PWM Analyst Investment

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

About the role

Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Investments. This position is focused on honing the technical aspects of a given specialty area and developing the superior client-facing skills needed to become a Portfolio Manager Partner. On-the-job training will focus on teaching the Analyst the technical aspects of Investments.

You will be responsible for retention, development, and growth of high-net-worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities with the general oversight of an Advisor. Provides Partners with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth. This is an operations-focused role designed to support the investment team and ensure the effective and efficient execution of client and investment processes.

Responsibilities

Primary Focus (80%):

• Generate and assemble client and portfolio review materials
• Handle compliance-related tasks and required documentation
• Complete and process Private Equity paperwork, subscriptions, and related forms
• Organize and upload contra-firm statements for new proposals and client reporting
• Maintain accurate records and ensure all materials meet internal and regulatory standards
• Provide day-to-day administrative support to senior Advisors and Partners

Secondary Exposure:

• Learn and grow in investment knowledge and experience with access to Senior Portfolio Managers, investment research, investment systems, and solutions
• Gain exposure to prospecting activities and pipeline management
• Work closely with experienced Advisors and Senior Portfolio Managers to better understand the private wealth business model

Qualifications

• Bachelor’s degree or equivalent work experience
• Up to three years of related experience

Skills

• Strong attention to detail and comfort working with forms, reports, and documentation
• Reliable, organized, and comfortable in a support-oriented role
• Comfortable multi-tasking
• Ability to follow defined processes in a compliance-driven environment
• Interest in the Private Wealth industry
• CFP® / CFA® interest is a plus but not required

Schedule

Hybrid schedule with 3+ days per week in the office

Pay

Pay Range: $75,820.00 - $89,200.00

Benefits

• 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