Private Wealth Management (PWM) Analyst – Investments

Job Description

PWM Investment Analyst | U.S. Bank

The Tone:
This is a role at U.S. Bank, an organization committed to helping customers and businesses make better financial decisions and enabling communities to grow and succeed. We believe in the unique potential of each individual to bring our shared ambition to life. A career with U.S. Bank offers a wide range of opportunities to discover what makes you thrive from day one.

The TL;DR
• Role: Early Career
• Pay: $75820–$89200 yearly
• Team: Private Wealth Management Investments, working under the general oversight of an Advisor and supporting Portfolio Manager Partners.
• Mission: Develop and manage client relationships within Private Wealth Management Investments by providing analytical support and identifying growth opportunities.
• Tech Stack: Microsoft Office applications

What You’ll Actually Do
• Client Relations: Solicit, develop, manage, and retain client relationships specifically for PWM Investments.
• Skill Development: Hone technical aspects within a specialty area and develop superior client-facing skills needed to become a Portfolio Manager Partner.
• Business Development: Create prospecting strategies and research, manage pipelines, and identify new business opportunities with advisor oversight.
• Financial Analysis: Provide Partners with in-depth analysis of client financial statements utilizing appropriate financial planning analyses, tools, and materials.
• Strategic Recommendations: Recommend financial strategies to prospects and clients to promote growth and enhance relationships.

The Must-Haves
• Background: Bachelor’s degree or equivalent work experience, focused on investments within a private wealth management context.
• Experience: Up to three years of related experience in a financial or client-facing role.
• Skills: Good knowledge of departmental operations, U.S. Bank products and services, effective interpersonal, verbal, and written communication skills, strong client-facing abilities, well-developed analytical skills, and proficient computer navigation using various software packages including Microsoft Office applications.
• Bonus: Pursuit of professional credentials such as CFP, CFA, or similar is a plus.