New

Sponsor Finance Portfolio Analyst

BankTalent HQ
Open
life insurance, paid time off, 401(k), profit sharing
United States, Kansas, Kansas City
Jul 16, 2025
Position Summary The Sponsor Finance Portfolio Analyst is responsible for thoroughly analyzing real time financial and non-financial data to provide current and concise analysis so the team and its credit partners can continually assess and react to changes in a client's credit condition, financial performance trends, and future prospects. The analyst is essential to the team's risk management strategy and is expected to make recommendations to the business line Portfolio Managers and to construct and monitor the client portfolio consistent with Busey Bank's strategy and risk guidelines. Duties & Responsibilities Primary Responsibilities: Conduct in-depth fundamental analysis of companies including financial modeling, valuation, and competitive benchmarking. Perform macro and industry specific research to identify or confirm trends, risks, and opportunities. Provide actionable recommendations and present findings in a clear and concise manner. Assess financial conditions, trends, and prospects and update forecasts and theses as new information is available to ensure credit facilities are properly risk graded and will continue to meet the credit and financial requirements for Sponsor Finance asset quality and policy compliance as determined by Busey Bank's Credit Policy. Build and maintain financial models and scenario analyses. Regularly engage investor FP&A and business improvement teams as well as the operating business's senior leadership to share insights and analysis. Provide detailed financial analysis and due diligence support for new opportunities and new Permitted Acquisitions including participating in conference calls and in-person meetings. Prepare Level of Interest memos ("LOIs") and indicative term sheets and review definitive credit documentation to ensure consistency with approved terms and conditions. Prepare periodic reports, including but not limited to, Quarterly Portfolio Reviews. Provide support, as requested, to Underwriting, Credit and the Senior Credit Risk Officer (SCRO) in managing loans and pipeline, including but not limited to relaying relevant information. Establish and maintain favorable relationships with current and prospective clients and family office sponsors Participate in relevant business organizations. Regularly attend networking events. Pursue learning activities that develop and advance job-related skills. Interact with internal and external clients while providing extraordinary service. Develop and maintain trusted, positive relationships with other employees, clients, and vendors. Represent the Bank in a highly professional manner. Complete job assignments in a professional, timely and efficient manner; organize and prioritize work. Maintain confidentiality; adhere to Bank policies and procedures; comply with laws, regulations, and industry best practices. Reliable and predictable onsite attendance. Education & Experience Knowledge of: Advanced Excel and financial modelling skills. Strong understanding of finance, accounting, and business valuation with an ability to analyze and interpret numerical data. High financial acumen and high level of problem-solving skills. Able to analyze and interpret financial data and solve problems where advanced and technical concepts are applied. Ability to: Self-starter with excellent time and project management skills, and a demonstrated ability to manage multiple tasks and adjust priorities as needed. Able to perform duties and make informed decisions under time pressure. Can maintain mental focus for extended periods of time. Effective oral and written communication skills. Demonstrates the ability to clearly articulate complex financial data. Strong intellectual curiosity, analytical mindset and attention to detail. Dependable and adaptable teammate who demonstrates professionalism and an unrelenting focus on internal and external clients. Education and Training: Requires a 4-year college degree with an emphasis in Finance, Economics, Accounting or a related field (MBA or CFA preferred). Requires minimum four years of relevant experience in investment research, asset management, private equity or banking with a college degree or two years relevant experience with an MBA or CFA. Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $79,249.00 - $109,000.00 annually) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.