Job Information
U.S. Bank Wealth Management Data Analytics & Reporting Analyst in Minneapolis, Minnesota
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.
Job Description
The Wealth Management Data Analytics & Reporting Analyst is responsible for performance, regulatory, risk and incentive related reporting for the Wealth Management line of business. We’re looking for an analyst who understands the importance of telling a rich story with data.
They will help answer ad-hoc business questions relating to business development efforts. They will also suggest and proactively implement new report development and enhancements to existing reporting as well as analyses used for management decisions and monitoring. They will work in a collaborative manner with the team to address data needs to support on-going efforts.
Responsibilities:
Support Wealth business partners with report development and data needs. Review data and reporting requirements and determine best tools to support business initiatives and business intelligence.
Interface with Data Warehouse, Operations, Customer Information, and other data teams to understand and make use of available data and reporting systems and reporting teams.
Identify, gather, and analyze wealth management data to support enhanced understanding of wealth initiatives.
Work with internal partners to develop and maintain key metrics, dashboard/reporting and ad hoc analysis to quantify, monitor and improve business intelligence.
Serve as subject matter expert (SME) in wealth banking and brokerage activities and performance.
Basic Qualifications
Master's degree in data and technology management, or equivalent work experience
Five to ten years of experience in data management and business intelligence in the financial services industry
Preferred Skills/Experience
Experience with SQL database modeling and design
Prior hands-on experience and proficiency with SQL, Power BI, and MS Excel
Comfortable working with complex data sets and building additional data sets from them those data sets
Prior work with a banking, brokerage and wealth platforms preferred
Comfortable with hands-on work with customer data in various data environments
Excellent verbal and written communication, collaboration and partnership skills
Conversant in basic and descriptive statistics
Strong organizational and analytical skills
Demonstrated leadership skills
Ability to thrive in a fast-paced environment
BS in finance, statistics, accounting, information technology, computer science or related field preferred
If there’s 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 (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .
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 law
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) EEO poster.
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 (https://careers.usbank.com/verification-of-eligibility-for-employment) .
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: $108,375.00 - $127,500.00 - $140,250.00
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.
Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.