Portfolio & Relationship Management Rotation Program

U.S. Bank; Northern (KY); Hybrid; USD 67,000 - 78,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Parental leave

Sick leave

Job summary

U.S. Bank is seeking motivated analysts for the Portfolio and Relationship Management Development Program within the Institutional Client Group.

You will receive structured credit training, work on live credit transactions, and support relationship management and portfolio review activities as part of a multi-year program. After one year, you’ll transition into Credit Analyst or Relationship Management Analyst roles, preparing client materials, analyzing disclosures, and monitoring risk in

Qualifications

• Currently pursuing a bachelor’s degree with an expected graduation date between December 2026 –June 2027
• Strong foundation in financial and accounting principles
• Available to start on July 12, 2027
• GPA of 3.0 or higher (preferred)
• Prior experience in banking, credit, financial analysis, or sales (preferred)
• Excellent problem-solving, analytical and communication skills

Responsibilities

• Prepare financial statement spreads, quarterly trend analyses, monitoring reports, and covenant tests
• Conduct research and reporting to identify sector trends, risks, and opportunities
• Analyze financial disclosures to support credit assessments and client evaluations
• Monitor client risk profiles and inform credit decisions and product delivery
• Support Portfolio Managers in preparing credit requests and sector reviews
• Maintain internal reporting tools and CRM systems
• Collaborate with cross-functional teams to deliver integrated client solutions
• Prepare client-facing materials including pitch books and memos

Skills

Financial analysis

Analytical thinking

Communication skills

Problem solving

Attention to detail

Multi-project management

Relationship building

Education

Bachelor's degree

Tools

Excel

PowerPoint

Bloomberg

Capital IQ

Salesforce

Job description

U.S. Bank is seeking motivated analysts for the Portfolio and Relationship Management Development Program within the Institutional Client Group.

You will receive structured credit training, work on live credit transactions, and support relationship management and portfolio review activities as part of a multi-year program. After one year, you’ll transition into Credit Analyst or Relationship Management Analyst roles, preparing client materials, analyzing disclosures, and monitoring risk in