Portfolio Finance Associate Investment Manager

3 days ago


New York, New York, United States U.S. Bank Full time
About U.S. Bank

At U.S. Bank, we're committed to helping our customers and businesses make informed financial decisions. Our team is dedicated to enabling the growth and success of the communities we serve.

Job Description

This role involves providing financing to private equity funds through structured credit facilities secured by the capital commitments of the funds' limited partners. The successful candidate will be responsible for managing and growing a portfolio of subscription lines and related institutional CRE customer relationships, specializing in underwriting CRE private equity funds and their underlying investors.

  • Supporting senior Portfolio Managers and partnering with Relationship Managers to successfully manage and grow a portfolio of subscription lines and related institutional CRE customer relationships.
  • Applying credit policy to structure borrowing bases and underwrite a diverse range of investor types, including pension funds, endowments, foundations, insurance companies, sovereign wealth funds, other institutional investors, and high-net-worth investors.
Required Skills and Qualifications

To be successful in this role, you'll need:

  • A Bachelor's degree, or equivalent work experience.
  • 2+ years of relevant experience at a financial institution or large corporation.
  • A working knowledge of subscription finance and/or CRE market practices and underwriting considerations is preferred.
Benefits

We offer 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: $117,725.00 - $138,500.00 - $152,350.00.



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