Senior Portfolio Financial Analyst – Infrastructure Finance

U.S. Bank

Environmental Finance Senior Portfolio Financial Analyst at U.S. Bank providing financial performance analysis on tax credit investments.

Posted 7/2/2026full-timeMinneapolis • Colorado, Minnesota, Montana, New York • 🇺🇸 United StatesSenior💰 $92,820 - $109,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, compliance monitoring, and operational performance analysis, particularly within the context of tax credit investments. Proficient in utilizing Microsoft Excel and relational databases to support financial reporting and data interpretation.

Highest-signal resume keywords

Financial AnalysisCompliance MonitoringEnvironmental Finance KnowledgeMicrosoft Excel ProficiencyTax Credit Financing Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBudget TrackingFinancial Statement InterpretationRisk AssessmentOperational Performance AnalysisData InterpretationVariance AnalysisDebt Service Coverage AnalysisProblem ResolutionMathematical Skills

Soft Skills

Interpersonal CommunicationWritten CommunicationVerbal CommunicationTeam CollaborationMentoring

Tools & Technologies

U.S. Bank Data SystemsRelational Database

Industry Keywords

Renewable Energy Tax CreditCompliance ReportingFinancial AuditsInvestment GuarantorsPartnership Reporting

About the role

Key responsibilities & impact

Responsible for tracking, reviewing, and inputting annual operating budgets, quarterly financial statements, annual financial audits, as well as other required compliance reporting into internal U.S. Bank data systems
Provide financial performance analysis, risk assessment support, operational performance analysis, and compliance monitoring for a portfolio of U.S. Bank tax credit investments and loans
Ability to critically think to interpret and input information into our U.S. Bank systems data fields before further analyzing performance and/or compliance
Engage as front-line contact with customers and investment partners to coordinate communication, requests for information, and financial and operational reporting
Interact with internal and external customers and project sponsors regarding partnership reporting requirements and programmatic compliance with the Renewable Energy Tax Credit (RETC) programs
Effectively communicate financial, compliance, and operational performance to the Environmental Finance Asset Management team for a complex portfolio (including debt service coverage analysis, variance analysis, analysis of investment guarantors, compliance, and reporting requirements)
Support a variety of internal parties, including but not limited to asset manager, project manager, syndication fund manager, transition management, tax analyst
Support the onboarding, scheduling, and continuous monitoring of internal U.S. Bank data systems
Participate in special projects, including the development and revision of internal process and procedures
Serves as a mentor to peers, assisting in continuous training and development of employees
Ability to work independently as well as collaboratively in a team environment

Requirements

What you’ll need

Typically a bachelor's degree with emphasis in Accounting, Finance, Business Administration, Economics, or Taxation, or equivalent work experience
Three to five years of experience in financial analysis activities
Knowledge of Environmental Finance preferred
Advanced knowledge of financial principles and capable of reading and interpreting financial statements of partnerships, corporations, and individuals
Strong interpersonal, written, and verbal communication skills
Well-developed mathematical and analytical skills
Ability to identify and resolve/escalate complex problems with minimal guidance
Proficient Microsoft Excel skills and familiarity with relational database
Experience and technical knowledge of tax credit financing is preferred
High attention to detail with the ability to interpret data and identify and resolve exceptions

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