Impact Finance - Real Estate Portfolio Financial Analyst

U.S. Bank Financial Performance Analyst

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.

This role has multiple levels, open to candidates with 1+ years of relevant experience. The successful candidate will be hired for the level of the position that aligns with their experience.

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.

Basic Qualifications

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

Preferred Skills / 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

Location Expectations

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.

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.

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 : $66,640.00 - $78,400.00

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.