Portfolio Management Associate

3 weeks ago


Hackensack, New Jersey, United States U.S. Bank Full time
About the Opportunity

We invite experienced professionals to apply for the position of Portfolio Management Associate at U.S. Bank.

Role Overview

The Portfolio Management Associate will play a key role in the Investor Services department, ensuring that existing and prospective investors meet eligibility, compliance, and anti-money laundering guidelines when processing investor-related transactions.

Main Responsibilities
  1. Reconcile trade information against clients' expected transactions and monies received from investors.
  2. Maintain accurate records of investor queries and requests, responding promptly and professionally.
  3. Generate and distribute confirmations, as well as address any discrepancies that may arise during the trade processing cycle.

This exciting opportunity comes with a salary range of $81,345.00 - $95,700.00, reflecting figures based on the primary location. 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 plans.



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