Research Analyst - Equity

US Bank; Minneapolis (MN); On-site; USD 93,000 - 109,000; Full time

Benefits offered by this job

Healthcare

401(k) contribution

Paid vacation

Paid holidays

Parental leave

Employee assistance

Job summary

U.S. Bank is seeking an Investment Analyst to conduct research on security suitability and discuss industry trends with senior management in Minneapolis. You will prepare reports for investment officers, make buy/sell/hold recommendations, and help refine portfolio strategies to meet objectives.

The role requires a Bachelor's degree or equivalent and 1–2 years of research experience, with strong analytical and communication skills and the ability to work independently.

Qualifications

• Bachelor's degree, or equivalent work experience.
• One to two years of research experience is preferred.
• Knowledge of investment management concepts is advantageous.

Responsibilities

• Initiates and conducts research on investment suitability of securities.
• Discusses industry trends, company performance, and market conditions with senior management.
• Prepares research reports for investment officers or committees with buy/sell/hold recommendations.
• Analyzes portfolio composition and suggests strategies to meet investment objectives.

Skills

Investment research

Portfolio analysis

Analytical skills

Communication skills

Independent work

Education

Bachelor's degree or equivalent

Job description

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 items such as industry or company trends in research and development, order backlogs, current and projected sales, trade position, labor relations and plant capacity. Discusses various companies and industries with other professional securities analyst 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.

Basic Qualifications

• Bachelor's degree, or equivalent work experience
• One to two years of research experience

Preferred Skills/Experience

• Basic understanding of investment management
• Some knowledge of equity research and analysis techniques and mathematical decision modeling
• Good understanding of the economy and market conditions
• Ability to work independently
• Well-developed analytical skills
• Excellent verbal and written communication skills

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

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:

• 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

Review our full benefits available by employment status here .

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 E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. 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 are subject to eligibility requirements). Pay Range: $92,820.00 - $109,200.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

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