U.S. Bank CDC Syndications - Senior Fund Manager (Renewable Energy) in San Diego, California
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The USBCDC Syndications Senior Fund Manager (SFM) focuses on managing and strengthening relationships with key investors and serves as a leader on the team by directing special projects, training engagements, and other initiatives that help advance the Fund Management objectives. This role has a strong emphasis on experience in the RETC/solar ITC space and helps develop the strategy, processes, and delivery measurement for service among all functional areas responsible for delivering to clients.
The Syndications area is responsible for supporting the distribution of products to institutional investors as a syndicate. Prepares and delivers annual and quarterly reports to investors, including quarterly updates to the syndicated funds’ tax benefit schedules. Facilitates the preparation of syndicated funds’ financial models, including adjustments to the to the tax benefit schedule upon receipt of final tax information for each syndicated fund. Communicates with internal USBCDC Asset Managers on lower tier consent requests. Coordinates the preparation of the syndicated funds’ annual audited financial statements and tax returns. Processes legal documentation and invoices related to syndicated funds.
Bachelor's degree, or equivalent work experience
Six or more years of related experience
Renewable energy experience preferred
Relationship management experience preferred
Advanced 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
Intermediate 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
Master’s degree and/or CPA preferred
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Salary range reflected is an estimate of base pay and is for the primary location. Base pay range may vary if an offer is made for work in a different location. Pay Range: $101,150.00 - $119,000.00 - $130,900.00
Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.
U.S. Bank will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.
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.