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U.S. Bank · 13 hours ago

Financial & Regulatory Reporting Senior Associate

Edison, NJ

Full-time

Hybrid

Entry, Mid Level

$67K/yr - $78K/yr

1+ years exp

U.S. Bank is on a journey to help customers and businesses make smarter financial decisions. The Financial & Regulatory Reporting Senior Associate is responsible for preparing SEC regulatory filings, financial statements, and Board reporting for assigned Clients, ensuring accurate and timely delivery of Client reporting and compliance.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Prepare and review SEC regulatory filings, financial statements, and Board reporting for assigned Clients

Collaborate with senior-level Financial & Regulatory Reporting Team members to ensure compliance with regulatory requirements and

Act as the primary liaison with fund Clients, coordinating financial projects such as mutual fund expense management and operational communications

Review client deliverables for accuracy and completeness prior to distribution

Provide oversight, training, and knowledge sharing to junior team members within the Alternative Investments group

Demonstrate advanced technical, process, and professional expertise; identify and implement process improvements to enhance efficiency and client satisfaction

May direct day-to-day activities of junior Team members without formal management responsibilities

Qualification

SEC regulationsFinancial reportingAccounting expertiseClient relationship managementProcess improvementMicrosoft OfficeCommunication skillsLeadership experienceProblem-solving skillsOrganizational skills