Senior Investment Analyst, Private Markets

2 weeks ago


San Francisco, United States U.S. Bank Full time

Senior Investment Analyst, Private Markets page is loaded## Senior Investment Analyst, Private Marketslocations: San Francisco, CA: Cincinnati, OHtime type: Full timeposted on: Posted 18 Days Agotime left to apply: End Date: December 19, 2025 (23 days left to apply)job requisition id: 2025-0027174At 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.## **Job Description**U.S. Bank (“USB”) is looking for an Investment Analyst to join the private markets investment team. The Private Markets team is responsible for sourcing, conducting diligence, monitoring and merchandizing of private market investment opportunities (e.g. private equity, venture capital, private debt and private real assets) for the various client segments that include institutions, and ultra-high-net-worth and high-net-worth individuals and families. The team is also in the process of building and launching co-mingled private equity funds.This is an opportunity to join an active and rapidly growing private markets program within one of the most respected financial institutions in the industry. The individual will report to the Head of Private Markets and participate in the design and execution of an industry leading private markets program that invests across primary, secondary and direct opportunities. The individual will also be an integral part of the team and will play an important role in sourcing, evaluating, recommending, monitoring, and presenting investment ideas.**Key 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**Basic Qualifications:** - 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 Skills/Experience:** - 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 qualityIf there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our .**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 (some may vary based on role, location or hours):* 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 lawU.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 .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: $117,725.00 - $138,500.00U.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.**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,
#J-18808-Ljbffr



  • San Francisco, CA, United States U.S. Bank Full time

    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,...


  • San Francisco, CA, United States U.S. Bank Full time

    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,...


  • San Francisco, CA, United States U.S. Bank Full time

    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,...


  • San Francisco, United States Fidelity Investments Full time

    Job Description: The RoleAs SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity's asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity's growing...

  • Investment Analyst

    5 days ago


    San Francisco, United States Northwestern Mutual Full time

    Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. Collectively, the team manages $65B of AUM. NMC manages capital primarily for The Northwestern Mutual Life Insurance Company, a...


  • San Francisco, United States U.S. Bank Full time

    A major financial institution in San Francisco is seeking a Senior Investment Analyst for its Private Markets team. The role involves sourcing and evaluating investment opportunities, conducting due diligence, and presenting investment findings. Ideal candidates will have a Bachelor's degree in business or finance, along with 2-5 years of relevant...


  • San Francisco, United States Orbis Investment Management Limited Full time

    Summer Investment Analyst (San Francisco) page is loaded## Summer Investment Analyst (San Francisco)locations: Non Orbis Location (USA)time type: Full timeposted on: Posted Todayjob requisition id: JR437**Firm**: Orbis Investment Management (U.S.), L.P.**Location**: San Francisco**About Orbis:**We believe that to make a...


  • San Francisco, United States Orbis Investment Management Limited Full time

    Firm: Orbis Investment Management (U.S.), L.P.Location: San FranciscoAbout Orbis: We believe that to make a difference for clients, we must invest differently. Orbis was founded in 1989 by Allan Gray to provide clients with performance-oriented global investment management services. Today, Orbis invests over $50 billion on behalf of clients across several...


  • San Francisco, United States RBC Capital Markets, LLC Full time

    Job Description 2027 Global Investment Banking Summer Analyst - San Francisco What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries...


  • San Francisco, United States Rubicon Carbon Full time

    Senior Investment Analyst, Carbon ProjectsCompanyRubicon Carbon is a next-generation carbon solutions provider. Led by a world-class management team, Rubicon is an innovative platform that channels capital to unlock at-scale decarbonization projects and delivers trusted, enterprise-grade solutions for carbon credit purchasers. Rubicon strives to deliver...