U.S. Bank · 20 hours ago
Senior Investment Analyst, Private Markets
New York, NY
Full-time
Onsite
Mid, Senior Level
$118K/yr - $138K/yr
2+ years expU.S. Bank is on a journey to help customers make better financial decisions. They are seeking a Senior Investment Analyst to join the private markets investment team, responsible for sourcing, conducting diligence, and monitoring private market investment opportunities.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Collaborate with private markets team members to source and evaluate investment opportunities
Support or co-lead due diligence efforts on private market investments. Responsible for analyzing targets under review for investment, as well as constructing the accompanying financial models and presentations in support of investment decisions
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. Communicate with Portfolio Managers to gather and/or clarify client-specific data for reporting
Prepare presentation materials for clients across various business segments
Monitor existing investments. Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner
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
Qualification
Required
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
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
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
At U.S.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey 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
John C Stern
CFO
Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
Recent News
2026-01-22
2026-01-20
2026-01-20
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