Principal Research Analyst - Fixed

U.S. Bank National Association • Minneapolis, MN

2d • 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
Initiates and conducts research relating to investment suitability of various individual or classes of securities using sources such as annual or industry reports, trade journals, technical periodicals, and brokers' and management reports. Discusses with senior management of assigned corporations and entities items such as industry or company trends in research and development, order backlogs, current and projected sales, trade position, labor relations, plant capacity, cash flows, etc. Discusses various companies, industries, and other entities with other professional securities analysts both inside and outside the company.
Prepares or supervises the preparation of research reports to be presented to investment officers or committees that often include buy, sell, or hold recommendations. Assists in analyzing the composition of investment portfolios and recommending portfolio strategies to fulfill investment objectives. Participates in client meetings as necessary, serving in a client‑facing capacity to discuss research, analysis, and portfolio recommendations.

Requirements

• Bachelor’s degree, or equivalent experience
• Five to eight years of experience in the investment and securities industry
• Considerable understanding of investment management
• Superior knowledge of fixed‑income research, analysis techniques, and mathematical decision modeling
• Advanced understanding of the economy and market conditions
• Ability to work independently
• Excellent analytical skills
• Excellent verbal and written communication skills

Responsibilities

• Initiates and conducts research relating to investment suitability of various individual or classes of securities using sources such as annual or industry reports, trade journals, technical periodicals, and brokers' and management reports.
• Discusses with senior management of assigned corporations and entities items such as industry or company trends in research and development, order backlogs, current and projected sales, trade position, labor relations, plant capacity, cash flows, etc.
• Discusses various companies, industries, and other entities with other professional securities analysts both inside and outside the company.
• Prepares or supervises the preparation of research reports to be presented to investment officers or committees that often include buy, sell, or hold recommendations.
• Assists in analyzing the composition of investment portfolios and recommending portfolio strategies to fulfill investment objectives.
• Participates in client meetings as necessary, serving in a client‑facing capacity to discuss research, analysis, and portfolio recommendations.

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: Mid Level
• Number of Employees: 1,001-5,000 employees