Corp Banking Portfolio Mgr 7

U.S. Bank • Charlotte, NC

15d • Hybrid

About The Position

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 is a significant lender in the fund finance industry providing structured credit facilities to private equity funds, secured by the capital commitments of their limited partners. We are seeking an experienced portfolio manager to join our Portfolio Management and Underwriting team, supporting various investment fund strategies. This role offers a unique opportunity to work directly with top-tier private equity clients, lead strategic portfolio initiatives, and contribute to the growth of a high-performing, client-centric business. The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week.

Requirements

• Bachelor's or Master's degree in finance, accounting or other related field
• 10 or more years of banking experience
• Five or more years of management experience

Nice To Haves

• Strong leadership abilities and strategic management skills
• Thorough knowledge of division and relation to industry
• Considerable tact, diplomacy and people skills
• Experience in subscription finance and/or underwriting structured credit facilities for private equity clients.
• Strong proficiency in Microsoft Office Suite 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.

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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level