Portfolio Relationship Manager - Data Centers

Associated Bank - Corp; Massachusetts; On-site; USD 111,000 - 192,000; Full time

Job summary

A leading financial institution in Massachusetts seeks a Portfolio Relationship Manager responsible for managing high-profile transactions and leading a team. Candidates should have over 4 years of experience in credit underwriting and portfolio management and a strong understanding of commercial lending. This role offers competitive compensation and leadership development opportunities.

Benefits

401(k) and pension plans

Paid time off to volunteer

Professional development opportunities

Well-being programs and incentives

Parental leave

Employee stock purchase plan

Qualifications

• 4+ years of experience in credit underwriting, financial analysis, and portfolio management.
• 2+ years of industry knowledge in data centers, infrastructure, or commercial lending.
• Proven ability to manage client relationships and negotiate deal terms.

Responsibilities

• Partner with the Group Leader to source and execute new lending opportunities.
• Lead the underwriting and credit approval process.
• Oversee existing transactions, handling modifications and compliance.
• Act as a central point of contact for various stakeholders.
• Mentor and manage a team of portfolio managers.

Skills

Credit underwriting

Financial analysis

Portfolio management

Client relationship management

Financial modeling

Negotiation

Microsoft Excel

Microsoft PowerPoint

Education

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

Tools

Microsoft Office Suite

Job description

Overview

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 requires you to directly represent yourself and your own experiences during the recruiting and hiring process. 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!

Benefits

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

• 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.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank\'s anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact [e-mail] if you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

$111,860.00 - $191,760.00 per year