Portfolio Manager - Data Centers
About The Position
The Portfolio Manager - Data Centers supports the underwriting, credit monitoring, and portfolio management of new and existing project finance relationships in the data center sector. The role works closely with relationship managers, credit professionals, and other internal stakeholders to evaluate opportunities, manage portfolio risk, and support transactions from diligence through closing. It contributes to sound credit decisions and maintaining a high-quality portfolio. The position offers exposure to sophisticated project finance transactions and opportunities to build expertise in a specialized, growing sector. It involves underwriting, portfolio management, financial modeling, and cross-functional collaboration with banking and credit professionals.
Requirements
- Bachelor's degree in Business, Finance, Accounting, Economics, or a related field, or an equivalent combination of education and experience.
- At least 3 years of Commercial Banking, Corporate Banking, Commercial Real Estate Banking, Specialized Banking, and/or Credit Approval experience.
- At least 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.
Nice To Haves
- Experience in power project finance and utility-related lending.
- At least 2 years of experience handling complex credits and performing advanced financial analysis.
- At least 2 years of client-facing, sales, or partner relationship experience.
- At least 2 years of formal credit training.
- Chartered Financial Analyst (CFA) designation or progress toward obtaining the designation.
Responsibilities
- 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, including Know Your Customer (KYC) requirements, documentation management, and portfolio reporting.
- Assist in preparing presentations and recommendations for the loan approval process and help ensure compliance with credit policy and regulatory guidelines.
- Comply with applicable enterprise policies, procedures, laws, and regulations, including Bank Secrecy Act requirements.
- Report suspicious activity, customer complaints, procedure violations, and ethical concerns as required.
Benefits
- Retirement savings plans, including a 401(k) and pension plans.
- Paid time off to volunteer in the community.
- Diversity-focused Colleague Resource Groups.
- Professional development and advancement opportunities.
- Well-being programs and incentives.
- Parental leave.
- Employee stock purchase plan.
- Military benefits.
- Personal banking, loan, investment, and insurance benefits.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
