Impact Finance - Syndications Fund Manager
U.S. Bank - Minneapolis, MN
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OverviewImpact Finance - Syndications Fund ManagerThe Syndications Fund Manager strengthens the firm/'s relationships with existing accounts and drives 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.ResponsibilitiesPrepare and deliver annual and quarterly reports to investors.Facilitate the preparation of syndicated funds’ financial models.Coordinate the preparation of syndicated funds’ annual audited financial statements and tax returns.Process syndicated funds’ legal documentation and invoices.Manage the needs of the syndicated funds from close to investor municate with internal Impact Finance Asset Managers and investors on lower tier requests to gain investor consent.Basic QualificationsTypically Bachelor/'s degree, or equivalent work experienceTypically five or more years of related experiencePreferred Skills/ExperienceStrong skills in financial analysis, understanding of financial models, and familiarity with internal rate of return conceptsUnderstanding of partnership tax returns, financial statements, tax concepts and/or partnership law and legal documentsBasic knowledge of risk assessment and evaluating targeted returns from investmentsAbility to prioritize work, initiate projects/tasks, and meet deadlines with minimal supervisionProficient computer navigation skills using a variety of software packages including Microsoft Office applications and financial modelsAbility to formulate creative solutions and think ‘outside of the box’Location ExpectationsThe 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.BenefitsHealthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawU.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-VerifyU.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 - $115,500.00U.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 fair chance ordinances. Some positions may be subject to FINRA, NMLS, Reg Z, Reg G, OFAC, the Bank Secrecy Act, and other guidelines.Posting may be closed earlier due to high volume of applicants.Seniority levelMid-Senior levelEmployment typeFull-timeJob functionFinance and SalesIndustries: BankingReferrals increase your chances of interviewing at U.S. Bank by 2xGet notified about new Fund Manager jobs in Minneapolis, MN. #J-18808-Ljbffr
Created: 2025-09-17