The Ascent Marketing Analyst will be responsible for enhancing the use of the Ascent Supplementary platform of Hedge Funds, Private Capital Funds, SMA Managers, and Thematic Portfolios. This will involve helping to create training, educational or promotional collateral or digital media used to train/educate Ascent regional investment teams and Ascent clients, with an emphasis on gathering data, analyzing data, and determining which materials are optimal for this purpose. The person in this position will work directly with members of the Ascent regional offices providing training and support, as well as analyzing specific client portfolios to determine where Ascent Supplemental funds might benefit client portfolios.
This role will involve not only understanding of, but the level of knowledge to train others in the most sophisticated investment vehicles and strategies available in Wealth Management, supporting the most sophisticated clients in Wealth Management. The sales support Manager will need to have a deep understanding of:
Private Placement Vehicles. Strong understanding of legal vehicles exempt from the 1940 Act through 3c1 and 3c7 exemptions.
Hedge Fund Strategies. This will include a mastery of the investment techniques used by the most sophisticated investment managers in the industry, deploying Global Macro, Systematic Trading, Merger Arbitrage, Relative Value, Convertible Arbitrage, Distressed Debt, Fixed Income arbitrage and other complex strategies. The Sales Support Manager will need to be fluent on the specific strategies deployed by the 20-25 hedge fund managers on the Ascent Supplemental investment platform, located around the world.
Private Capital Strategies. This position will require a mastery of sophisticated private capital investment strategies including Venture Capital, Growth Capital, Buyout Funds, Private Debt, Asset Based lending, Private Real Estate, Distressed Debt, Real Assets, and others. This position will also need to be fluent in co-investment and direct investment vehicles.
Thematic Investing Strategies. This position will need to acquire fundamental knowledge of long term thematic investing concepts and develop an understanding of Thematic Beta research techniques used to construct the Ascent Thematic Portfolios.
Family Office Clients. The person in this role will need to represent the most sophisticated investment techniques, delivered in the most sophisticated investment vehicles to the most sophisticated set of clients in the Bank, Family Offices. The Wealth Creator or Family Office chief investment officer will have access and exposure to the most complex investment structures in the world, having a comprehensive knowledge of investment opportunities, strategies and managers. Many times, Family Office clients demonstrate a level of sophistication that is greater than that of the investment boards of foundations, endowments, pension plans and other institutional investors.
8-10 years of investment/asset management experience
B.A. in business
CFA designation strongly preferred
Graduate degree preferred
Strong working knowledge of hedge fund and private capital strategies.
Strong portfolio construction knowledge/experience
Strong communication and relationship skills
Strong writing skills.
Internal Number: 180006559
About U.S. Bank - Ascent Capital Management
U.S. Bank is the fifth-largest U.S. commercial bank, operating in more than 3,100 banking offices and holding more than $419 billion in assets. But the U.S. Bank story is about much more than banking.Our 73,000 employees work across departments to help our 18 million customers turn their dreams into reality. We take ownership of projects and initiatives and innovate to provide the best results. We pride ourselves on diligently and ethically upholding U.S. Bank’s best-in-class financial record and legacy of more than 150 years in banking.Most importantly, we put people first, cultivating and treasuring meaningful relationships with the customers we serve, the colleagues we support and the communities where we live and work.
Ascent Wealth Management LLC, is a full service independent investment management firm that is focused on helping you reach your financial dreams. The mission at Ascent Wealth Management, LLC is to guide every one of our clients through the hazards of today’s financial markets. As an independent investment firm we have the freedom to select among the best investment vehicles to help your savings work as hard for you as you have worked to earn them. Our financi...al advice is conscientious of tax implications today and in the future. The needs of every investor are different so contact our office to schedule an interview and begin your adventure towards the summit of your financial dream.