PFMAM Arbitrage Rebate Financial Analyst

at  US Bank National Association

Philadelphia, PA 19103, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate30 Jan, 2025USD 75900 Annual31 Oct, 20241 year(s) or aboveForecasting,Exceptions,Analytical Skills,Financial AnalysisNoNo
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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

PFMAM, a division of U.S. Bancorp Asset Management, Inc., is currently seeking a qualified professional to join our Arbitrage Rebate Group. The Arbitrage Rebate Group provides federal tax compliance services to clients with proceeds of tax-exempt municipal bonds. Services include tax compliance calculations, investment cash flow and expenditure allocation analysis, investment valuations, and related consulting services.

Job responsibilities include the following:

  • Prepare tax compliance calculations and reports;
  • Create cash flow analyses, expenditure allocation analyses, and related analyses;
  • Review bond documents;
  • Manage the information flow between PFMAM clients, client counsel, and administrative support staff;
  • Communicate with clients on related matters;
  • Serve as a resource to internal management and business development staff;
  • Coordinate tax compliance calculations with third-party consultants;
  • Work on additional tax compliance or investment management projects;
  • Support sales, business development and service activities as appropriate.

Basic Qualifications

  • Bachelor’s degree, or equivalent work experience
  • Typically less than one year of related experience

Preferred Skills/Experience

  • Knowledge of fixed income investments
  • Basic knowledge of financial analysis techniques and general accounting procedures
  • Well-developed mathematical and analytical skills
  • Basic knowledge in financial analysis, forecasting, and planning
  • Ability to identify and resolve exceptions and to analyze data

Responsibilities:

THE 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.

Job responsibilities include the following:

  • Prepare tax compliance calculations and reports;
  • Create cash flow analyses, expenditure allocation analyses, and related analyses;
  • Review bond documents;
  • Manage the information flow between PFMAM clients, client counsel, and administrative support staff;
  • Communicate with clients on related matters;
  • Serve as a resource to internal management and business development staff;
  • Coordinate tax compliance calculations with third-party consultants;
  • Work on additional tax compliance or investment management projects;
  • Support sales, business development and service activities as appropriate

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


REQUIREMENT SUMMARY

Min:1.0Max:6.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Philadelphia, PA 19103, USA