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Senior Investment Analyst, Private Markets
Senior Investment Analyst, Private MarketsIllinois Staffing • Chicago, IL, US
Senior Investment Analyst, Private Markets

Senior Investment Analyst, Private Markets

Illinois Staffing • Chicago, IL, US
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  • [job_card.full_time]
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Investment Analyst

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 atall from Day One.

U.S. Bank ("USB") is looking for an 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 for the various client segments that include institutions, and ultra-high-net-worth and high-net-worth individuals and families. 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
  • 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
  • Prepare presentation materials for clients across various business segments
  • Monitor existing investments
  • 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.

    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
  • U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

    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

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