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U.S. Bank · 19 hours ago

Principal Research Analyst - Fixed

Minneapolis, MN

Full-time

Hybrid

Senior Level, Lead/Staff

$133K/yr - $157K/yr

5+ years exp

U.S. Bank is on a journey to help customers and businesses make better financial decisions. They are seeking a Principal Research Analyst to initiate and conduct research on investment suitability, prepare research reports, and participate in client meetings to discuss analysis and portfolio recommendations.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Initiates and conducts research relating to investment suitability of various individual or classes of securities using sources such as annual or industry reports, trade journals, technical periodicals, and brokers' and management reports

Discusses with senior management of assigned corporations and entities items such as industry or company trends in research and development, order backlogs, current and projected sales, trade position, labor relations, plant capacity, cash flows, etc

Discusses various companies, industries, and other entities with other professional securities analysts both inside and outside the company

Prepares or supervises the preparation of research reports to be presented to investment officers or committees that often include buy, sell, or hold recommendations

Assists in analyzing the composition of investment portfolios and recommending portfolio strategies to fulfill investment objectives

Participates in client meetings as necessary, serving in a client‑facing capacity to discuss research, analysis, and portfolio recommendations

Qualification

Investment managementFixed-income researchAnalytical skillsMathematical decision modelingEconomic understandingVerbal communicationWritten communicationIndependent work