Investment Associate

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

The Associate, Investments (“Associate”) should have a background in the field of investments, be detail oriented, have a history of quantified achievements, and possess an intrinsic desire to succeed and grow within a high performing team. The Associate works collaboratively with the Managing Directors (MDI), Directors of Investments (DI) and/or Associate Directors of Investments (ADI) to provide operational support and help maintain investment discipline for an open architecture, multi-asset class, fast growing investment business.
At the direction of and under the supervision of the MDI and/or DI, key job functions will include supporting the administrative & operational needs of the investment team and the investment process. Specific tasks could include execute on portfolio monitoring process, manage portfolio compliance, documentation of investment policy statements, producing client deliverables, opening & onboarding new clients & accounts, ownership of subscription and compliance process for private investments, updating/managing spreadsheets used by the team, ongoing performance monitoring, frequent asset-allocation and risk modelling using existing tools, running investment analysis as requested, portfolio implementation, portfolio rebalancing , and one-off projects as needed.

SUMMARY

Responsible for the direct support of the regional front offices with client service support issues. Provides pro-active ad hoc support as needs arise, and provides on-going daily support for standard service maintenance functions. Acts as a project manager for client transition and service issues that may require activities and follow-up over multiple days/weeks. Maintains effective working relationships with Ascent regional and national team members, key functional contacts in extended support organizations, and other support team members.

BASIC QUALIFICATIONS

• Bachelor’s degree, or equivalent work experience
• Three to five years of relevant experience

PREFERRED SKILLS/EXPERIENCE

• Ability to be accountable and work independently in managing a team tasked with excellent service and issue resolution
• Ability to effectively work with others as part of a high performing team
• Ability to work under pressure in a fluctuating environment
• Strong interpersonal, client service and communication skills
• Ability to influence others through consultative approach to support objectives
  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.

• 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