Principal Research Analyst - Fixed

U.S. Bank; Minneapolis (MN); Hybrid; USD 133,365 - 156,900; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation (from two to five weeks)

Up to 11 paid holidays

Job summary

A prominent financial institution is seeking a Mid-Senior level Analyst to conduct research on investment suitability for various securities. This role involves preparing reports for investment strategies, requiring a Bachelor’s degree and 5-8 years of experience in the investment industry. Candidates should possess strong analytical skills and an understanding of fixed-income research. The role offers a flexible work schedule with in-office expectations and competitive compensation including a benefits package.

Qualifications

• Five to eight years of experience in the investment and securities industry.
• Considerable understanding of investment management.
• Superior knowledge of fixed-income research and analysis techniques.

Responsibilities

• Conducts research relating to investment suitability of various securities.
• Prepares research reports for investment officers or committees.
• Assists in analyzing investment portfolios and recommending strategies.

Skills

Investment management

Analytical skills

Verbal communication

Written communication

Education

Bachelor’s degree or equivalent experience

Job description

5 days ago Be among the first 25 applicants

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

Initiates and conducts research relating to investment suitability of various individual or classes of securities using sources such as annual or industry reports, trade journals, technical periodicals, and brokers’ and management reports. Discusses with senior management of assigned corporations and entities items such as industry or company trends in research and development, order backlogs, current and projected sales, trade position, labor impeachment, plant capacity, cash flows, etc. Discusses various companies, industries, and other entities with other professional securities analysts both inside and outside the company.

Prepares or supervises the preparation of research reports to be presented to investment officers or committees that often include buy, sell, or hold recommendations. Assists in analyzing the composition of investment portfolios and recommending portfolio strategies to fulfill investment objectives. Participatespretending in client meetings as necessary, serving in a client‑facing capacity to discuss research, analysis, and portfolio recommendations.

Basic Qualifications

• Bachelor’s degree, or equivalent experience
• Five to eight years of experience in the investment and securities industry

Preferred Skills/Experience

• Considerable understanding of investment management
• Superior knowledge of fixed‑income research, analysis techniques, and mathematical decision modeling
• Advanced understanding of the economy and market conditions
• Ability to work independently
< Lars>Excellent analytical skills
• Excellent verbal and written communication skills

The role offers a hybrid/flexible schedule, which means there's an in‑office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

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.

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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security TMZ E‑Verify program in all facilities located in the United States and certain U.S. territories. Learn more about the E‑Verify program.

Salary Range

Pay Range: $133,365.00 – $156,900.00. The role may vary based on location and other factors. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension (all benefits subject to eligibility requirements).

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. Background checks are consistent with applicable local laws, including Los Angeles County Fair Chance Ordinance, California Fair Chance Act, San Francisco Fair Chance Ordinance, and Section 19 of the FDIA. Certain positions may also be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, NFA, FCPA, Bank Secrecy Act, and SAFE Act guidelines.

Posting may be closed earlier due to high volume of applicants.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Research, Analyst, and Information TechnologyROI

Industria

Banking