At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Highly senior professional who is able to independently handle large sophisticated clients who are active market participants. Project management is a must which includes managing people on a team with common goals.  Coordinates closely with the Senior Business Development Officers and Associates, Senior Project Managers, and Senior Fund Managers to make sure their investor financial needs are met in each phase of the life of a syndication deal. Position will compile the fund offerings, closing projections, and post close reports for the most complicated transactions and the transactions with our top investors.

This role will support the Director of Investor Strategy in communicating with investors on the details of the financial offerings and other investor financial needs. This position will play a key role in communicating with challenging investors and complicated transactions to secure investor commitments. Position will also take leadership role for other investor strategy analysts. This leadership role will include working with other analysts to recommend investor strategy in all asset classes, potential investors to target, and pricing analysis to the Director of Investor Strategy. There is a high level of financial expertise, leadership skills, and collaboration required.

Summary of Essential Job Functions

Coordinate investor needs with Sr. BDAs, Sr. PMs, and Sr. FMs

Compile Fund offering for complicated transactions/customers

Compile other complicated financial needs of investors

Advise, review, and work with other analysts on strategy recommendations

Basic Qualifications

Bachelor's degree in finance or related field, or equivalent work experience

Typically 8 or more years of related experience in financial services industry

Preferred Skills/Experience

Leadership experience

MBA, CPA, JD, CFA or candidate for CFA, or comparable work experience

Advanced 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

Intermediate knowledge of risk assessment and evaluating targeted returns from investments

Self-starter and able to work in environment with minimal direction

Strong understanding of real estate and/or tax credit transactions across varying products

Strong statistical, analytical, and problem-solving skills needed

Excellent interpersonal, verbal and written communication skills

*This 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.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits: 

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

Healthcare (medical, dental, vision)

Basic term and optional term life insurance

Short-term and long-term disability

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 worked, up to 80 hours per calendar year unless otherwise provided by law

EEO is the Law

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.  

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

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: $126,820.00 - $149,200.00 - $164,120.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.