FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial reporting and analysis, with a strong focus on tax credit investments such as LIHTC, NMTC, and RETC. Proficient in financial modeling and Excel, with the ability to enhance investor relationships through strategic insights and effective communication.
Highest-signal resume keywords
Financial AnalysisFinancial ModelingTax Credit ExperienceExcel ProficiencyInvestor Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisFinancial ModelingCalculating IRRUnderstanding Financial ModelsPartnership Tax ReturnsFinancial StatementsTax ConceptsRisk AssessmentEvaluating Targeted ReturnsAd Hoc Financial Analyses
Soft Skills
Ability to Prioritize WorkInitiating ProjectsMeeting DeadlinesMinimal Supervision
Tools & Technologies
Microsoft Office ApplicationsFinancial Models
Industry Keywords
Investor RelationshipsInvestor ExperienceFund PerformanceAsset ManagersFund ManagersTax Credit InvestmentsNMTCLIHTCRETCPartnership Law
About the role
Key responsibilities & impact- Strengthen investor relationships through accurate, timely financial reporting
- Enhance the overall investor experience through continuous process and service improvements
- Prepare quarterly and annual investor reporting focused on investor benefits and fund performance
- Work closely with Asset Managers, Fund Managers, and cross-functional partners
- Support investors across tax credit investments, including NMTC, LIHTC, and RETC
- Develop fund projections
- Perform ad hoc financial analyses related to credit delivery, investor capital contributions, and fund performance
- Evaluate and communicate the impact of investment performance on investor benefits
- Provide insights supporting strategic decision-making
Requirements
What you’ll need- Typically Bachelor's degree, or equivalent work experience
- Typically five or more years of related experience
- Prior experience with tax credits, LIHTC, NMTC, HTC, RETC
- Financial modelling, calculating IRR, and Excel 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
- 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
Benefits
Comp & perks- 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
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension