PWM Portfolio Management Analyst

About the role

Private Wealth Management (PWM) Analysts share responsibility for soliciting, developing, managing, and retaining client relationships for PWM Investments. This position focuses on honing the technical aspects of a specialty area and developing superior client-facing skills needed to become a Portfolio Manager Partner. On-the-job training will teach the Analyst the technical aspects of Investments. Responsibilities include retention, development, and growth of high-net-worth relationships by creating prospecting strategies, conducting research, managing pipelines, and identifying new business opportunities with general oversight from an Advisor. The role also involves providing in-depth analysis of client financial statements using financial planning tools to recommend growth strategies.

Responsibilities

• Develop and retain high-net-worth client relationships through prospecting strategies and research.
• Manage client pipelines and identify new business opportunities with oversight from an Advisor.
• Provide in-depth analysis of client financial statements using financial planning tools and materials.
• Recommend strategies to prospects and clients to promote growth.

Requirements

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

Skills

• Good knowledge of departmental operations, policies, and U.S. Bank products and services.
• Effective interpersonal, verbal, and written communication skills.
• Strong client-facing skills.
• Ability to identify and resolve exceptions, interpret data, and solve complex problems with minimal guidance.
• Proficient computer navigation skills, including Microsoft Office applications.
• Well-developed analytical skills.
• Pursuit of professional credentials (e.g., CFP, CFA) is a plus.

Schedule

This role is hybrid. Team members typically spend three days a week at a U.S. Bank location, with flexibility for the other working days.

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.

Pay

The salary range for this role is $75,820.00 - $89,200.00, based on the primary location. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, and 401(k) contribution and pension (all benefits are subject to eligibility requirements).