Research and Due Diligence Analyst

Recruiter
US Bank
Location
Minneapolis, Minnesota
Salary
Base salary + annual bonus
Posted
21 Apr 2021
Closes
21 May 2021
Ref
2021-0018194
Job Function
Wealth Management
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

This position uses quantitative and qualitative analysis to conduct searches to identify new money managers, monitor existing ones, or terminate outside ones in use by the Asset Management Group (AMG) and U.S. Bancorp Investment Inc. for the wealth management product platforms. Utilizes a combination of research tools, direct interviews and site visits to assess the strength and consistency of the investment philosophy, process, performance and people managing the strategies. Services include, but are not limited to, written and verbal analyses that advisors and portfolio managers use in the portfolio construction process, as well as management of their clients. Assesses the need for new strategies ensuring a rationalized product set of competitive managers across each asset class and investment style.

Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Zero to two years of research experience

Preferred Skills/Experience
- Basic understanding of investment management technical and fundamental analysis
- Basic knowledge and experience in techniques and quantitative analysis and decision modeling
- General understanding of the economy and market conditions and the impact on differing investment styles and strategies
- Ability to work independently as well as contribute to a team
- Strong analytical skills
- Demonstrated PC, advanced Excel and modeling skills
- Good verbal and written communication skills

 

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