Impact Finance: Senior Investor Strategy Analyst - Los Angeles California

Company: Us Bank
Location: Los Angeles, California
Posted On: 01/26/2025

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 DescriptionHighly 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 recommendationsBasic Qualifications
  • Bachelor's degree in finance or related field, or equivalent work experience
  • Typically 8 or more years of related experience in financial services industryPreferred Skills/Experience
    • Experience working with tax credits, particularly LIHTC
    • NMTC preferred but not require
    • 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.
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