Fixed Income Investment Strategist

Job Description At U.S. Bank, we’re 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 at—all from Day One. Key Responsibilities Serve as the West Coast–based Portfolio Strategist, with primary responsibility for supporting clients, prospects, and business development efforts across the region, while remaining fully integrated with the firm’s centralized Portfolio Strategies Group (PSG) Develop and communicate fixed income investment strategies across the firm’s separately managed account (SMA) platform Contribute to and provide input into PFMAM’s Fixed Income and Risk Management Working Group discussions, translating committee views into portfolio positioning and client-facing messaging Synthesize economic, market, and portfolio insights into actionable strategy views; collaborate with Portfolio Strategists, Quantitative Analysts, and Portfolio Managers to support investment decision-making Develop and maintain strategy guidance and market positioning materials for use across client-facing teams, updating regularly based on market conditions Own and standardize the development of market updates and investment strategy materials for firm-wide use, ensuring consistency of messaging across Distribution, Client Service, and Portfolio Management teams Serve as a fixed income subject matter expert (SME) and thought partner to internal and external stakeholders; produce thought leadership and educational materials for clients and prospects Develop and deliver fixed income education and training for internal teams and external clients, including presentations on market conditions, Federal Reserve policy, portfolio construction, and sector positioning Play a lead role in investment strategy positioning for RFPs and finalist presentations, including shaping messaging, coordinating inputs across teams, and ensuring alignment with firm-wide investment views Provide strategic support to large and high-priority client relationships, delivering tailored portfolio insights and ensuring consistent implementation across mandates Serve as a client-facing representative of the investment team, delivering market updates, portfolio insights, and strategy discussions in client meetings, conferences, and training forums, with a focus on California regional engagement Partner with portfolio managers to lead strategy communication, client engagement, and presentation efforts, enabling investment teams to remain focused on portfolio management and trading execution Provide enhanced support for large and strategically important client relationships, delivering tailored portfolio strategy insights and ensuring consistent implementation across portfolios Act as a feedback conduit between clients and the investment team, incorporating client perspectives, market sentiment, and competitive insights into strategy development and messaging Facilitate communication between the investment team, trading desk, and client-facing teams to improve efficiency, consistency, and delivery of investment solutions across regions Basic Qualifications High school diploma or equivalent Five or more years of experience in a consultative investment role CFA designation Preferred Skills & Experience Bachelor’s degree in Finance, Economics, Business, Mathematics, or a related field, with a strong academic record 5 or more years of relevant experience in portfolio management, trading, strategy development, fixed income investment research, or quantitative analysis Demonstrated in-depth knowledge of fixed income securities, markets, and portfolio management principles Strong analytical and problem-solving skills with a high level of attention to detail Proven ability to prioritize and manage multiple projects and deadlines simultaneously Effective leadership skills and the ability to collaborate within a team-oriented environment Excellent written and verbal communication skills Commitment to the highest ethical standards, with a strong sense of personal accountability, risk management, and compliance awareness Advanced proficiency in Microsoft Office applications, particularly Excel and Copilot Working knowledge of Bloomberg or similar financial data platforms CFA designation strongly preferred Willingness and ability to travel up to 50% as required 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 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: $124,355.00 - $146,300.00 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. 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. 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. #J-18808-Ljbffr Us Bank