Research and Due Diligence Analyst

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 Public Market Group’s (PMG’s) Research and Due Diligence Analyst within U.S. Bank’s Asset Management Group (AMG) is responsible for critical quantitative and qualitative analysis to support the hiring and retention of public fund products (e.g. traditional funds, liquid alts, and hedge funds) for U.S. Bank Wealth Management’s asset base of over $500B in client capital. This integral and highly visible role is key to our efforts to maintain a competitive approved platform of investment products and works closely with colleagues and senior leaders in manager due diligence, capital markets research, and portfolio construction. Key responsibilities include ongoing and ad hoc quantitative reporting and analysis across our approved platform, as well as on individual products; quality control to ensure that governance output is accurate; ongoing participation in qualitative analysis and interactions with the money managers to assess the philosophy, people, process, performance, and portfolios of the firm; and project management/logistical coordination of analysis and business initiatives to ensure that milestones are achieved. Work also includes interaction with portfolio managers to ensure they have appropriate information to meet their client needs as well as support of discretionary assets, where AMG builds portfolios on behalf of clients.

BASIC QUALIFICATIONS

• Bachelor’s degree in finance, Economics, Statistics, or related field
• Zero to two years of investments or markets experience

PREFERRED SKILLS/EXPERIENCE

• Base understanding of investment management technical and fundamental analysis
• Solid knowledge and experience in quantitative analysis and decision modeling
• Good familiarity with Excel and knowledge of (or demonstrated ability to utilize and learn) other databases and tools such as Morningstar Direct, FactSet, HFRI, and Bloomberg, knowledge of Python a bonus
• General understanding of the economy and market conditions and the impact on investment styles and strategies
• Self-motivated, with ability to work independently as well as contribute to a team
• Strong analytical, project management, and communication skills
• Progress toward Chartered Financial Analyst® (CFA®) designation, or equivalent credentials
• Strong verbal and written communication skills

• 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