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Investment Services Rotational Development Program Analyst
Investment Services Rotational Development Program AnalystU.S. Bancorp • Boston, MA, US
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Investment Services Rotational Development Program Analyst

Investment Services Rotational Development Program Analyst

U.S. Bancorp • Boston, MA, US
1 day ago
Job type
  • Full-time
Job description

Investment Services Rotational Development Program

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 atall from Day One.

Job Description

Who we're looking for

If you enjoy building relationships, have a passion for sales and negotiation, want to contribute to the growth and stability of our national economy, and want to be part of one of the fastest growing investment sectors, check out our Investment Services rotational development program! We're looking to build the Exchange Traded Funds (ETF) subject matter experts of the future!

What you'll do

Our 2.5-year Investment Services Rotation Development Program ensures that high potential college new hires are deeply immersed in three distinct departments within Investment Services that are critical to accelerate becoming a Junior Business Development, Client or Relationship Manager Officers upon graduation. These roles support existing clients, meet with prospective clients to share what makes U.S. Bank the preferred service provider, representing the bank, answering questions, and negotiating pricing / terms with the client and the business line.

Each three ten-month rotation equips new hires with hands-on work where they will learn the foundational knowledge and skills to accelerate their career. Rotations begin with a deep dive into the Operations of Investment Services to understand client resolution and product support, followed by a Product deep dive to understand the market and the differentiation of our products. The final rotation focuses on developing the skills necessary to prospect and support clients.

In addition to accelerating capabilities through the diversified rotations, analysts also accelerate their knowledge through supplemental development training among their cohort of program peers and mentorship specifically designed to help support their transition from college into the bank.

While the program begins in Milwaukee, it is very likely that analysts will need to relocate to Boston during the tenure of the program. U.S. Bank would financially support this relocation.

As an Investment Services Rotational Program Associate, you will :

  • Learn to develop new client relationships and deepen existing relationships through our consultative and holistic approach to solving client needs
  • Get hands-on experience in a variety of Investment Services roles including across Operations, Product, and Client and Prospect facing
  • Develop technical and business acumen through training, mentorship, and exposure to senior executives
  • Build a supportive community of peers through a variety of cohort strengthening activities such as social events, development workshops, and catered insight to support your transition from college to the workforce

Basic qualifications :

  • Bachelor's degree in Business, Finance, Mathematics, Economics or similar majors completed prior to start date
  • Basic understanding of investment terminology, concepts, and applications through relevant coursework or projects in cost and managerial accounting, business finance (basic functions), and advanced financial management (financial analysis for decision making), and micro & macro economics
  • Customer service experience and / or highly adept at building and maintaining strong relationships
  • Ability to start rotation program on July 13, 2026
  • Preferred qualifications :

  • Strong interest in client and relationship management and customer-centricity
  • Exceptional communication and presentation skills
  • Strong work ethic with a proactive, flexible attitude and a desire to pitch-in wherever needed
  • Developed problem solving skills and a solutions-focused approach to addressing challenges
  • Outstanding teamwork and project execution skills with multitasking capability
  • Unwavering integrity and ethics
  • Proficient in Office 365, with strong skills in Excel
  • Working model and hours :

    This role is hybrid. Team members who are in a hybrid role typically spend three days a week at the listed U.S. Bank location(s), while having flexibility on their work location for the other working days.

    Rotational program members work approximately 40-hours each week in this fulltime role.

    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.

    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
  • 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.

    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 : $66,640.00 - $78,400.00

    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.

    Posting may be closed earlier due to high volume of applicants.

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    Investment Analyst • Boston, MA, US

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