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

We are seeking a self-motivated and curious Investment Account Research Specialist to join our Clearance team. In this role, you will be responsible for providing high-quality support to investment clients and internal partners by resolving operational issues, managing requests, and ensuring compliance with regulatory requirements. This role serves as a key liaison between clients, back-office staff, and front-office representatives, supporting the operational processing of investment-related products and services. An Ideal candidate will demonstrate a strong attention to detail and accuracy, excellent time management skills and thrive in a fast paced,

Key Responsibilities:

• Maintain and update security master systems, including setting up new records and desks for Capital Markets clients.

• Assist with setups related to Capital Markets underwriting and ensure accurate entry of trade-related data across multiple systems.

• Support reporting functions that help clients deliver securities and raise funding for capital projects.

• Ensure all pertinent trade information is accurately entered into systems to enable trading activity.

• Research and resolve operational issues, ensuring timely and accurate responses to clients and internal teams.

• Act as a point of contact for compliance-related questions and operational inquiries.

• Follow up with internal and external stakeholders to ensure resolution of issues and adherence to service level agreements.

• Document all activities and maintain accurate records of operational processes.

• Engage with 10–15 different systems to locate, verify, and input data.

• Manage high-volume workloads and respond to last-minute requests with precision and attention to detail.

Basic Qualifications

• High school diploma or equivalent

• Typically five or more years of relevant work experience

Preferred Skills/Experience

• Strong operational knowledge of all investments operations’ functions, including thorough knowledge of industry rules and regulations

• Thorough understanding of investments operations such as brokerage, trust or retirement investments

• Strong customer service skills

• Capable of identifying minor differences in data and making informed decisions without confusion.

• Effective interpersonal, verbal and written communication skills

• Ability to manage multiple task/projects and deadlines simultaneously

• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

• Comfortable working across multiple systems and adaptable to training in new platforms.

• Well-developed planning, problem-solving and organizational skills

• Ability to identify and resolve/escalate problems

• In working with certain investment products, FINRA licensing may be required

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:

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

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.

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.

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: $24.18 - $32.21

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.