U.S. Bank Senior Investment Analyst, Private Markets - San Francisco in San Francisco, California
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. 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.
Job DescriptionU.S. Bank (“USB”) is looking for a Senior Investment Analyst to join the private markets investment team. The private markets team is responsible for sourcing, conducting diligence, monitoring and merchandizing of private market investment opportunities (e.g. private equity, venture capital, private debt and private real assets) for the various client segments that include small institutions, and ultra-high-net-worth and high-net-worth individuals and families with a total AUM of $150 billion.
This is an opportunity to join an active and rapidly growing private markets program within one of the most respected financial institutions in the industry. The individual will report to the Managing Director of Private Markets and participate in the design and execution of an industry leading private markets program that invests across primary, secondary and direct opportunities. The individual will also be an integral part of the team and will play an important role in sourcing, evaluating, recommending, monitoring, and presenting investment ideas.
Key Responsibilities: Collaborate with private markets team members to source and evaluate investment opportunities
Support or co-lead due diligence efforts on private market investments. Responsible for analyzing targets under review for investment, as well as constructing the accompanying financial models and presentations in support of investment decisions
Prepare investment thesis, due diligence reports and investment memos and present to deal team and investment committees
Develop/maintain relationships with internal portfolio managers, intermediaries and private market general partners
Work with legal, product and operations teams within USB when negotiating on prospective and ongoing investments. Communicate with Portfolio Managers to gather and/or clarify client-specific data for reporting
Prepare presentation materials for clients across various business segments
Monitor existing investments. Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner
Provide research and analytical support to the private markets team and for ad-hoc requests
Track private market industry to provide guidance and narrative on what is occurring in those markets and how it relates to USB’s investment views
Participate in client and prospect meetings and provide marketing support to internal portfolio managers
Assist in mentoring and developing interns and other analysts
Actively work with financial databases such as FactSet, Pitchbook, Private-I, and Preqin
Basic Qualifications: - Bachelor's degree in business, finance and/or similar technical field; pre-MBA - Two to Five years of private market investment and research experience
Preferred Skills/Experience: - Two to Five years of investment experience – private equity, investment banking, investment management, or consulting experience preferred - Strong understanding of investment management technical and fundamental analysis - Proficient in quantitative analysis and financial modeling - Good 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. Draft investment recommendations and present to the Investment Committee, as directed and when appropriate - Strong analytical skills - Strong Excel skills - Strong verbal and written communication skills. Draft client communications, letters and presentations with high levels of professional institutional quality
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.