Associated Bank

Portfolio Relationship Manager - Data Centers

Associated Bank$118K — $203K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of experience in credit underwriting and portfolio management.
  • 2+ years of industry knowledge in data centers or commercial lending.
  • 2+ years of expertise in financial modeling and risk assessment.
  • 2+ years of proven client relationship management experience.
  • 4+ years of advanced Microsoft Suite skills.
  • Bachelor's degree in Finance, Accounting, or related field required.

Responsibilities

  • Partner with leadership to source and execute lending opportunities.
  • Lead the credit approval process to align with strategic goals.
  • Oversee existing transactions, including compliance and financial analysis.
  • Act as a central contact for all stakeholders involved in transactions.
  • Mentor and manage a team of portfolio managers to drive excellence.
  • Leverage industry knowledge for deal structure and due diligence.

Benefits

  • Retirement savings options including 401(k) and Pension plans.
  • Paid time off for community volunteerism.
  • Opportunities to engage in diversity-focused Colleague Resource Groups.
  • Professional development and advancement programs.
  • Additional benefits such as well-being programs, parental leave, and employee stock purchase plans.
Full Job Description
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. 

  • 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. 

$118,860.00 - $203,760.00 per year

About Associated Bank

Associated Bank is a regional bank that provides a wide range of financial products and services to individuals, businesses, and organizations. The bank offers personal and business banking, wealth management, and insurance services, and operates more than 200 locations throughout Wisconsin, Illinois, and Minnesota. Associated Bank was founded in 1861 and has a long history of serving its communities and customers. The bank is committed to providing exceptional customer service and building strong relationships with its customers.
Learn more about Associated Bank
Size
4,900 employees
Industry
Founded
1874

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