U.S. Bank

PWM Investment Analyst

U.S. Bank

full-time

Posted on:

Location Type: Office

Location: Chicago • Illinois • Montana • United States

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Salary

💰 $86,530 - $101,800 per year

About the role

  • Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Investments.
  • Position is focused on honing the technical aspects of a given specialty area and developing the superior client facing skills needed to become a Portfolio Manager Partner.
  • On the Job Training will focus on teaching the Analyst the technical aspects of Investments.
  • Will be responsible for retention, development and growth of high-net-worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor.
  • Provides Partners with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth.

Requirements

  • Bachelor's degree, or equivalent work experience
  • Up to three years of related experience
  • Good knowledge of departmental operations/policies and U.S. Bank products and services
  • Effective interpersonal, verbal and written communication skills
  • Strong client facing skills
  • Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
  • Well-developed analytical skills
  • Pursuit of professional credentials (CFP, CFA, etc.) a plus
Benefits
  • 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 law

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysisclient relationship managementprospecting strategiespipeline managementdata interpretationproblem resolutionanalytical skills
Soft skills
interpersonal skillsverbal communicationwritten communicationclient facing skills
Certifications
CFPCFA