Elan Investment & Partnership Development Specialist

US Bank; Minneapolis (MN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking an Investment & Partnership Development Specialist to lead internal processes for Elan Partnership Development and sign new partners.

The role requires expertise in finance, valuation, and investment decisions, with the ability to manage multiple projects and collaborate across departments to optimize terms and profitability. Responsibilities include guiding negotiations, due diligence, and preparing executive-ready analyses and presentations for internal and external

Qualifications

• Bachelor's degree with a focus on finance or related field.
• Two+ years in business development, investment banking, valuation, financial analysis, or related experience.
• Ability to analyze loan portfolios and understand portfolio valuation.
• Knowledge of GAAP accounting standards for financial institutions.

Responsibilities

• Lead the deal process with internal partners to set terms and evaluate profitability impacts.
• Manage multiple projects across departments in a fast-paced environment.
• Collaborate with sales to move opportunities through the deal stage.
• Analyze loan portfolio opportunities and determine optimal financial terms.
• Create pro forma forecasts and scenarios for insourced vs outsourced models.
• Navigate due diligence with compliance, risk, and legal teams to obtain approvals.

Skills

Financial analysis

Valuation

GAAP knowledge

CRM pipelines

Executive-ready presentations

Microsoft Copilot

Deal negotiation

Education

Bachelor's degree in finance or related field

Tools

Excel

PowerPoint

CRM system

Microsoft Copilot

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

The Investment & Partnership Development Specialist leads internal processes for Elan Partnership Development efforts to sign new partners and related asset acquisitions. Key functions include performing analyses of self-issuer credit card portfolios to create financial offers, overseeing the contract process, managing the due diligence process, and creating case studies and targeting metrics. Keys to success include the ability to understand Elan's business model and how we sustain our competitive advantages, to be strategic in driving Elan's business development efforts to manage multiple projects, and to have a deep understanding of finance, valuation, and investment decision principles.

Responsibilities

• Leads the deal process with internal partners, including finance, risk, legal, compliance, etc. to set partnership terms, support contract negotiations, develop insource versus outsource analysis, communicate offers with sales team, and evaluate the profitability impacts for both Elan and prospective partners.
• Manages multiple projects across departments in a fast-paced environment; able to influence stakeholders at multiple levels of the organization.
• Collaborate with sales team members to move opportunities through the deal stage process.
• Analyzes loan portfolio purchase opportunities, identify portfolio trends and profitability, and collaborate with sales team members and finance teams to determine optimal financial terms that meet internal objectives and the needs of our prospective partners.
• In support of sales presentations, creates financial pro forma forecasts and scenarios detailing performance under a traditional credit card payments insourced model versus an outsourced credit card issuing model.
• Shepherd deals through our internal due diligence process with compliance, risk, and legal teams to gain executive approvals and complete the closing process.
• Performs ad hoc research to analyze industry trends, competitors, portfolio key performance drivers, and various model assumptions to support business objectives.
• Maintains business development processes and procedures.
• Obtains deal approvals and facilitates internal closing procedures.

Basic Qualifications for this position

• Bachelor's degree with a focus on finance or related field of study.
• Prefer two or more years of experience in business development, investment banking, valuation, financial analysis, or related industry experience.

Additional Skills/Experience

• Have a working knowledge of loan portfolio analysis and valuation.
• Possess knowledge of GAAP accounting standards and how GAAP is applied to Financial Institutions and Loan Portfolios.
• Possess a strong understanding of financial institution financial statements, including income statement, balance sheet, and cash flow.
• Able to create executive-ready written materials, presentations, and financial summaries, utilizing Microsoft Office suite tools such as Word and PowerPoint.
• Able to translate financial analysis into partner-facing recommendations.
• Able to create Excel-based analytical tools to drive informed business decisions within a team environment.
• Able to make critical decisions independently and work well within a team environment.
• Is familiar with banking and credit union business models and industry regulation.
• Have experience managing CRM/deal pipelines.
• Have experience utilizing Microsoft Copilot.

Location Expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

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

• 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 calen