×
Register Here to Apply for Jobs or Post Jobs. X

Impact Finance - Subscription Finance and Private Equity Portfolio Manager

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: U.S. Bank
Full Time position
Listed on 2025-12-07
Job specializations:
  • Finance & Banking
    Financial Analyst, Risk Manager/Analyst
Job Description & How to Apply Below
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

Try new things, learn new skills and discover what you excel at—all from Day One.##
** Job Description
**** This role has multiple levels, open to candidates with six+ years of relevant experience. The successful candidate will be hired for the level of the position that aligns with their experience.
** U.S. Bank Impact Finance's Corporate Sales/Advisory and Private Equity (“CSA”) team is an investor and lender in the private equity fund industry. We provide direct equity investment as well as subscription credit facilities to private equity funds, secured by the capital commitments of their limited partners. We are seeking experienced portfolio managers to join our Portfolio Management and Underwriting team, supporting various investment fund strategies.

This role offers a unique opportunity to work directly with private equity clients, lead strategic portfolio initiatives, and contribute to the growth of a high-performing, client-centric business.

Primary Responsibilities
* Lead and partner with Relationship Managers and subscription finance originations 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 banks, 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.
* Maintain ongoing monitoring of our subscription line portfolio, including borrowing base compliance and covenant tests
* Monitor performance of the LP commitments to include tracking capital calls, distributions, NAV trends, and unfunded commitment
* Perform projections modeling and familiarity with valuation methods in private equity
* Managing annual and periodic reviews for private equity fund investments
** Basic Qualifications**  - Bachelor's degree, or equivalent work experience  - Six to eight years of relevant experience
** Preferred Skills/Experience
*** Experience in subscription finance and/or underwriting structured credit facilities for private equity clients.
* Experience in projection modeling and familiarity with equity valuation methods.
* 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…
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary