The Portfolio Manager - Data Centers supports the underwriting, credit monitoring, and portfolio management of new and existing project finance relationships within the data center sector. This role partners closely with relationship managers, credit professionals, and other internal stakeholders to evaluate opportunities, manage portfolio risk, and support transactions from diligence through closing. The position plays a key role in delivering sound credit decisions and maintaining a high-quality portfolio.
Key Accountabilities- 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.
Education & ExperienceRequired- Bachelor's degree in Business, Finance, Accounting, Economics, or a related field, or an equivalent combination of education and experience.
- 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.
Preferred- Experience in power project finance and utility-related lending.
- 2+ years of experience handling complex credits and performing advanced financial analysis.
- 2+ years of client-facing, sales, or partner relationship experience.
- 2+ years of formal credit training.
- Chartered Financial Analyst (CFA) designation or progress toward obtaining the designation.
Why You'll Love Working HereYou'll have the opportunity to work on sophisticated project finance transactions while building expertise in a specialized and growing sector. This role offers meaningful exposure to underwriting, portfolio management, financial modeling, and cross-functional collaboration with experienced banking and credit professionals.
Apply today to make an impact.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.
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.
For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.
$95,270.00 - $163,320.00 per year
