at U.S. Bank in Chicago, Illinois, United States
Job Description
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
Ascent Private Capital Management of U.S. Bank is a division within the Wealth Management Group that exclusively services a limited number of UHNW clients with net worth more than $75MM. The National team is seeking an Associate, Finance and Investment Reporting Analyst with a background in the field of investments, corporate finance, and / or accounting. The Associate is expected to be detail oriented, have a history of quantified achievements, and possess an intrinsic desire to succeed and grow within a high performing team. At the direction of and under the supervision of the Managing Director of CFO Services, key job functions will include maintaining management and operations reporting in Tableau, administration of quarterly client invoices, support the use and development of Addepar, and manage the Chrome River application that provides invoice management for the Ascent Bill Pay service.
Qualifications
+ 3+ years’ experience in a financial or investment reporting/analysist role within a wealth management/financial planning firm, public accounting firm, corporate finance, bank or other relevant experience.
+ 3+ years’ experience designing, developing, testing and deploying Tableau Dashboards and Power BI dashboard solutions
+ Experience with advance Tableau functionality (parameters, actions, tooltip modifications, API, etc.) to create analytical dashboards.
+ Experience in recommending visualization solutions
+ Hands on experience querying MS-SQL 2008 databases
+ Must have exceptional Microsoft Office skills such as Excel or equivalent. Aptitude for management of large data sets and financial data analysis is important.
+ Must have a keen attention to detail and be able to communicate clearly in spoken and written word.
+ Willingness to proactively help the team and be responsible for specific recurring activities and responsibilities.
+ Demonstrated leadership skills, and strong problem-solving and analytical skills.
+ A desire to develop stronger investment and financial reporting knowledge, and meaningfully contribute to business success.
+ Will have an “all hands-on deck” and a “can do” attitude.
+ Bachelors’ degree required, possession of or progress towards an Advance degree such as MBA, CPA, or CFA a plus.
Additional Support Functions
+ Ability to independently create, analyze and review financial documents, including financial statements, transaction accounting for cash flow and budgeting.
+ FP&A or related understanding of accounting and analysis with some level of proficiency in related software such as QuickBooks, or equivalent. Advanced Microsoft Excel skills is required.
+ Experience with data aggregation, analysis and reporting preferred (e.g., Addepar, Black Diamond, PCR).
+ Comfortable with financial planning, navigating estate and financial enterprises across Partnerships, Trusts, Limited Liability Corporations, etc.
This position will also assist in the development and delivery of scalable reporting deliverables that support net-worth management and financial planning services which includes, updating personalized net worth and cash flow reporting, information management and tax reporting coordination. FP&A or related understanding of accounting and analysis with some level of proficiency in related software such as QuickBooks, or equivalent. Advanced Microsoft Excel skills is required.
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) .
Learn how the way we work at U.S. Bank (https://assets.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/Thewaywework-1666895142717.pdf) drives meaningful relationships with our customers and collaboration across the company.
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
EEO is the Law
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. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12ScreenRdr.pdf) EEO poster.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .
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, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,515.00 – $95,900.00 – $105,490.00
