Private Capital Portfolio Manager - LBO & Credit

U.S. Bank; Charlotte (NC); On-site; USD 105,000 - 124,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Short-term and long-term disability

Pregnancy disability and parentalleave

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holiday opportunities

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a disciplined ICG Portfolio Manager for Private Capital & Acquisition Finance. You will perform LBO modeling, ongoing credit reviews, and portfolio monitoring while supporting deal teams on new transactions.

The role requires 4–6 years of relevant experience, strong financial analysis skills, and proficiency in Excel, Word, and PowerPoint. Travel about 10% and office-based collaboration at hub locations are expected.

Qualifications

• Bachelor's degree or equivalent required.
• Degree in accounting/finance/economics preferred but not required.
• 4–6 years of relevant experience.

Responsibilities

• Perform LBO / financial modeling (historical and pro forma cash flow and credit analysis modeling; DCF, sensitivity modeling) to facilitate evaluation of new transaction opportunities and ongoing portfolio review/monitoring.
• Perform on-going / quarterly borrower performance reviews / analysis and prepare quarterly monitoring reports and provide internal credit rating recommendations based on borrower performance. Hold accountability for an assigned group of portfolio credits.
• Prepare and assist in the presentation of new opportunity screening memos and new borrower credit approval memos / write-ups, as well as preparing and presenting amendment / incremental financing recommendations.
• Conduct borrower market diligence, borrower financial analysis, assessing key credit risk to determine appropriate credit recommendations as part of the new borrower evaluation process.
• Develop an understanding for credit / underwriting policy and maintain accountability of oversight for assigned portfolio and quality of underwriting.

Skills

Financial analysis

Corporate finance

Excel proficiency

Independent work

Travel readiness

Education

Bachelor's degree or equivalent

Accounting/Finance/Economics degree preferred

Tools

Excel

Word

PowerPoint

Job description

U.S. Bank is seeking a disciplined ICG Portfolio Manager for Private Capital & Acquisition Finance. You will perform LBO modeling, ongoing credit reviews, and portfolio monitoring while supporting deal teams on new transactions.

The role requires 4–6 years of relevant experience, strong financial analysis skills, and proficiency in Excel, Word, and PowerPoint. Travel about 10% and office-based collaboration at hub locations are expected.