What are the responsibilities and job description for the Ascent Associate Director, Investments position at Us Bank?
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 Ascent division of U.S. Bank’s Wealth Management Group exclusively services a limited number of UHNW clients with net worth’s greater than $75MM . The Associate Director, Investments (ADI) should have a background in the field of investments, be detail oriented, have a history of quantifiable achievements, and possess an intrinsic desire to succeed and grow within a high performing team. This candidate should be intelligent, confident, competitive, ambitious, and curious. The ADI works collaboratively with the Managing Director, Investments (MDI) and the Director, Investments (DI) to implement, monitor and maintain investment discipline for an open architecture, multi-asset class, fast growing investment business.
At the direction of and under the supervision of the MDI and the DI, key job functions will include documentation of investment policy statements, frequent asset-allocation and risk modelling, investment research and due diligence as appropriate, ongoing performance monitoring, portfolio rebalancing, trading, compliance, and one-off projects as needed. This position will have some face-to-face interactions with UHNW clients, but the ADI is not responsible for direct relationship management.
Essential Functions :
- A significant part of the job will involve investment focused activities including, but not limited to trading, investment research, performance reporting, portfolio modelling and rebalancing, investment documentation, and providing performance measurement.
- Must have exceptional Excel, PowerPoint, and other Microsoft Office skills as well as be competent with technology.
- Must have a keen attention to detail and be able to communicate effectively in spoken and written word.
- Will proactively help investment team be responsible for compliance monitoring, track account openings and funding, completing subscription documents, and will produce timely client deliverables.
Experience and Requirements :
Location : This position will be based in either Denver or Seattle and will be a hybrid role with expectations of being in office at least 3 days a week.
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 (some may vary based on role, location or hours) :
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.
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.
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