Power & Utilities Portfolio Manager - VP jobs in United States
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Associated Bank · 1 day ago

Power & Utilities Portfolio Manager - VP

Associated Bank is committed to creating an inclusive culture and is seeking a seasoned credit and portfolio management professional to join their team as a Power & Utilities Portfolio Manager - VP. In this role, you will be responsible for underwriting, credit monitoring, and managing complex client relationships in the power and utilities sector.

BankingFinancial ServicesWealth Management

Responsibilities

Lead underwriting and portfolio management for new and existing loan transactions in the power and utilities sector
Partner with Relationship Managers as a trusted client contact, helping structure deals, manage amendments, and deliver exceptional service
Monitor covenant compliance, track portfolio performance, and ensure adherence to credit policy, procedures, and regulatory standards
Review loan and legal documentation, borrowing requests, and disbursements to ensure accuracy and compliance
Collaborate with cross-functional partners in Risk, Legal, Loan Operations, and Credit
Support portfolio growth by driving loan and deposit activity, fee income, and referrals
Mentor and guide junior portfolio managers, fostering professional development and quality standards

Qualification

Portfolio managementUnderwritingCredit monitoringPowerUtilities financeCFA certificationSales experienceMentoringCross-functional collaboration

Required

Bachelor's Degree in Business, Finance or Accounting or other related discipline, or equivalent related experience
4+ years of Commercial, Corporate, Commercial Real Estate, Specialized Banking and/or Credit Approval Experience
4+ years of extensive experience handling complex credits
Must have access to reliable transportation and the ability to lawfully drive

Preferred

3+ years working in Specialized Finance - Energy
2+ years of sales experience
2+ years of formal credit training
CFA-Charted Financial Analyst

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.

Company

Associated Bank

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Associated Bank offers deposit and loan products.

Funding

Current Stage
Public Company
Total Funding
$300M
2024-11-14Post Ipo Equity· $300M
1978-01-13IPO

Leadership Team

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Andy Harmening
President and CEO
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Philip B. Flynn
President, Director & CEO
Company data provided by crunchbase