Financial Solutions Advisor guiding clients in achieving financial goals through customized plans and investment strategies at Bank of America. Collaborating effectively while mitigating risks and enhancing client relationships.
About the role
- Portfolio Manager managing Subscription Finance for private equity clients at U.S. Bank. Leading strategic initiatives and underwrite diverse investment strategies to ensure client-centric growth.
Responsibilities
- Lead and partner with Subscription Finance Originations and Relationship Managers to manage and grow a portfolio of subscription lines and institutional client relationships
- Underwrite private equity funds across multiple strategies (buyout, secondaries, private credit, real estate et al.) and their underlying investors, applying credit policy to structure credit facilities including their borrowing bases
- Analyze a diverse range of investor types including pension funds, endowments, foundations, insurance companies, sovereign wealth funds, feeder vehicles and high-net-worth individuals
- Prepare comprehensive written and financial analyses, determine appropriate risk ratings, and present credit approval requests to senior credit committees
- Complete required loan booking system (nCino) fields and tasks with precision and timeliness
- Contribute to internal projects and initiatives aimed at improving process efficiency and portfolio performance
- Maintain strong stakeholder relationships through proactive communication and responsiveness
- Mentor junior team members and contribute to talent development across the group
- Represent the credit team in cross-functional forums and strategic planning sessions
Requirements
- Bachelor's degree, or equivalent work experience
- Six to eight years of relevant experience
- Experience in subscription finance and/or underwriting structured credit facilities for private equity clients
- Strong proficiency in Microsoft Office (Word, Excel, Outlook and PowerPoint), with an emphasis on Excel
- Familiarity with investor types and their risk profiles
- Ability to execute transactions under tight timelines
- Strong technical and analytical skills, including financial statement analysis and risk assessment
- Experience presenting to executive stakeholders and influencing senior decision-makers
- Excellent interpersonal, verbal, and written communication skills
- Ability to work independently and as part of a team
- Proficiency in credit systems such as nCino and other loan booking platforms
- Ability to identify, recommend and implement process improvements
- Strong work ethic, attention to detail, and organizational skills
- Ability to pivot quickly between projects and adapt to changing priorities
- Team-oriented mindset with a proactive approach to problem-solving
Benefits
- 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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