project finance in the data center sector. You will collaborate with relationship managers, credit professionals, and internal stakeholders to evaluate opportunities, manage risk, and support diligence through closing.

The position requires a Bachelor's degree and 3+ years in commercial banking-related areas, with strong MS Office skills.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, Economics, or a related field.
• 3+ years of Commercial Banking, Corporate Banking, Commercial Real Estate Banking, Specialized Banking, and/or Credit Approval experience.
• 3+ years of experience using Microsoft Office applications, including Excel, Word, Outlook, Access, and PowerPoint.
• Ability to maintain access to reliable transportation and lawfully drive, if applicable.

Responsabilités

• Analyze financial statements, operating performance, and project information to evaluate credit opportunities and support lending decisions.
• Underwrite new transactions by conducting due diligence, preparing credit packages, and assisting with transaction execution and closing activities.
• Monitor and manage an existing portfolio of client relationships, including annual reviews, amendments, covenant compliance, and risk rating assessments.
• Review and summarize market studies, engineering reports, financial models, legal documentation, and other diligence materials to support investment and credit recommendations.
• Partner with relationship managers and internal business partners to deliver a seamless client experience and address credit-related matters.
• Develop and maintain financial models, including cash flow forecasting, debt financing structures, and transaction analyses.
• Support client onboarding activities, including Know Your Customer (KYC) requirements, documentation management, and portfolio reporting.
• Assist in preparing presentations and recommendations for the loan approval process while helping ensure compliance with credit policy and regulatory guidelines.

Formation

Bachelor's degree in Business, Finance, Accounting, Economics, or a related field

Description du poste

Associated Bank's Portfolio Manager - Data Centers role focuses on underwriting, credit monitoring, and portfolio management of project finance in the data center sector. You will collaborate with relationship managers, credit professionals, and internal stakeholders to evaluate opportunities, manage risk, and support diligence through closing.

The position requires a Bachelor's degree and 3+ years in commercial banking-related areas, with strong MS Office skills.