Ascent Director of Investments

Job Title

Manages investments and portfolios for Ascent Private Capital Management and business development for UHNW client base. Plays supporting role for investment function on regional team and will have some client exposure alongside more senior members of the team. May manage relationships and direct communications with clients. Executes trades and develops portfolio transition and implementation plans. Writes investment reviews. Designs and prepares reports/models to be shared with clients and prospects.

Basic Qualifications

• Bachelor's degree, or equivalent work experience
• Seven or more years of experience in a portfolio/wealth management role

Preferred Skills/Experience

• Two or more years of experience working with alternative assets
• Advanced understanding of finance/accounting/investments and portfolio construction
• Strong modeling skills
• Effective interpersonal and verbal and written communication skills

Benefits

Our approach to benefits and total rewards considers our team members' 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

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.

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: $139,230.00 - $163,800.00