U.S. Bank Associate Director of Investment Consulting in San Francisco, California
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Job DescriptionManages investments and portfolios for Ascent Private Capital Management and business development for UHNW client base. Plays supporting role for investment function on regional team and will have some client exposure alongside more senior members of the team. May manage relationships and direct communications with clients. Executes trades and develops portfolio transition and implementation plans. Writes investment reviews. Designs and prepares reports/models to be shared with clients and prospects.
Basic Qualifications - Bachelor's degree, or equivalent work experience - Four of more years of experience in a portfolio/wealth management role
Preferred Skills/Experience - Thorough understanding of finance/accounting/investments and portfolio construction - Strong modeling skills - Effective interpersonal and verbal and written communication skills
Benefits: Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers.
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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.