PWM Investment Analyst

U.S. Bank • Kansas City, MO

2d

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 Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Investments. Position is focused on honing the technical aspects of a given specialty area and developing the superior client facing skills needed to become a Portfolio Manager Partner. On the Job Training will focus on teaching the Analyst the technical aspects of Investments. Will be responsible for retention, development and growth of high-net-worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor. Provides Partners with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth.

Requirements

• Bachelor's degree, or equivalent work experience
• Up to three years of related experience
• Good knowledge of departmental operations/policies and U.S. Bank products and services
• Effective interpersonal, verbal and written communication skills
• Strong client facing skills
• Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• 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.

Nice To Haves

• Well-developed analytical skills
• Pursuit of professional credentials (CFP, CFA, etc.) a plus

Responsibilities

• Soliciting, developing, managing, and retaining client relationships for PWM Investments
• Honing the technical aspects of a given specialty area
• Developing the superior client facing skills needed to become a Portfolio Manager Partner
• Retention, development and growth of high-net-worth relationships by creating prospecting strategies and research
• Pipeline management
• Identifying new business opportunities that may be acted on with the general oversight of an Advisor
• Provides Partners with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth.

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