Impact Finance - Syndications Investor Strategy Analyst

U.S. Bank•St. Louis, MO

8d•$111,095 - $130,700

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 continuous process and service improvements. 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 to support investors across New Markets Tax Credits (NMTC), Low-Income Housing Tax Credits (LIHTC), and Renewable Energy Tax Credits (RETC). The role also develops fund projections and conducts 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 to support 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 experience with Excel.
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.
Work with Asset Managers, Fund Managers, and cross-functional partners to support investors across tax credit investments.
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.
Provide insights that support strategic decision-making.
Contribute to continuous process and service improvements that enhance the investor experience.

Benefits

Healthcare coverage, including medical, dental, and vision.
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 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, 401(k) contribution, and pension, subject to eligibility requirements.