U.S. Bank

Real Estate Portfolio Financial Analyst

U.S. Bank

full-time

Posted on:

Location Type: Office

Location: Saint Louis • Colorado • Minnesota • United States

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Salary

💰 $75,820 - $89,200 per year

About the role

  • 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) programs.

Requirements

  • Typically Bachelor's degree with emphasis in Accounting, Finance, Business Administration, Real Estate, Economics, or Taxation, or equivalent work experience
  • Typically up to three years of related experience
  • Advanced knowledge of financial principles and capable of reading and interpreting financial statements of partnerships, corporations and individuals
  • Excellent understanding of accounting rules and procedures, including the Generally Accepted Accounting Principles (GAAP)
  • Strong customer service skills
  • Well-developed mathematical and analytical skills
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
  • Advanced Microsoft Excel skills including VLOOKUP and pivot tables
  • Experience and technical knowledge of real estate development, property management or tax credit financing is preferred
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial performance analysisrisk assessmentcompliance monitoringfinancial statements interpretationaccounting rulesGenerally Accepted Accounting Principlesmathematical skillsanalytical skillsreal estate developmenttax credit financing
Soft Skills
customer servicecommunicationcoordination