PWM Portfolio Management Analyst

U.S. Bancorp
United States
Workplace: HybridFull timeUSD 75,820 - 89,200 annuallyFunction: Product ManagementEducation: bachelorsSkills: ["Communication","Client-facing skills","Analytical thinking","Problem-solving","Detail orientation"]

Develop and retain high net worth client relationships within Private Wealth Management by supporting solicitation, pipeline management, research, and prospecting strategies. Train to master investment technical specialty areas while building client-facing skills to progress toward Portfolio Manager Partner responsibilities. Provide in-depth analysis of client financial statements and use financial planning tools to recommend strategies that promote growth, with oversight from an advisor.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

PWM Portfolio Management Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Develop and retain high net worth client relationships within Private Wealth Management by supporting solicitation, pipeline management, research, and prospecting strategies. Train to master investment technical specialty areas while building client-facing skills to progress toward Portfolio Manager Partner responsibilities. Provide in-depth analysis of client financial statements and use financial planning tools to recommend strategies that promote growth, with oversight from an advisor.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Product Management
Seniority: Entry level

Key Responsibilities

  • •Solicit, develop, manage, and retain PWM Investments client relationships for high net worth clients.
  • •Hone investment technical specialty skills through on-the-job training while building client-facing capabilities.
  • •Create prospecting strategies, conduct research, manage the pipeline, and identify new business opportunities for advisor oversight.
  • •Provide partners with in-depth analysis of client financial statements using appropriate financial planning analyses and tools.
  • •Recommend strategies to prospects and clients to support growth, with general oversight of an advisor.

Pay and Benefits

Salary: USD 75,820 - 89,200 annually
Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •Up to three years of related experience.
  • •Pursuit of professional credentials (CFP, CFA, etc.) is a plus.
  • •Good knowledge of departmental operations, policies, and U.S. Bank products and services.
  • •Proficient computer navigation skills using Microsoft Office applications.
Education:Bachelor's
Skills:CommunicationClient-facing skillsAnalytical thinkingProblem-solvingDetail orientation
Certifications:CFPCFA
Tech Stack:Microsoft Office

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
Glassdoor
Glassdoor: 3.8
WebsiteLinkedInGlassdoor