Portfolio Manager - Private Capital & Global Asset Management Group (PCGAM) – Leveraged Finance

NEW YORK, NYPosted a month ago

Job summary

• Job post source

  This job is directly from U.S. Bank

• Job overview

  The Portfolio Manager role in the Private Capital & Global Asset Management Group at U.S. Bank involves managing a subset of leveraged finance portfolio companies and participating in new transaction evaluations to support the bank's financial decision-making and growth.

• Responsibilities and impact

  The candidate will perform LBO and financial modeling, conduct quarterly borrower performance reviews, prepare credit approval memos, assess credit risk for new borrowers, and ensure compliance with underwriting policies to maintain portfolio quality.

• Compensation and benefits

  The role offers a salary range of $119,765 to $154,990 depending on location, along with comprehensive benefits including healthcare, life insurance, disability coverage, parental leave, 401(k) plans, paid vacation, holidays, adoption assistance, and sick leave accruals.

• Experience and skills

  Candidates should have a bachelor's degree or equivalent experience with 4-6 years in relevant finance roles, strong accounting and financial analysis skills, proficiency in Excel, Word, and PowerPoint, and the ability to work independently and under pressure; preferred backgrounds include corporate finance, credit, and mezzanine lending.

• Career development

  U.S. Bank offers a wide range of career opportunities allowing employees to learn new skills, try new roles, and grow professionally from day one.

• Work environment and culture

  U.S. Bank promotes a supportive and inclusive work environment valuing curiosity, humility, adaptability, and teamwork to achieve shared goals.

• Company information

  U.S. Bank is a major financial institution focused on helping customers and communities grow through smart financial decisions, offering diverse career paths and comprehensive benefits.

• Team overview

  The candidate will join the Leveraged Finance Group, working closely with underwriting and portfolio management teams on credit analysis and deal origination.

• Job location and travel

  The position may require periodic travel up to 10% for lender meetings and onsite visits, with the primary location influencing salary range.

• Application process

  Applicants must comply with U.S. Bank policies and complete background checks; the posting may close early due to high applicant volume.

• Unique job features

  The role involves working in a specialized leveraged finance group with opportunities to impact portfolio management and new deal origination using advanced financial modeling and credit analysis techniques.

Company overview

U.S. Bank, the fifth-largest commercial bank in the United States, provides a wide range of financial services including consumer banking, corporate banking, payment services, and wealth management. The company generates revenue through interest income from loans and mortgages, fees from banking services, and investment management. Founded in 1863, U.S. Bank has a rich history marked by strategic acquisitions and expansions, positioning itself as a leader in the financial industry. Notably, it has a strong emphasis on digital innovation and customer-centric solutions.

How to land this job

• Position your resume to highlight your expertise in LBO and financial modeling, emphasizing skills in DCF, sensitivity analysis, and credit risk evaluation, as these are core to the Portfolio Manager role at U.S. Bank.

• Focus on showcasing your experience with borrower performance reviews, credit rating recommendations, and preparing credit approval memos to align with the job's underwriting and portfolio management responsibilities.

• Apply through multiple platforms including U.S. Bank's corporate careers site and LinkedIn to maximize your application visibility and ensure your resume reaches the right recruiters and hiring managers.

• Connect with professionals in U.S. Bank's Private Capital & Global Asset Management Group on LinkedIn; initiate conversations by referencing recent leveraged finance deals or asking about the team's approach to credit risk management to break the ice.

• Optimize your resume for ATS by incorporating keywords such as 'leveraged finance,' 'LBO modeling,' 'credit analysis,' 'portfolio management,' and 'financial statement analysis' to pass automated screening systems effectively.

• Utilize Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application channels, and find LinkedIn contacts for networking, allowing you to focus more on interview preparation and skill development.