Portfolio & Relationship Management Launchpad

Us Bank; Cincinnati (OH); Hybrid; USD 67,000 - 78,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Paid holidays

Parental leave

Job summary

U.S. Bank invites applications for a Portfolio and Relationship Management Development Program Analyst role, designed to build foundational skills in credit analysis, relationship management, and portfolio management within the Institutional Client Group.

You will receive structured credit training, participate in live credit transactions, and collaborate with seasoned credit officers and relationship managers.

Qualifications

• Pursuing a bachelor’s degree with expected graduation between Dec 2026 and Jun 2027.
• Strong foundation in financial and accounting principles.
• Available to start on Jul 1, 2027.

Responsibilities

• Prepare financial statement spreads, quarterly trend analyses, monitoring reports, and covenant tests.
• Conduct research and reporting using internal and external platforms to identify sector trends, risks, and opportunities.
• Analyze financial disclosures to support credit assessments and client evaluations.
• Monitor client risk profiles and contribute to internal assessments that inform credit decisions and product delivery.
• Support Portfolio Managers in preparing and presenting credit requests and sector reviews.
• Maintain compliance databases tracking financial reporting requirements, credit agreement terms, and key credit metrics.
• Assist Relationship Managers and Coverage Bankers with industry research, marketing materials, and client outreach strategies.
• Prepare client-facing materials including pitch books, briefing memos, and financial analyses.
• Maintain internal reporting tools such as pipeline trackers and CRM systems (e.g., Salesforce).
• Collaborate with cross-functional teams to deliver integrated client solutions.
• Build technical and business acumen through structured training, mentorship, and peer engagement.

Skills

Leadership potential

Problem-solving

Analytical skills

Communication skills

Relationship building

Attention to detail

Multi-tasking

Excel

PowerPoint

Bloomberg

Capital IQ

Salesforce

Education

Bachelor’s degree; graduation Dec 2026–Jun 2027

Tools

Excel

PowerPoint

Bloomberg

Capital IQ

Salesforce

Job description

U.S. Bank invites applications for a Portfolio and Relationship Management Development Program Analyst role, designed to build foundational skills in credit analysis, relationship management, and portfolio management within the Institutional Client Group.

You will receive structured credit training, participate in live credit transactions, and collaborate with seasoned credit officers and relationship managers.