Portfolio Manager - Power & Utilities

Associated Bank • Chicago, IL

3d • $74,620 - $127,920 • Onsite

About The Position

Join Associated Bank's Power & Utilities team and help manage a specialized portfolio of power project finance and utility client relationships. In this role, you'll analyze credit opportunities, support client relationships, and help drive sound lending decisions while building expertise in a growing industry. You'll collaborate with experienced banking professionals and gain opportunities to expand your credit and portfolio management skills.

Requirements

• Bachelor's degree in Business, Finance, Accounting, Economics, or a related field, or equivalent experience.
• 1+ years of commercial, corporate, commercial real estate, specialized banking, or credit approval experience.
• Proficiency with Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
• Valid driver's license and reliable transportation, if applicable.

Nice To Haves

• Experience in power project finance or utility lending.
• 1+ years of experience analyzing complex credit transactions.
• 1+ years of client-facing or relationship management experience.
• Formal credit training.
• Chartered Financial Analyst (CFA) designation or progress toward earning the designation.

Responsibilities

• Manage the credit quality and ongoing portfolio administration for Power & Utilities client relationships.
• Analyze financial statements, cash flow, and credit risk to evaluate new and existing lending opportunities.
• Prepare clear, comprehensive credit analyses, presentations, and recommendations for approval committees.
• Partner with Relationship Managers to support client needs and deliver exceptional service throughout the lending process.
• Monitor existing transactions, identify emerging risks, and recommend appropriate actions.
• Support loan documentation, credit administration, due diligence, amendments, waivers, and portfolio reporting.
• Develop industry knowledge by tracking market trends and maintaining expertise in the power and utilities sector.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level