Research and Due Diligence Analyst

Us Bank; Minneapolis (MN); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Short-term and long-term disability

Adoption assistance

Sick and Safe Leave accruals

Job summary

An established industry player is seeking a Research and Due Diligence Analyst to join their Asset Management Group. This pivotal role involves conducting in-depth quantitative and qualitative analysis to support investment decisions for a substantial asset base. You will collaborate with senior leaders and portfolio managers to ensure the accuracy of governance outputs and provide essential information for client needs. This position offers a hybrid work schedule, allowing you to balance in-office collaboration with remote flexibility. If you are passionate about finance and eager to contribute to a dynamic team, this opportunity is perfect for you.

Qualifications

• 0-2 years of experience in investments or markets.
• Progress toward CFA designation is preferred.

Responsibilities

• Conduct quantitative and qualitative analysis for public fund products.
• Coordinate project management and ensure milestones are achieved.

Skills

Quantitative Analysis

Decision Modeling

Analytical Skills

Communication Skills

Project Management

Investment Management

Self-Motivation

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Statistics

Tools

Excel

Morningstar Direct

FactSet

HFRI

Bloomberg

Python

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

The Public Market Group’s (PMG’s) Research and Due Diligence Analyst within U.S. Bank’s Asset Management Group (AMG) is responsible for critical quantitative and qualitative analysis to support the hiring and retention of public fund products (e.g. traditional funds, liquid alts, and hedge funds) for U.S. Bank Wealth Management’s asset base of over $500B in client capital. This integral and highly visible role is key to our efforts to maintain a competitive approved platform of investment products and works closely with colleagues and senior leaders in manager due diligence, capital markets research, and portfolio construction. Key responsibilities include ongoing and ad hoc quantitative reporting and analysis across our approved platform, as well as on individual products; quality control to ensure that governance output is accurate; ongoing participation in qualitative analysis and interactions with the money managers to assess the philosophy, people, process, performance, and portfolios of the firm; and project management/logistical coordination of analysis and business initiatives to ensure that milestones are achieved. Work also includes interaction with portfolio managers to ensure they have appropriate information to meet their client needs as well as support of discretionary assets, where AMG builds portfolios on behalf of clients.

Basic Qualifications
- Bachelor's degree in finance, Economics, Statistics, or related field
- Zero to two years of investments or markets experience

Preferred Skills/Experience
- Base understanding of investment management technical and fundamental analysis
- Solid knowledge and experience in quantitative analysis and decision modeling
- Good familiarity with Excel and knowledge of (or demonstrated ability to utilize and learn) other databases and tools such as Morningstar Direct, FactSet, HFRI, and Bloomberg, knowledge of Python a bonus
- General understanding of the economy and market conditions and the impact on investment styles and strategies
- Self-motivated, with ability to work independently as well as contribute to a team
- Strong analytical, project management, and communication skills
- Progress toward Chartered Financial Analyst (CFA) designation, or equivalent credentials
- Strong verbal and written communication skills

Hybrid/flexible schedule:
The role offers a hybrid/flexible schedule, which means an in-office expectation of 3 days per week and the flexibility to work outside the office location for the other days.

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

EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.

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.