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Research AssociateResearch Associateis responsible for the day-to-day operation of the local government investment pool programs. You will work extensively and collaboratively with other members of the Client Service Group and the and other internal groups with the goal of providing superior client service in an effort to grow assets in our programs and products. This position is not client facing.
PRIMARY RESPONSIBILITIES INCLUDE:
Maintain administrative responsibility for the daily activity of regional local government investment pools
Update investor/participant information on internal systems
Investigation and resolution of reconciling items in banking accounts or shareholder accounts
Investigation and resolution of client issues/concerns
Work with the accounting group to resolve all identified cash and share reconciliation differences among programs
Work with banking institutions to resolve all discrepancies between PFMAM’s records and bank records
Work with Client Services group to resolve client account issues
Maintain and update operational procedures on administered programs and services
Work with Operations teammates to identify inefficiencies in process and participate in creating solutions
Participate in monthly statement production focusing on visual and information checks
REQUIRED SKILLS:
Proficient computer and technical skills:
Microsoft Outlook, Excel, and Access
Actively listens to others
Ability to manage multiple tasks and adapt to a changing, fast-paced environment
Desire to improve processes, take initiative, and solve problems
High School Diploma
2+ years of prior financial services industry experience preferred
Attention to detail and accuracy in a dynamic and fast-paced work environment
Able to quickly learn complex concepts and seamlessly manage multiple priorities
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 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 .
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: $24.90 - $33.17 - $36.49U.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.
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.These jobs might be a good fit