Impact Finance - Syndications Investor Strategy Analyst

U.S. Bank National Association; Denver (CO); On-site; USD 111,000 - 131,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Paternity/maternity leave

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking an Impact Finance Syndications Investor Strategy Analyst to strengthen investor relationships by delivering accurate, timely financial reporting and improving the investor experience.

You will work with Asset Managers and cross-functional partners across NMTC, LIHTC, and RETC portfolios. The role focuses on preparing investor reporting, developing fund projections, and analyzing investment performance to support strategic decisions.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Five or more years of related experience.
• Experience with tax credits (LIHTC, NMTC, HTC, RETC).
• Strong financial modelling, IRR, and Excel skills.
• Understanding partnership tax returns and related tax concepts.

Responsibilities

• Prepare quarterly and annual investor reporting.
• Develop fund projections and perform ad hoc analyses.
• Support investors across a portfolio of tax credit investments.
• Communicate impact of investment performance on investor benefits.

Skills

Financial modelling

IRR calculations

Excel experience

Financial analysis

Tax credits knowledge

Education

Bachelor's degree or equivalent work experience

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

The 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.

• Typically Bachelor's degree, or equivalent work experience
• Typically five or more years of related 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

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 calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

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.

equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements).

Pay Range: $111,095.00 - $130,700.00

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.