Impact Finance - Transition Associate
Core
Oversees onboarding activities for tax credit investments, syndications, and loans; analyzes legal documentation for complex structures and extracts key information for investment management.
Role type
Associate, tax credit investment and loan compliance
Builds
Investment portfolios and loan structures for U.S. Bancorp Impact Finance
Domain
Commercial real estate finance and tax credit investing
Required skills
Legal document analysis, compliance process support, data extraction, financial structure comprehension, multi-task management
Preferred skills
Knowledge of IRC sections 42, 45D, 47, or 48, commercial real estate experience, tax credit financing experience
Technologies
Microsoft Office applications
Responsibilities
Analyze and interpret legal documentation for tax credit investments and loans, extract key information for investment management, support compliance processes related to SOX, OFAC, and CRA
Seniority
Entry-level to Mid-level, individual contributor