Location: all cities,NY, USA
U.S. Bancorp Impact Finance (USBIF) is currently seeking a candidate to join our growing team of tax credit syndication professionals as a Project Manager (PM). The PMs responsibilities include leading the underwriting, structuring, negotiating, and closing of complex investments with tax equityinvestors. The PMs primary focus will be on tax equity syndications utilizing Renewable Energy Tax Credits (RETCs). The PM will lead the preparation and negotiation of legal documentation, preparation of financial models, provision of due diligence deliverables, obtainment of credit approval, and closing of investments. Primary Responsibilities Lead the closing of tax equity investments by investors; this includes traditional tax equity syndications as well as transfer transactions. Engage and manage third party professionals including attorneys, accountants and consultants. Review complex legal documents pertaining to structured credit arrangements and investments; work with counsel and business partners to negotiate with investors and manage risks on behalf of USBIF. Prepare, review, analyze and negotiate financial models and address investor questions and requests. Prepare and provide diligence materials requested by investors, counsel and/or consultants in furtherance of investors internal and external approval processes; reviews, analyzes and responds to questions or requests regarding the investment structure, underlying projects and/or USBIF. Prepare, submit and obtain internal investment approvals. Successfully transition closed investments to Syndication Fund Managers for ongoing management and investor relations. Coordinate with internal and external USBIF departments to facilitate underwriting and closing of project-level loans and investments. Close transactions in accordance with bank policies while managing customer expectations and timelines. Participate in special projects, including the development and revision of internal policies and procedures. Actively ensure compliance with the U.S. Bank Code of Ethics and all Anti?Money Laundering, Bank Secrecy Act, and information security policies and procedures. Follow account opening procedures and internal suspicious activity referral requirements and processes.