Impact Finance - Real Estate Portfolio Financial Analyst
U.S. Bank is dedicated to helping customers and businesses make better financial decisions. The Impact Finance - Real Estate Portfolio Financial Analyst will provide financial performance analysis, risk assessment support, and compliance monitoring for a portfolio of tax credit investments, while engaging with customers and investment partners.
Responsibilities
- Provides financial performance analysis, risk assessment support and compliance monitoring for a portfolio of U.S. Bank tax credit investments
- Engages 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 New Market Tax Credit (NMTC), Low Income Housing Tax Credit (LIHTC), Historic Tax Credit (HTC) and Renewable Energy Investment Tax Credit (REITC) programs
Skills
- Typically Bachelor's degree with emphasis in Accounting, Finance, Business Administration, Real Estate, Economics, or Taxation, or equivalent work experience
- Typically one to two years of related experience
- Basic understanding of financial principles and capable of reading and interpreting financial statements of partnerships, corporations and individuals
- Strong customer service skills
- Ability to identify and resolve exceptions and to interpret data
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Experience and technical knowledge of real estate development, property management or tax credit financing is preferred
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
Company Overview