Senior Investment Strategist

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 Senior Client Portfolio Manager/OCIO Specialist is primarily responsible for multi-asset class client portfolio strategy and oversight, regular servicing and communication, and sales participation with the Bank’s largest and most sophisticated OCIO clients and prospects with a focus on corporate clients. Review of portfolio structure, strategy and performance with staff, boards and committees in the context of developments in markets and the global economy represents a critical, core function of the role. Additionally, deep subject matter expertise and experience working with corporate pension and other employee retirement plans, captive insurance plans and other corporate pools is essential. Travel should be expected and will be based primarily upon client and business development needs and opportunities.

QUALIFICATIONS

• Minimum 10-15 years working with multi asset class investments for institutions
• Minimum 10-15 years of experience working with institutional investment clients with emphasis on corporate clients
• Prior experience participating in institutional investment sales and business development efforts, with emphasis in the corporate segment
• Superior oral and written communication skills, and presentation skills
• Demonstrated past experience with initiating new ideas, promoting best practices, and leading improvement projects
• MBA and/or CFA strongly preferred

RESPONSIBILITIES

• Portfolio strategy and ongoing monitoring of multi-asset class portfolio strategies for OCIO clients that is consistent with PFMAM’s best investment ideas and practices, and/or consistent with custom client investment policy statement
• Communication and in-person meetings with OCIO clients on portfolio performance and strategy, and market/economic developments and outlook
• Effective communication and representation of PFMAM’s market views and outlook to OCIO clients, prospects and key internal partners
• Support OCIO clients with investment policy and strategy development
• Support and contribute to sales efforts and business development strategy to grow PFMAM’s OCIO investment business
• Strong collaboration and relationship building with critical internal bank partners

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