Ascent Family Office Data Analyst

U.S. Bank • Minneapolis, MN

4d

About The Position

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 The Ascent Family Office Data Analyst supports the health and accuracy of Ascent’s reporting ecosystem — primarily across Tableau, Addepar, and Salesforce. This role ensures that data flowing into dashboards and reports is complete, consistent, and reliable, enabling leaders to make confident, data‑driven decisions. In addition to traditional reporting responsibilities, this position increasingly focuses on leveraging AI‑enabled tools, including Microsoft Copilot, AI agents, Tableau and Power BI platform capabilities, to improve data operations, reduce manual effort, and enhance reporting scalability. The analyst is responsible for ongoing data integrity, including monitoring data quality across systems, reconciling discrepancies, validating data feeds, and troubleshooting issues that could impact reporting accuracy. The role will also incorporate AI‑assisted data validation, anomaly detection, and workflow automation to drive greater efficiency. A core function of this position is to build, enhance, and maintain Tableau dashboards and data sources, ensuring visualizations remain accurate, accessible, and aligned with evolving business requirements. The analyst will also support Addepar data maintenance and provide routine Salesforce reporting, helping ensure stakeholders have dependable insights into client, operational, and performance data. As a cross‑functional collaborator across analytics, operations, and front‑office teams, the Ascent Data Analyst keeps multi‑step workflows moving—communicating proactively, documenting processes clearly, and following through from data intake to final output. Increasingly, this includes identifying opportunities to streamline processes using AI, automation, and digital agents.

Requirements

• Bachelor’s degree.
• 1–3 years of experience in analytics, reporting, data operations, or a related field.
• Exposure to Microsoft Copilot, AI agents, or generative AI tools for data analysis, workflow optimization, or content creation.
• Experience with Microsoft Power Platform (Power Automate, Power Apps, Copilot Studio) for task automation or workflow optimization.
• Working knowledge of SQL (querying, joins, filtering, basic aggregation).
• Advanced Excel skills (PivotTables, XLOOKUP/INDEX‑MATCH, nested formulas); exposure to VBA for automation.
• Familiarity with Tableau (Desktop/Server).

Responsibilities

• Maintain data integrity across Tableau, Addepar, and Salesforce through routine quality checks, validation, and reconciliation using AI‑assisted checks with Microsoft Copilot and related tools to enhance accuracy and efficiency.
• Manage and optimize Tableau dashboards and data models, leveraging AI capabilities to accelerate insight generation, support dashboard creation, and improve performance.
• Deliver accurate data extracts and analysis for internal partners, using Copilot and generative AI to streamline dataset preparation, surface patterns, and summarize findings.
• Maintain and enhance reporting systems, including Addepar data structures and Salesforce reports/dashboards, using AI‑supported query building and workflow enhancements where applicable.
• Document and automate data workflows by updating data dictionaries, improving process clarity with AI‑enabled documentation tools, and identifying automation opportunities through Copilot, Power Automate, Power Apps, and AI agents.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level