Join Associated Bank as a Power & Utilities Portfolio Manager - AVP, where you'll help manage and grow a specialized portfolio of power project finance and utility clients. In this role, you'll analyze complex transactions, support new business opportunities, and partner with cross-functional teams to deliver sound credit solutions. You'll have opportunities to deepen your expertise in project finance while building strong client relationships and advancing your career.
Key Accountabilities- Analyze new and existing power project finance and utility transactions to support sound credit decisions.
- Manage ongoing portfolio monitoring, including annual reviews, covenant compliance, risk ratings, and loan modifications.
- Prepare credit approvals, financial analyses, and presentation materials for new financing opportunities.
- Partner with Relationship Managers, Credit, Risk Management, Legal, and Operations to execute transactions from origination through closing.
- Review financial models, market studies, engineering reports, legal documentation, and project contracts to assess transaction risks.
- Support client onboarding, including KYC requirements, loan documentation, booking, funding, and closing activities.
- Maintain accurate portfolio records, credit files, and internal reporting to ensure compliance with bank policies and regulatory requirements.
- Mentor junior analysts and associates by sharing knowledge of credit processes, systems, and best practices.
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, corporate, commercial real estate, specialized banking, or credit approval experience.
- 3+ years of proficiency with Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.
- Valid driver's license and reliable transportation, if applicable.
Preferred- Experience in power project finance and utility lending.
- 2+ years of experience analyzing complex credit transactions and financial statements.
- 2+ years of experience working directly with clients or business partners.
- Formal credit training.
- Chartered Financial Analyst (CFA) designation or progress toward earning the credential.
Why You'll Love Working HereAt Associated Bank, you'll join a collaborative team where your expertise helps finance critical infrastructure projects that support communities and businesses. We invest in professional development, encourage continuous learning, and provide opportunities to grow within a specialized and evolving area of commercial banking.
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.
$95,270.00 - $163,320.00 per year
