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Senior Investment Analyst, Private Markets
- US Bank (San Francisco, CA)
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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
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 Head 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
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .
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):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
E-Verify
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $117,725.00 - $138,500.00
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
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