Investor Strategy Analyst

at  US Bank National Association

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 Fund Managers strengthen the firm’s relationships with existing accounts and driving continuous service improvements with ultimate focus on business retention. Develops the strategy, processes, and delivery measurement for service among all functional areas responsible for delivering to clients. The Syndications area is responsible for supporting the distribution of products to institutional investors as a syndicate. Prepares and delivers annual and quarterly reports to investors, including quarterly updates to the syndicated funds’ tax benefit schedules.
Facilitates the preparation of syndicated funds’ financial models, including adjustments to the to the tax benefit schedule upon receipt of final tax information for each syndicated fund. Communicates with internal Impact Finance Asset Managers on lower tier consent requests. Coordinates the preparation of the syndicated funds’ annual audited financial statements and tax returns. Processes legal documentation and invoices related to syndicated funds.

BASIC QUALIFICATIONS

• Typically Bachelor’s degree, or equivalent work experience
• Typically six or more years of related experience

PREFERRED SKILLS/EXPERIENCE

• Advanced 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
• Intermediate 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
• Master’s degree and/or CPA preferred
• Supervisory experience preferred
  Tag: INDMO

THIS 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.

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 la