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Portfolio Manager-Syndications

UMB Open
Hybrid Denver CO Full-time Manager Investment & Corporate Development

At a glance

Manager-level Investment & Corporate Development role at UMB. Denver CO · full-time · $81,864–$120,406 base.

SalaryStated by UMB
$81,864 – $120,406
Base salary for this role, in USD per year, as published in the posting.
RoleInvestment & Corporate Development
SeniorityManager
LocationDenver CO
WorkplaceHybrid
EmploymentFull-time
Base pay$81,864–$120,406
PostedOct 23, 2026
Role brief

financeroles summary, based on the employer's posting.

What you'll do

  • Prepare deal marketing materials using credit analysis, and help shape syndicated transactions
  • Oversee existing syndicated loans, taking the lead on waivers, consents and amendments for UMB-led deals
  • Handle deal questions from outside bank partners and review loan documents for syndicated transactions
  • Coordinate closings and draws with Loan Administration, and track maturities and reporting deadlines for agented deals
  • Collect deal reports, update Debticate records and support internal reporting, education and market updates

What you bring

  • At least five years of commercial credit analysis experience
  • Working knowledge of Microsoft Suite
  • Clear analytical writing and verbal communication, with the ability to adjust your approach for different audiences
  • You can contribute to multidisciplinary teams and build productive relationships inside and outside the organization

Who this fits

This manager-level role suits someone with commercial credit analysis experience who can work independently while coordinating with internal teams and external bank partners. It is a hybrid position in the United States.

From the employer

As the Portfolio Manager – Syndications, you will assist with the efforts and growth of our Syndications platform. This position will report to the Manager of Loan Syndications and will work closely with the Transaction Manager - Loan Syndications and internal and external partners to assist with syndication activity. Internally, this is a key function of the organization as our Syndications platform continues to grow.

How you'll spend your time:

  • Prepare marketing materials for syndicated deals (requires credit analysis).
  • Assist with structuring syndicated transactions.
  • Manage portfolio of existing syndicated deals, including running point on waiver, consent and amendment activity for existing UMB-led deals.
  • Help manage deal-related inquiries from external bank partners.
  • Review and advise on loan documentation for syndicated transactions.
  • Coordinate with Loan Administration team for syndicated loan closings and ongoing draws for syndicated deals.
  • Create a database of all UMB-Agented deals with ticklers for maturities and reporting items.
  • Process and resolve inquiries and requests from external bank partners on existing syndicated deals.
  • Maintain contact management on third-party data site Debticate for syndicated deals and assist with ongoing calling efforts.
  • Manage collection of reporting items for syndicated deals from internal deal teams and posting to Debticate.
  • Engage with UMB Relationship Managers and other internal parties as it relates to syndicated transactions.
  • Assist with internal reporting, internal education and market updates.
  • Performs other duties as assigned.

We're excited to talk to you if:

  • You have a five years of Commercial credit analysis experience.
  • You have a solid working knowledge of Microsoft Suite.
  • You have persuasive and concise verbal and writing skills to write clear and precise analytical documents and to adapt communication style to different audiences.
  • You have demonstrated teamwork ability to contribute to multidisciplinary project teams.
  • You have ability to build and maintain positive relationships within and outside of UMB.
  • You have ability to act independently and resourcefully.
This position was posted on 10/23/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.



Compensation Range:

$81,864 - $120,406

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.


UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.


If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.


Opportunity

Investment & Corporate Development work from LinkedIn, X, Reddit and Upwork, in one list.

Each morning you get everything that fits, strongest first.

Investment & Corporate Development$80k+

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By the team behind financeroles.

Find me work
Opportunity

Investment & Corporate Development work from LinkedIn, X, Reddit and Upwork, in one list.

Each morning you get everything that fits, strongest first.

Find me work

By the team behind financeroles.