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U.S. Bank Director of Syndications Investor Strategy-CDC in Saint Louis, Missouri

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. 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.

Job Description

At U.S. Bank, we are passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we are one of the country's most respected, innovative and successful financial institutions. 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, disability or veteran status, among other factors.

This position will lead a team to drive investor financial strategy and play critical role in sourcing and maintaining investor relationships by meeting the financial needs of our investors from initial fund offerings to post close financial reporting in all asset classes. This position will manage a team who will work closely with the Syndications Business Development Team to strategize and compile fund offerings for potential investors, support the financial needs of the project management team to close transaction and be responsible for all the financial needs of the Fund Management team after we close the transactions including financial analysis, reporting, and true ups. The team will work closely with each business line of the CDC to coordinate pricing and financial models with the Syndications team. The team will research 10Ks and other investor information to determine potential investor prospects to market funds. There will be a need to understand the market in all tax credit asset classes. Finally, there is a high level of financial expertise required with excellent communication skills to understand, summarize, and explain complicated financial models.

Summary of Essential Job Functions

A successful candidate for the Director of Investor Strategy will demonstrate the ability or potential to lead a team to:

  • Design complicated fund offerings in all asset classes that meet the unique needs of different investors

  • Communicate with investors on specific details of fund offerings

  • Work with origination teams to coordinate pricing strategy and link to origination financial models

  • Meet the post-closing financial needs of the investor to support the Investment Fund Management team

  • Provide the necessary financial support to the investors and project management team throughout the closing process

  • Research and identify ideal customers to target with fund offerings

  • Manage staff of 1-3 initial people

Basic Qualifications

  • Bachelor’s degree in economics, finance, or accounting, or equivalent work experience

  • Four or more years of experience in financial services and/or real estate activities and/or environmental finance

  • Three or more years of CDC experience or comparable work experience

Preferred Skills/Experience

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

  • Excellent communication, customer relationship, and collaboration skills

  • Proficiency understanding and communicating financial models based on IRR and XIRR

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

  • Strong understanding of real estate, environmental finance, LIHTC transactions, NMTC transactions, and REITC transactions

Benefits:

Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.

Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers (https://www.usbank.com/careers/index.html) .

EEO is the Law

Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) 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 (https://www.usbank.com/careers/verification-of-eligibility-for-employment.html) .

Our 74,000 employees work across departments to help our millions of retail, business, wealth management, payment, commercial and corporate, and investment services customers across the country and around the world turn their dreams into reality. Our employees are empowered to create change and drive our future, and we pride ourselves on diligently and ethically upholding U.S. Bank’s best-in-class financial record and legacy of more than 150 years in banking. Most importantly, we put people first, cultivating and treasuring meaningful relationships with the customers we serve, the colleagues we support and the communities where we live and work.

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