Elan Investment & Partnership Development Specialist

U.S. Bank•Horsham, PA

7d•$111,600 - $136,400•Hybrid

About The Position

The Investment & Partnership Development Specialist leads internal processes for Elan Partnership Development efforts to sign new partners and pursue related asset acquisitions. The role performs analyses of self-issuer credit card portfolios to create financial offers, oversees contract and due diligence processes, and develops case studies and targeting metrics. Success requires understanding Elan’s business model and competitive advantages, applying strategic judgment to business development efforts, managing multiple projects, and using finance, valuation, and investment decision principles. The specialist works with internal teams—including finance, risk, legal, and compliance—and collaborates with sales to evaluate opportunities, develop financial terms and recommendations, prepare forecasts and presentations, secure approvals, and complete deal closings. The role also conducts research into industry trends, competitors, portfolio performance, and model assumptions, and maintains business development processes and procedures. This position requires working from a U.S. Bank location three or more days per week. The listed pay range is $111,600 to $136,400; actual range may vary based on location. The position offers benefits subject to eligibility requirements.

Requirements

Bachelor’s degree with a focus on finance or a related field of study.
Working knowledge of loan portfolio analysis and valuation.
Knowledge of GAAP accounting standards and their application to financial institutions and loan portfolios.
Strong understanding of financial institution financial statements, including income statements, balance sheets, and cash flow.
Ability to create executive-ready written materials, presentations, and financial summaries using Microsoft Office tools such as Word and PowerPoint.
Ability to translate financial analysis into recommendations for partners.
Ability to create Excel-based analytical tools to support informed business decisions within a team environment.
Ability to make critical decisions independently and work effectively within a team.
Familiarity with banking and credit union business models and industry regulation.

Nice To Haves

Two or more years of experience in business development, investment banking, valuation, financial analysis, or a related industry.
Experience managing CRM or deal pipelines.
Experience using Microsoft Copilot.

Responsibilities

Lead deal processes with internal partners, including finance, risk, legal, and compliance, to set partnership terms, support contract negotiations, develop insource-versus-outsource analyses, communicate offers with the sales team, and evaluate profitability impacts for Elan and prospective partners.
Manage multiple projects across departments in a fast-paced environment and influence stakeholders at multiple organizational levels.
Collaborate with sales team members to move opportunities through the deal-stage process.
Analyze loan portfolio purchase opportunities, identify portfolio trends and profitability, and collaborate with sales and finance teams to determine financial terms that meet internal objectives and prospective partners’ needs.
Create financial pro forma forecasts and scenarios for sales presentations, comparing traditional insourced credit card payments with outsourced credit card issuing models.
Guide deals through internal due diligence with compliance, risk, and legal teams to obtain executive approvals and complete closing.
Conduct ad hoc research on industry trends, competitors, portfolio performance drivers, and model assumptions to support business objectives.
Maintain business development processes and procedures.
Obtain deal approvals and facilitate internal closing procedures.

Benefits

Medical, dental, and vision healthcare coverage.
Basic term and optional term life insurance.
Short-term and long-term disability coverage.
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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs.
Equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.