Syndications Project Manager – CDC – St. Louis, MO-190041568
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.
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.
The Syndications Project Manager (PM) will be responsible for structuring the Syndications transactions as well as negotiating and closing the legal documents. The Syndications PM will have the opportunity to work across all of the credit types that USBCDC invests in, namely Low Income Housing Tax Credit (LIHTC), Renewable Energy Tax Credit (RETC), New Markets Tax Credit (NMTC), and Historic Tax Credit (HTC) transactions. Additionally, the Syndications PM will be responsible for reviewing and understanding all legal documents and financial projections before releasing for the investors’ review. This role requires collaboration and coordination with both internal and external relationships, including other USBCDC production teams, syndicated investors, accountants, consultants, and attorneys.
Summary of Essential Job Functions
A successful candidate for the Syndications Project Manager position will demonstrate the ability or potential to:
- Structure syndications transactions in a manner that is both marketable to investors and compliant with all tax, legal, and regulatory considerations
- Negotiate legal documents with investors and counsel and close syndications transactions
- Interact regularly with other Production and Asset Management teams throughout USBCDC
- Manage external relationships with investors to ensure we are providing exceptional customer service while also representing USBCDC’s best interests
- Manage external relationships with third party advisors, including attorneys, accountants, and consultants, to make sure that work is being performed in an effective and efficient manner
- Create and review financial models that reflect the economics of proposed tax credit syndication opportunities
- Support business development in its efforts to generate new Syndications opportunities
- Assist with the compilation of lower tier deals to ensure the available inventory is utilized as efficiently as possible
- Periodic travel associated with investor meetings and pursuits
- Lead and assist with efforts in exploring new Syndications platforms, products, and revenue opportunities
Qualifications
Basic Qualifications
- Bachelor’s degree in finance or accounting, or equivalent work experience
- Four or more years of experience in financial services and/or real estate activities
- 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 time management and communication skills and strong analytical and problem-solving skills
- Proficiency using Microsoft Excel and ability to run and develop financial models based on IRR and XIRR
- Self-starter able to work in environment with minimal direction
- Strong understanding of real estate and/or tax credit transactions and legal documentation
Job Product Management
Primary Location Missouri-MO-Saint Louis
Shift 1st – Daytime
Average Hours Per Week 40
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