Investment Analyst, Private Markets

at  US Bank National Association

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

U.S. Bank (“USB”) is looking for an Investment Analyst to join the private markets investment team. The private markets team is responsible for sourcing, conducting diligence, monitoring and merchandizing of private market investment opportunities (e.g. private equity, venture capital, private debt and private real assets) for the various client segments with a total AUM of $450 billion that include small institutions, ultra-high-net-worth and high-net-worth individuals and families.
This is an opportunity to join an active and rapidly growing private markets program within one of the most respected financial institutions in the industry. The individual will report to the Managing Director of Private Markets and participate in the design and execution of an industry leading private markets program that invests across primary, secondary and direct opportunities. The individual will also be an integral part of the team and will play an important role in sourcing, evaluating, recommending, monitoring, and presenting investment ideas.
This position uses quantitative and qualitative analysis to conduct searches to identify new investment opportunities and monitor existing ones in use by the Asset Management Group (AMG) and U.S. Bancorp Investment Inc. Utilizes a combination of research tools, direct interviews and site visits to assess the strength and consistency of the investment philosophy, process, performance and people managing the strategies.

BASIC QUALIFICATIONS:

• Bachelor’s degree in business, finance and/or similar technical field; pre-MBA
• Zero to two years of private market investment and research experience

PREFERRED SKILLS/EXPERIENCE:

• Zero to two years of investment experience – private equity, investment banking, investment management, or consulting experience preferred
• Understanding of investment management technical and fundamental analysis
• Proficient in financial theory, quantitative analysis and financial modeling
• Grasp of economic and market conditions and the impact on differing investment styles and strategies
• Ability to work independently as well as contribute to a team. Draft investment recommendations and present to the Investment Committee, as directed and when appropriate
• Strong analytical skills
• Strong Excel skills
• Strong verbal and written communication skills. Draft client communications, letters and presentations with high levels of professional institutional quality
  If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

KEY RESPONSIBILITIES:

• Collaborate with private markets team members to source and evaluate investment opportunities
• Support due diligence efforts on private market investments. Responsible for analyzing targets under review for investment, as well as constructing the accompanying financial models and presentations in support of investment decisions
• Prepare investment thesis, due diligence reports and investment memos and present to deal team and investment committees
• Develop/maintain relationships with internal partners, intermediaries and private market general partners
• Prepare presentation materials for clients across various business segments
• Monitor existing investments. Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner
• Provide research and analytical support to the private markets team and for ad-hoc requests
• Track private market industry to provide guidance and narrative on what is occurring in those markets and how it relates to USB’s investment views
• Actively work with financial databases such as FactSet, Pitchbook, Private-I, LP Analyst and Preqin

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That’s why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• 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 la