Lead Business Analyst – Hybrid, NYC
Broadridge
SQL
Subscription Finance Portfolio Management Analyst
U.S. Bank
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • New York, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $98,175 - $115,500 per year
Job Level
Mid-LevelSenior
About the role
- Partner with senior Portfolio Managers, 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
- 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
Requirements
- Bachelor’s degree, or equivalent work experience
- Typically six or more years of relevant experience
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- Experience in subscription finance or underwriting structured credit facilities for private equity clients
- Strong proficiency in Microsoft Office (Word, Excel, Outlook and PowerPoint), with an emphasis on Excel
- Ability to execute under tight timelines
- Strong technical and analytical skills, including financial statement analysis and risk assessment
- Excellent interpersonal, verbal, and written communication skills
- Ability to work independently and as part of a team
- Familiarity with investor types and their risk profiles
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial statement analysisrisk assessmentunderwritingcredit policyportfolio managementprocess improvementsubscription financecredit facilitiesanalytical skillstimeliness
Soft skills
interpersonal skillsverbal communicationwritten communicationteamworkindependenceorganizational skillsattention to detailproblem-solvingadaptabilitywork ethic
