This job has closed.

U.S. Bank · 1 day ago

Impact Finance - Real Estate Portfolio Financial Analyst

Minneapolis, MN

Full-time

Hybrid

Entry, Mid Level

$67K/yr - $78K/yr

1+ years exp

U.S. Bank is dedicated to helping customers and businesses make better financial decisions. The Impact Finance - Real Estate Portfolio Financial Analyst will provide financial performance analysis, risk assessment support, and compliance monitoring for a portfolio of tax credit investments, while engaging with customers and investment partners.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

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

Qualification

Financial analysisRisk assessmentReal estate knowledgeCustomer serviceMicrosoft Office

Required

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

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