PWM Portfolio Management Analyst
About The Position
Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Investments. The 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. The Analyst 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. The Analyst 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
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Well-developed analytical skills
- Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
Nice To Haves
- Good knowledge of departmental operations/policies and U.S. Bank products and services
- Effective interpersonal, verbal and written communication skills
- Strong client facing 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 and developing superior client-facing skills.
- Learning the technical aspects of Investments through on-the-job training.
- Retention, development, and growth of high net worth relationships.
- Creating prospecting strategies and research.
- Pipeline management.
- Identifying new business opportunities.
- Providing in-depth analysis of client financial statements.
- Recommending strategies to prospects and clients to promote growth.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
