Job DescriptionThe Impact Finance Syndications Investor Strategy Analyst plays a key role in strengthening investor relationships by delivering accurate, timely financial reporting and enhancing the overall investor experience through continuous process and service improvements.
The Analyst is responsible for preparing quarterly and annual investor reporting focused on investor benefits and fund performance. Working closely with Asset Managers, Fund Managers, and cross-functional partners, the Analyst will support investors across a diverse portfolio of tax credit investments, including New Markets Tax Credits (NMTC), Low-Income Housing Tax Credits (LIHTC), and Renewable Energy Tax Credits (RETC).
The Analyst will also develop fund projections and perform ad hoc financial analyses related to credit delivery, investor capital contributions, and fund performance. This role requires a strong focus on evaluating and communicating the impact of investment performance on investor benefits while providing insights that support strategic decision-making.
Basic Qualifications
- Typically Bachelor's degree, or equivalent work experience
- Typically five or more years of related experience
Preferred Skills/Experience
- Prior experience with tax credits, LIHTC, NMTC, HTC, RETC
- Financial modelling, calculating IRR, and Excel experience
- Strong skills in financial analysis, understanding of financial models, and familiarity with internal rate of return concepts
- Understanding of partnership tax returns, financial statements, tax concepts and/or partnership law and legal documents
- Basic knowledge of risk assessment and evaluating targeted returns from investments
- Ability to prioritize work, initiate projects/tasks, and meet deadlines with minimal supervision
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications and financial models
Benefits:Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
- 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
Review our full benefits available by employment status here.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00
Posting may be closed earlier due to high volume of applicants. 
