Subscription Finance Portfolio Management Analyst - Charlotte, United States - U.S. Bank

U.S. Bank Charlotte, United States

3 weeks ago

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 Analyst to join our portfolio management team in either Charlotte, NC or New York, NY.

Primary responsibilities will include:

Applying credit policy 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, and presenting results to team members and credit approval officers
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
Supporting SF's commitment to risk management and operational efficiency by championing continuous improvement in the policies, procedures, and tools employed by the business
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

Basic Qualifications:

Bachelor's degree, or equivalent work experience
2+ years of relevant experience at a financial institution or large corporation

Preferred Skills/Experience:

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 and financial statement analysis
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
A working knowledge of subscription finance market practices and terminology is preferred, but not required

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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):

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

EEO is the Law

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: $95, $112, $123,310.00

U.S. Bank accepts applications for this position on an ongoing basis.

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