Affordable Housing - Real Estate Financial Analyst

U.S. Bank; St. Louis (MO); Hybrid; USD 66,000 - 87,000; Full time

Job summary

An established industry player is seeking a detail-oriented financial analyst to support tax credit investments. This role involves analyzing financial performance, assessing risks, and ensuring compliance with various tax credit programs. You'll engage with customers and partners, providing critical insights and facilitating effective communication. With a hybrid work schedule, this position offers flexibility while being integral to the company's mission of helping communities thrive. Join a team that values your unique potential and provides opportunities for growth and development from day one.

Benefits

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Short-term and long-term disability

Paid holidays

Adoption assistance

Sick and Safe Leave accruals

Qualifications

• Bachelor's degree or equivalent work experience required.
• Up to three years of related experience preferred.

Responsibilities

• Conduct financial performance analysis for tax credit investments.
• Coordinate communications with customers and investment partners.
• Ensure compliance with various tax credit programs.

Skills

Financial Analysis

Risk Assessment

Customer Service

Data Interpretation

Problem Solving

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

Bachelor's degree in Business Administration

Bachelor's degree in Economics

Bachelor's degree in Real Estate

Tools

Microsoft Office

Job description

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

Provides financial performance analysis, risk assessment support and compliance monitoring for a portfolio of U.S. Bank tax credit investments. Engages as front-line contact with customers and investment partners to coordinate communications, requests for information and financial and operational reporting. Interacts with internal and external customers, general partners and project sponsors regarding partnership reporting requirements and programmatic compliance with the New Market Tax Credit (NMTC), Low Income Housing Tax Credit (LIHTC), Historic Tax Credit (HTC) and Renewable Energy Investment Tax Credit (REITC) programs.

Basic Qualifications

• Typically Bachelor's degree with emphasis in Accounting, Finance, Business Administration, Real Estate, Economics, or Taxation, or equivalent work experience

• Typically up to three years of related experience

Preferred Skills/Experience

• Advanced knowledge of financial principles and capable of reading and interpreting financial statements of partnerships, corporations and individuals

• Strong customer service skills

• Ability to identify and resolve exceptions and to interpret data

• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

• Experience and technical knowledge of real estate development, property management or tax credit financing is preferred

Tag: INDMO

* Th is role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants .

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 (some may vary based on role, location or hours):

• 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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.

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: $66,640.00 - $78,400.00 - $86,240.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.