Impact Finance - Syndications Investor Strategy Analyst

U.S. Bank • Denver, CO

7d

About The Position

The Impact Finance Syndications Investor Strategy Analyst strengthens investor relationships by delivering accurate, timely financial reporting and improving the investor experience through ongoing process and service enhancements. The Analyst prepares quarterly and annual investor reporting focused on investor benefits and fund performance.

Working with Asset Managers, Fund Managers, and cross-functional partners, the Analyst supports investors across a portfolio of tax credit investments, including New Markets Tax Credits (NMTC), Low-Income Housing Tax Credits (LIHTC), and Renewable Energy Tax Credits (RETC). The role also develops fund projections and performs ad hoc financial analyses related to credit delivery, investor capital contributions, and fund performance. It evaluates and communicates how investment performance affects investor benefits and provides insights for strategic decision-making.

Requirements

• Typically a bachelor's degree or equivalent work experience.
• Typically five or more years of related experience.

Nice To Haves

• Prior experience with tax credits, including LIHTC, NMTC, HTC, or RETC.
• Financial modeling experience, including calculating IRR, and Excel experience.
• Strong financial analysis skills, 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.
• Basic knowledge of risk assessment and evaluating targeted returns from investments.
• Ability to prioritize work, initiate projects or tasks, and meet deadlines with minimal supervision.
• Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications and financial models.

Responsibilities

• Prepare quarterly and annual investor reporting focused on investor benefits and fund performance.
• Support investors across a portfolio of NMTC, LIHTC, and RETC investments in collaboration with Asset Managers, Fund Managers, and cross-functional partners.
• Develop fund projections.
• Perform ad hoc financial analyses related to credit delivery, investor capital contributions, and fund performance.
• Evaluate and communicate the impact of investment performance on investor benefits.
• Contribute insights that support strategic decision-making.
• Help improve the investor experience through continuous process and service improvements.

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 an employer-funded retirement plan.
• Paid vacation of 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 program.
• Pension.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior