Investment Analytics Group Analyst

 

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. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Investment Analytics Group Analysts are a critical part of our team and serve a broad base of institutional clients. This role provides analysts with the opportunity to build a solid foundation for a meaningful and growth-oriented career within the firm.

Analysts are results-driven and focused on meeting client needs, with responsibilities that include quantitative and qualitative analysis, financial modeling, due diligence, strategy research, presentations and reporting, data management, and client service.

Key responsibilities may include:

• Providing detailed investment portfolio reporting focused on key portfolio statistics, performance, and positioning given current market conditions.
• Presenting data and analyses in a clear and concise manner that enables the audience to quickly understand results and recommendations.
• Building and developing tools and dashboards to support investment analytics and internal and external reporting.
• Evaluating, building, and integrating new analytical tools to support evolving business and client needs.
• Performing capital market and economic research and analysis.
• Reviewing prospect and client information to support the development, implementation, and monitoring of new and/or revised products and services.

Basic qualifications:

• Bachelor’s degree, or equivalent work experience
• One to two years of experience in a finance, investment management, consulting, analytics, or related role
  

Preferred Skills/Experience:

• Strong interest in finance, consulting and/or investment management
• Basic understanding of financial terms, concepts, and applications
• Proficiency in Microsoft Excel and other Microsoft Office applications
• Basic experience in SQL and BI Tools (Tableau and or Power BI)
• Strong analytic skills with the ability to extract, collect, organize, analyze and interpret results to present insights clearly
• Strong attention to detail with an eye for catching errors, reconciling numbers and verifying accuracy of output and formulas
• Developed problem solving skills and a solutions-focused approach to addressing challenges
• Demonstrated ability to adapt to evolving business needs by learning and leveraging new technologies, systems, and workflows
• Outstanding teamwork and project execution skills with multitasking capability
• Exceptional communication and presentation skills across a diverse audience, fostering effective collaboration with cross-functional teams and clients
• Strong work ethic, initiative, adaptability, and willingness to help wherever needed
• Unwavering integrity and ethics

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits: 

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• 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

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,600.00 - 92,400.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.