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 Ascent Family Office Data Analyst supports the health and accuracy of Ascent’s reporting ecosystem — primarily across Tableau, Addepar, and Salesforce. This role ensures that data flowing into dashboards and reports is complete, consistent, and reliable, enabling leaders to make confident, data‑driven decisions.

In addition to traditional reporting responsibilities, this position increasingly focuses on leveraging AI‑enabled tools, including Microsoft Copilot, AI agents, Tableau and Power BI platform capabilities, to improve data operations, reduce manual effort, and enhance reporting scalability.

The analyst is responsible for ongoing data integrity, including monitoring data quality across systems, reconciling discrepancies, validating data feeds, and troubleshooting issues that could impact reporting accuracy. The role will also incorporate AI‑assisted data validation, anomaly detection, and workflow automation to drive greater efficiency.

A core function of this position is to build, enhance, and maintain Tableau dashboards and data sources, ensuring visualizations remain accurate, accessible, and aligned with evolving business requirements. The analyst will also support Addepar data maintenance and provide routine Salesforce reporting, helping ensure stakeholders have dependable insights into client, operational, and performance data.

As a cross‑functional collaborator across analytics, operations, and front‑office teams, the Ascent Data Analyst keeps multi‑step workflows moving—communicating proactively, documenting processes clearly, and following through from data intake to final output. Increasingly, this includes identifying opportunities to streamline processes using AI, automation, and digital agents.

Key Responsibilities:

• Maintain data integrity across Tableau, Addepar, and Salesforce through routine quality checks, validation, and reconciliation using AI‑assisted checks with Microsoft Copilot and related tools to enhance accuracy and efficiency.
• Manage and optimize Tableau dashboards and data models, leveraging AI capabilities to accelerate insight generation, support dashboard creation, and improve performance.
• Deliver accurate data extracts and analysis for internal partners, using Copilot and generative AI to streamline dataset preparation, surface patterns, and summarize findings.
• Maintain and enhance reporting systems, including Addepar data structures and Salesforce reports/dashboards, using AI‑supported query building and workflow enhancements where applicable.
• Document and automate data workflows by updating data dictionaries, improving process clarity with AI‑enabled documentation tools, and identifying automation opportunities through Copilot, Power Automate, Power Apps, and AI agents.

Basic Qualifications

• Bachelor’s degree.
• 1–3 years of experience in analytics, reporting, data operations, or a related field.
• Exposure to Microsoft Copilot, AI agents, or generative AI tools for data analysis, workflow optimization, or content creation.
• Experience with Microsoft Power Platform (Power Automate, Power Apps, Copilot Studio) for task automation or workflow optimization.
• Working knowledge of SQL (querying, joins, filtering, basic aggregation).
• Advanced Excel skills (PivotTables, XLOOKUP/INDEX‑MATCH, nested formulas); exposure to VBA for automation.
• Familiarity with Tableau (Desktop/Server).

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:

• 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

Review our full benefits available by employment status here.

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: $92,820.00 - $109,200.00

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.