Ascent Investment Associate

U.S. Bank • Seattle, WA

8d • Hybrid

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 division of U.S. Bank’s Wealth Management Group exclusively services a select number of UHNW clients with net worth’s greater than $75MM+. This tech forward Investment Associate (IA) should have a background in wealth management or investment services, be meticulous, and possess an intrinsic desire to succeed and grow within a high performing team. This candidate should be intelligent, confident, competitive, ambitious, and curious. The IA works collaboratively with the broader investment team to implement, monitor and maintain investment discipline and compliance for an open architecture, multi-asset class, fast growing investment business. At the direction and under the supervision of the senior investment professionals, key job functions will include documentation of investment policy statements, investment research and due diligence as appropriate, ongoing performance monitoring and reporting, compliance management, and one-off projects as needed. This position is not responsible for direct client relationship management.

Requirements

• 1–3+ years of experience in an investment-related role supporting UHNW clients, foundations, or endowments; family office experience preferred.
• Bachelor’s degree in finance, business, economics, or a related field.
• Working knowledge of core asset classes, including equities, fixed income, private capital, and real assets.
• Demonstrated interest in expanding investment knowledge and contributing to team and business objectives.
• Demonstrate a collaborative, proactive approach and a willingness to support the team across priorities as needed.

Nice To Haves

• family office experience preferred.

Responsibilities

• Utilize AI and automation tools to support efficient execution of repetitive processes for the investment team.
• Demonstrate advanced proficiency in Excel, PowerPoint, and other Microsoft Office applications, and maintain strong overall technology competency.
• Apply strong attention to detail and communicate effectively, both verbally and in writing.
• Provide investment support activities, including account opening, investment performance reporting and documentation, compliance support, completion of subscription agreements for private investments, and other operational activities that support a high-quality client experience.
• Prepare and deliver client materials and reports in a timely manner, as requested by the investment team.

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
• Number of Employees: 5,001-10,000 employees