Ascent Investment Associate

At U.S. Bank, weu2019re 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 atu2014all from Day One. Job Description The Ascent division of U.S. Banku2019s Wealth Management Group exclusively services a select number of UHNW clients with net worthu2019s greater than $75MM+. This tech forward Investment Associate (IA) should have a background in wealth management or investment services, be meticulous, and possess an intrinsic desire to succeed and grow within a high performing team. This candidate should be intelligent, confident, competitive, ambitious, and curious. The IA works collaboratively with the broader investment team to implement, monitor and maintain investment discipline and compliance for an open architecture, multi-asset class, fast growing investment business. At the direction and under the supervision of the senior investment professionals, key job functions will include documentation of investment policy statements, investment research and due diligence as appropriate, ongoing performance monitoring and reporting, compliance management, and one-off projects as needed. This position is not responsible for direct client relationship management. Essential Functions: u00b7 Utilize AI and automation tools to support efficient execution of repetitive processes for the investment team. u00b7 Demonstrate advanced proficiency in Excel, PowerPoint, and other Microsoft Office applications, and maintain strong overall technology competency. u00b7 Apply strong attention to detail and communicate effectively, both verbally and in writing. u00b7 Provide investment support activities, including account opening, investment performance reporting and documentation, compliance support, completion of subscription agreements for private investments, and other operational activities that support a high-quality client experience. u00b7 Prepare and deliver client materials and reports in a timely manner, as requested by the investment team. Experience and Requirements: u00b7 1u20133+ years of experience in an investment-related role supporting UHNW clients, foundations, or endowments; family office experience preferred. u00b7 Bacheloru2019s degree in finance, business, economics, or a related field. u00b7 Working knowledge of core asset classes, including equities, fixed income, private capital, and real assets. u00b7 Demonstrated interest in expanding investment knowledge and contributing to team and business objectives. u00b7 Demonstrate a collaborative, proactive approach and a willingness to support the team across priorities as needed. Location: This position is based in Denver or Seattle and is a hybrid role, with an expectation of working in the office at least three days per week. If thereu2019s 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 (. Benefits: Our approach to benefits and total rewards considers our team membersu2019 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: + 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 Review our full benefits available by employment status here (. 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. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (. 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: $104,550.00 - $123,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Created: 2026-04-04