Environmental Finance Portfolio Financial Analyst

U.S. Bank; New York (NY); On-site; USD 75,000 - 99,000; Full time

Job summary

U.S. Bank is seeking an Environmental Finance Portfolio Financial Analyst to provide financial performance analysis and compliance monitoring for tax credit investments. The role requires a Bachelor's degree in a relevant field and up to three years of related experience. You'll engage with customers and investment partners, ensuring compliance with Renewable Energy Tax Credit programs while supporting internal data systems.

Benefits

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation and holidays

Qualifications

• Typically Bachelor's degree with emphasis in Accounting, Finance, or related fields.
• Up to three years of related experience preferred.
• Knowledge of Environmental Finance preferred.

Responsibilities

• Track and review financial budgets, statements, and compliance reporting.
• Conduct financial performance analysis and risk assessment.
• Engage with customers and partners for reporting.

Skills

Analytical skills

Financial principles

Interpersonal skills

Communication skills

Education

Bachelor's degree in Accounting, Finance, Business Administration, Real Estate, Economics, or Taxation

Tools

Microsoft Excel

Job description

Join to apply for the Environmental Finance Portfolio Financial Analyst role at U.S. Bank

Join to apply for the Environmental Finance Portfolio Financial Analyst role at U.S. Bank

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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

U.S. Bank is currently seeking a strong candidate to join our growing team of environmental finance professionals as an Environmental Finance Portfolio Servicing Analyst. The Portfolio Financial Analyst provides financial performance analysis, risk assessment support and compliance monitoring for a portfolio of U.S. Bank tax credit investments and loans.

Essential Functions:

• Responsible for tracking, reviewing, and inputting annual operating budgets, quarterly financial statements, annual financial audits, as well as other required compliance reporting into internal U.S. Bank data systems
• Provide financial performance analysis, risk assessment support, operational performance analysis, and compliance monitoring for a portfolio of U.S. Bank tax credit investments and loans
• Ability to critically think to interpret and input information into our U.S. Bank system data fields before further analyzing performance and/or compliance
• Engage 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 Renewable Energy Tax Credit (RETC) programs.
• Effectively communicate financial, compliance, and operational performance to the Environmental Finance Asset Management team (including debt service coverage analysis, variance analysis, analysis of investment guarantors, compliance requirements and reporting requirements).
• Support a variety of internal parties, including but not limited to asset manager, project manager, syndication fund manager, transition management, tax analyst
• Support the onboarding, scheduling, and continuous monitoring of internal U.S. Bank data systems
  
  
  

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

• Knowledge of Environmental Finance preferred
• Considerable knowledge of financial principles and capable of reading and interpreting financial statements of partnerships, corporations, and individuals
• Strong interpersonal, written, and verbal communication skills
• Well-developed mathematical and analytical skills
• Ability to identify and resolve/escalate complex problems with minimal guidance
• High attention to detail with the ability to interpret data and identify and resolve exceptions
• Proficient Microsoft Excel skills and familiarity with relational database
• Experience and technical knowledge of tax credit financing is preferred
• Highly motivated and able to work independently
• Strong relationship management abilities
  
  
  

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 the E-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: $75,820.00 - $89,200.00 - $98,120.00

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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