- Both individually and by guiding the work of junior colleagues:
- Applying credit policy and industry expertise to underwrite and structure borrowing bases consisting of diverse investor types, including pension funds, endowments, foundations, insurance companies, sovereign wealth funds, other institutional investors, and high-net-worth investors
- Performing related credit analysis on the underlying investors
- Maintaining relevant data elements in SF's collateral management application and related portfolio management databases in support of internal reporting and portfolio surveillance
- Monitoring investor performance and internal/external credit ratings
- Contributing to the team's overall portfolio & risk management activities, including industry and geopolitical analyses pertinent to SF's collateral base
- Developing and maintaining reference guides and training materials to drive consistency and knowledge transfer
- Supporting SF's commitment to risk management and operational efficiency by championing continuous improvement in the policies, procedures, and tools employed by the business
- Contributing subject matter expertise during refinements to credit policy & procedures
- Supporting the ongoing training and development of more junior team members
- In furtherance of the foregoing responsibilities, partnering with members of SF's origination team, Commercial Real Estate and Corporate Banking portfolio management teams, Credit Risk Management, and other product stakeholders
- Bachelor's degree, or equivalent work experience
- Eight or more years of relevant experience
- Working knowledge of subscription finance market practices - particularly, the role of limited partners and related considerations
- Strong proficiency in Microsoft Office (Word, Excel, Outlook and PowerPoint), with an emphasis on Excel
- Excellent verbal and written communication skills, along with the ability to effectively partner with internal product and coverage groups
- Strong technical and analytical skills, including underwriting, financial statement analysis, and the ability to read and interpret legal documents
- Considerable experience with credit policies and procedures
- Effective organizational, multi-tasking, and prioritizing skills
- Strong work ethic and attention to detail
- Ability to work effectively, as well as independently, in a team environment
- Outstanding problem-solving skills with the ability to recommend and implement process and efficiency improvements
- Experience leading and/or training others
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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Subscription Finance Portfolio Manager - Charlotte, United States - U.S. Bank
Description
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
U.S. Bank's Subscription Finance ("SF") team provides financing to private equity funds through structured credit facilities secured by the capital commitments of the funds' limited partners (investors). The SF team is seeking an experienced underwriter to join our portfolio management team in Charlotte, NC.
Primary responsibilities will include:
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. 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. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $123, $144, $159,390.00
Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
