Investor Allocations Manager

U.S. Bank

Base: $117,725.00 - $138,500.00; bonus/equity: inc...
Fund and investor-level nav calculation
Management of alternative investment funds
Advanced microsoft excel skills
U.S. Bank’s Alternative Investment Services Allocations department is responsible for the accurate calculation of fund and investor-level net asset value supporting hedge fund and private equity structures

Job Summary

  • U.S. Bank’s Alternative Investment Services Allocations department is responsible for the accurate calculation of fund and investor-level net asset value supporting hedge fund and private equity structures.
  • The role involves supervising a team, maintaining official fund records, ensuring compliance, and acting as a trusted advisor by identifying risks and implementing process improvements.
  • Benefits include comprehensive healthcare, retirement plans, paid vacation and holidays, adoption assistance, and disability leave, designed to support team members’ health and financial security.

Matching Summary

U.S. Bank’s Alternative Investment Services Allocations department is responsible for the accurate calculation of fund and investor-level net asset value supporting hedge fund and private equity structures.

Salary

Base: $117,725.00 - $138,500.00; Bonus/Equity: Incentive and recognition programs, equity stock purchase; Benefits: Healthcare, retirement plans, paid leave, adoption assistance

Skills & Requirements

Must-have

  • fund and investor-level NAV calculation
  • management of alternative investment funds
  • advanced Microsoft Excel skills
  • experience with Advent and Investran
  • team supervision and leadership
  • investor servicing and communications

Nice-to-have

  • process improvement implementation
  • strong analytical and problem-solving skills
  • effective verbal and written communication
  • collaboration with auditors and financial reporting
  • self-starter mindset

Key Requirements

  • Bachelor's degree in accounting or finance
  • 7 to 9 years alternative investments experience
  • knowledge of portfolio accounting
  • ability to interpret legal and governing documents
  • experience managing multiple projects and deadlines

Work Rights

Not specified

Tailored Resume

Cover Letter