Research and Due Diligence Analyst
- Employer
- US Bank
- Location
- Minneapolis, Minnesota
- Salary
- Base salary + annual bonus
- Closing date
- May 21, 2021
View more
- Job Function
- Wealth Management
- Industry Sector
- Asset Management
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
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
Company
U.S. Bank's Wealth Management Group offers investment management services, brokerage, financial planning, private banking, personal trust, and insurance services to a broad range of clients. The Ascent Private Capital Management serves ultra high net worth clients with more than $25 million in investable assets. We provide individuals and families with very significant assets and a multigenerational perspective. Ascent offers a high-touch service model of 5+ member teams with no more than 15 - 20 clients while providing leading-edge wealth impact planning strategies fully integrated with traditional wealth management advice and services. There is a strong focus on continuity of family legacy through education, stewardship, family governance and risk management. To learn more about Ascent and our offerings, please visit our website at: http://ascent.usbank.com/index
- Telephone
- -REQUIRED-
- Location
-
800 Nicollet Mall
BCMNH11W
Minneapolis
MN
55402
US
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