Investment Banking Analyst on Wells Fargo's REGAL team analyzing market strategies and preparing client presentations. Collaborating with clients and colleagues to deliver strategic insights.
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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