You are viewing a preview of this job. Log in or register to view more details about this job.

2020 Summer Internship Program- Portfolio/Relationship Management (Chicago)

What you’ll do
Our 10-week paid internship experience is dynamic and tailored to your interests. We think you should spend time doing something you love at a place you’re proud to work – not just earning a paycheck.

As an intern, you’ll:
- get hands-on experience solving business needs,
- support communities where we live and work,
- interact with senior executives,
- get paired with a formal mentor,
- attend social and professional development events,
- learn on how to work on a team,
- develop business acumen
- and more.

Portfolio/Relationship Management Internship

Internship Responsibilities May Include:

• Supporting a wealth management advisor, personal trust specialist and/or private banking specialist

• Performing industry research on large corporate clients and customers

• Responding to account inquiries, and perform account maintenance and execute transactions

• Creating monthly compilation of tax credit, equity and fees forecast reporting

• Assisting with preparing credit memos

• Performing research on a specific topic related to wealth management, institutional investing and private capital funds

• Conducting fixed income and portfolio analysis

• Performing other related duties as requested

• Conducting internal/external client calls with relationship managers

• Working with relationship managers to prepare new product presentations

• Assisting with client relationship expansion initiatives

• Participating in team meetings and performing new prospect searches

• Performing other related duties as requested

 Potential titles may include:

• Portfolio Manager

• Relationship Manager

• Investment Management

 Basic qualifications:
  • Pursuing an undergraduate degree
Preferred qualifications:
  • Pursuing a Bachelor’s degree
  • Strong written and verbal communication skills
  • Preferred GPA of 3.0 or above
  • Ability to think and work independently within a professional setting
  • Strong analytical, problem-solving and critical thinking skills
  • Flexibility to work within a multi-discipline team and receive dynamic on-the-job training
  • Highly organized; ability to manage and prioritize multiple tasks and deadlines simultaneously

What to expect after you apply
U.S. Bank posts internship positions by location and career interest. Your recruiter can help you explore the various internship positions nationwide.

The internship position for which you’re applying may be placed under U.S. Bank’s subsidiary, Elavon. Elavon is wholly owned by U.S. Bank, the fifth-largest bank in the United States, and provides end-to-end payment processing solutions and services to more than 1.3 million customers in the United States, Europe, Canada, Mexico and Puerto Rico. As the leading provider for airlines and a top five provider in hospitality, healthcare, retail and public sector/education, Elavon’s innovative payment solutions are designed to solve pain points for businesses from small to enterprise-sized.