Investment Analytics Group Analyst
About The Position
Investment Analytics Group Analysts are a critical part of U.S. Bank’s team and serve a broad base of institutional clients. The role provides an opportunity to build a solid foundation for a meaningful, growth-oriented career within the firm. Analysts are results-driven and focused on meeting client needs. Their work includes quantitative and qualitative analysis, financial modeling, due diligence, strategy research, presentations and reporting, data management, and client service. The position offers a hybrid/flexible schedule, with an expectation of working in the office three or more days per week and flexibility to work outside the office location on other days.
Requirements
- Bachelor’s degree or equivalent work experience.
- One to two years of experience in finance, investment management, consulting, analytics, or a related role.
Nice To Haves
- 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 such as Tableau and/or Power BI.
- Strong analytic skills, including the ability to extract, collect, organize, analyze, and interpret results and clearly present insights.
- Strong attention to detail, including catching errors, reconciling numbers, and verifying the accuracy of output and formulas.
- Developed problem-solving skills and a solutions-focused approach to addressing challenges.
- Ability to adapt to evolving business needs by learning and leveraging new technologies, systems, and workflows.
- Strong teamwork and project execution skills, including the ability to multitask.
- Exceptional communication and presentation skills across diverse audiences, and ability to collaborate effectively with cross-functional teams and clients.
- Strong work ethic, initiative, adaptability, and willingness to help wherever needed.
- Unwavering integrity and ethics.
Responsibilities
- Provide detailed investment portfolio reporting focused on key portfolio statistics, performance, and positioning in light of current market conditions.
- Present data and analyses clearly and concisely so audiences can quickly understand results and recommendations.
- Build and develop tools and dashboards to support investment analytics and internal and external reporting.
- Evaluate, build, and integrate new analytical tools to support evolving business and client needs.
- Perform capital market and economic research and analysis.
- Review prospect and client information to support the development, implementation, and monitoring of new or revised products and services.
Benefits
- Healthcare, including medical, dental, and vision coverage.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
