Investor Allocations Senior Associate jobs in United States
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U.S. Bank · 2 hours ago

Investor Allocations Senior Associate

positionHackensack, NJ
timeFull-time
remoteHybrid
senioritySenior Level
money$105K/yr - $123K/yr
date5+ years exp

U.S. Bank is committed to helping customers and businesses make smarter financial decisions. The Investor Allocations Senior Associate will be responsible for the accurate calculation of client fund and investor level NAV, maintaining official books and records, and preparing investor statements while working closely with operations and investor relations teams.

BankingFinancial ServicesInsuranceMortgageWealth Management
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H1B Sponsor Likelynote

Responsibilities

Understanding the policies and procedures of the AI department
Understanding the information flow through the various AI systems
Knowledge of how to use various systems specific to the job function
Ability to communicate information carefully in order to manage client relationships
Active listening to obtain information and understand client needs
Written correspondence that is clear, professional and grammatically correct

Qualification

Alternative investments experienceMicrosoft ExcelAccounting degreeFinance degreeProfessional communicationDetail-orientedProblem-solvingInterpersonal skillsWritten communication

Required

Bachelor's degree in Accounting, Finance or a business-related field
Five or more years of experience in alternative investments industry
Professional communication and a motivated, self-starter attitude required for this position
This position uses Excel daily

Preferred

Capable of demonstrating detail-oriented acumen
Ability to identify and resolve/escalate complex problems with minimal guidance
Ability to manage multiple tasks/projects and deadlines simultaneously
Effective interpersonal, verbal and written communication skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications, especially Excel

Benefits

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

Company

U.S. Bank

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Glassdoor3.6
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At U.S.
dateFounded in 1968
location
Minneapolis, Minnesota, USA
people-size10001+ employees
web-link
http://www.usbank.com

H1B Sponsorship

U.S. Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (679)
2024 (508)
2023 (545)
2022 (806)
2021 (549)
2020 (403)

Funding

Current Stage
Public Company
Total Funding
$991M
Key Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO

Leadership Team

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John C Stern
CFO
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Daniel Crozier
Senior Vice President Operations
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