ForgeApply · Job listing
Impact Finance Syndications - Fund Manager - LIHTC/NMTC
U.S. Bank
Tailor your resume for this U.S. Bank job in about a minute.
ForgeApply tailors your resume and cover letter to this exact posting, then hands you a ready-to-submit application for U.S. Bank's site. Free trial, no card required.
About this role
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 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.
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: • 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
Review our full benefits available by employment status here .
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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: $98,175.00 - $115,500.00
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.
Posting may be closed earlier due to high volume of applicants.
Salary insight
The midpoint of this range ($107k) is about 24% below the median disclosed salary for Chicago roles listed on ForgeApply ($140k across 755 jobs).
See full Finance & Accounting salary data for Chicago →
Based on live postings with disclosed pay on ForgeApply; refreshed daily. Not an estimate of this employer's offer.
Tailor your resume for this U.S. Bank role before you apply.
Tailor my resume for this jobSimilar jobs
- Portfolio Manager - Fund Finance — Raymond James · New York, New York - United States
- Legal Finance Manager — Viatris · Canonsburg, Pennsylvania, United States
- Infrastructure Finance - Portfolio Financial Analyst — U.S. Bank · Saint Louis, MO | Minneapolis, MN | Denver, CO
- Structured Finance Manager — Radiant-industries · El Segundo, CA
- Fund Finance Relationship Manager — Piermontbank · New York, NY
- Alternative Investment Tax Manager — U.S. Bank · Milwaukee, WI | Edison, NJ | Hackensack, NJ
- Financial Services Tax - Real Estate and Infrastructure Transactions Manager — PwC · NY-New York | FL-Miami | US-Hybrid
- Impact Finance - Construction Risk Monitoring Analyst — U.S. Bank · Saint Louis, MO | Denver, CO
More like this: Finance & Accounting Jobs · Finance & Accounting Jobs in Chicago · More jobs at U.S. Bank · Browse all jobs
Free ATS checker · How to Tailor Your Resume to a Job Description (Step by Step)