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U.S. Bank · 1 day ago

Credit Portfolio Manager, Private Capital & Global Asset Management Group (PCGAM) – Leveraged Finance - Institutional Client Group

New York, NY

Full-time

Hybrid

Mid, Senior Level

$120K/yr - $141K/yr

4+ years exp

U.S. Bank is on a journey to help customers and businesses make better financial decisions. They are seeking a motivated individual to join their Leveraged Finance Group as a Credit Portfolio Manager, responsible for overseeing a subset of portfolio companies and evaluating new transaction opportunities.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Perform LBO / financial modeling (historical and pro forma cash flow and credit analysis modeling; DCF, sensitivity modeling) to facilitate evaluation of new transaction opportunities and ongoing portfolio review/monitoring

Perform on-going / quarterly borrower performance reviews / analysis and prepare quarterly monitoring reports and provide internal credit rating recommendations based on borrower performance

Prepare and assist in the presentation of new opportunity screening memos and new borrower credit approval memos / write-ups, as well as preparing and presenting amendment / incremental financing recommendations

Conduct borrower market diligence, borrower financial analysis, assessing key credit risk, to determine appropriate credit recommendations as part of the new borrower evaluation process

Develop an understanding for credit / underwriting policy and maintain accountability of oversight for assigned portfolio and quality of underwriting

Qualification

Financial modelingCredit analysisCorporate financeAccounting principlesExcel proficiencyCuriosityTeamworkAdaptability

Required

Bachelor's degree, or equivalent work experience

Four to six years of relevant experience

Preferred

Solid foundational grasp of general accounting principles, understanding of financial statements, financial analysis, and corporate finance understanding

Self-starter with willingness to work hard under pressure, while also developing ways to work smarter (assist in the improvement of tools, models, processes, etc.)

Ability to work independently and at times, in an opaque environment with limited oversight

Innate curiosity in different industries / companies, sponsor finance, banking, capital markets, and the private equity landscape

Team focused attitude with a sense of curiosity, humility, and adaptability to work towards a common goal – to see a transaction through to close

Highly proficient in Excel, Word, and PowerPoint

Degree in accounting / finance / economics preferred but not required

2 – 5 years of work experience in corporate finance, public accounting, senior credit (commercial, corporate, capital markets), mezzanine lending, and other similar backgrounds

Ability to travel periodically as needed (10%) to attend lender meetings, onsite visits, and travel to other U.S. Bank offices