U.S. Bank

Impact Finance Syndications - Fund Manager - LIHTC/NMTC

$98KFull-time · Los Angeles, CA
✓ Verified live on the employer's own system · added 12 days ago
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Mid-level · 5+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 5+ years

Skills & tools

Accounts Payable Receivable

Benefits — mentioned in this posting

Remote / flexibleEquity / stock401(k) / retirement
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Full job description

The Impact Finance Syndications Fund Managers strengthen the firm's relationships with existing accounts and drive continuous service improvements with the ultimate focus on business retention. The Syndications Fund Manager will primarily focus on LIHTC/NMTC Funds and will be the primary face of U.S. Bancorp Impact Finance to upper tier investors on a post-close basis.

The Syndications area is responsible for supporting the distribution of products to institutional investors as a syndicate. The Syndications Fund Manager is responsible for preparing and delivering annual and quarterly reports to investors, facilitating the preparation of syndicated funds' financial models, coordinating the preparation of syndicated funds' annual audited financial statements and tax returns, processing of syndicated funds' legal documentation and invoices, and managing the various needs of the syndicated funds from close to investor exit.

Additionally, the Syndications Fund Manager communicates with internal Impact Finance Asset Managers and investors on lower tier requests to gain investor consent. At times, the Syndications Fund Manager will assist the Syndications Project Management team on pre-close activities.

Basic

Qualifications - Typically Bachelor's degree, or equivalent work experience - Typically five or more years of related experience

Preferred Skills/Experience - Strong skills in financial analysis, 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/tasks, and meet deadlines with minimal supervision - Proficient computer navigation skills using a variety of software packages including Microsoft Office applications and financial models

-Ability to formulate creative solutions and think 'outside the box'

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.

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: $98,175.00 - $115,500.00

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This posting was published by U.S. Bank on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.