U.S. Bank Private Capital Analyst in SAN FRANCISCO, California
U.S. Bank (“USB”) is looking for a junior analyst to join the private capital team. The private capital team is responsible for building and maintaining the private capital investment platform (e.g. private equity, venture capital, private debt and private real assets) for the various wealth management segments within USB. Wealth management clients range from the affluent (<$5mm) to the ultra-high-net worth (>$75mm).
This is an opportunity to join an active private capital program within one of the most respected U. S. banks and participate in growing its private capital program and wealth management business. The individual will be an integral part of the Private Capital Investment team and will be involved in evaluating, monitoring and presenting investment ideas.
•Conduct due diligence on private capital investments
•Prepare due diligence reports and investment memos to be presented to investment committees
•Prepare presentation materials for clients and the various USB wealth management segments
•Provide research and analytical support to the private capital team and for ad hoc requests
•Assist in the preparation of materials in support of internal marketing and education needs, thought leadership and other client facing content
•Monitor existing investments
•Develop/maintain relationships with internal portfolio managers and provide ad-hoc marketing support
•Assist in mentoring and developing interns and other junior members of the team
•Gain familiarity with financial databases such as FactSet, Pitchbook, Private-I, Preqin, etc.
Bachelor's degree, or equivalent work experience
Actively pursuing Chartered Financial Analyst® (CFA®) designation or equivalent advance credentials
One to two years of research experience
One to Two years of private capital and investment experience
Basic understanding of investment management technical and fundamental analysis
Basic knowledge and experience in techniques and quantitative analysis and decision modeling
General understanding of the economy and market conditions and the impact on differing investment styles and strategies
Ability to work independently as well as contribute to a team
Strong analytical skills
Demonstrated PC, advanced Excel and modeling skills
Good verbal and written communication skills
Job: Portfolio / Asset Management
Primary Location: CA-CA-San Francisco
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 190009407
Other Locations: Minnesota-MN-Minneapolis
U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
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.
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