Job Description

Role Summary

As an Associate Portfolio Manager in Leveraged Finance, you will support the underwriting and monitoring of higherleverage commercial credits and assist with the evaluation of new sponsorbacked opportunities. You'll analyze financial performance, contribute to deal structuring, and help maintain strong credit quality across the portfolio. This role provides handson exposure to leveraged transactions, mentorship from senior team members, and opportunities to develop advanced credit skills.

Key Accountabilities

• Assist in the underwriting and analysis of leveraged and sponsorbacked credit opportunities, reviewing financials, cash flow, and deal structure.
• Support senior portfolio managers in preparing credit memos, due diligence summaries, and structure recommendations.
• Monitor an assigned portion of the leveraged finance portfolio, tracking borrower performance, repayment activity, and emerging risks.
• Collaborate with Relationship Managers, Credit, and Commercial Support teams to respond to client inquiries and ensure smooth deal execution.
• Identify potential crosssell opportunities across Treasury Management, Capital Markets, and other bank services.
• Prepare materials and participate in loan approval discussions, clearly presenting analysis and key considerations.
• Provide clients and prospects with relevant market insights using bankapproved sources.
• Represent Associated Bank by participating in community and business events to help strengthen brand presence.

Education and Experience

Required

• Bachelor's degree in Business, Finance, Accounting, or equivalent experience.
• 2+ years Commercial, Corporate, CRE, Specialized Banking, or Credit experience.
• 2+ years analyzing financial statements or supporting complex credit decisions.
• Valid driver's license and reliable transportation.

Preferred

• Experience with leveraged lending or sponsorbacked transactions.
• Formal credit training.
• Financial modeling experience.
• Customerfacing or sales exposure.

Why Youll Love Working Here

At Associated Bank, youll build your credit expertise while supporting sophisticated leveraged finance transactions and working closely with experienced team members. Youll gain meaningful exposure to sponsorbacked deals, develop analytical and structuring skills, and grow within a team that values learning and collaboration.

Benefits

• Retirement savings including 401(k) and pension plans.
• Paid time off to volunteer in your community.
• Opportunities to connect with others through diversityfocused Colleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including wellbeing programs and incentives, parental leave, employee stock purchase plan, military benefits and more.
• Personal banking, loan, investment, and insurance benefits.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact [email protected] if you need an accommodation at any time during the process.

$72,240.00 - $123,840.00 per year

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