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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business writing, proposal generation, and project management within the financial services sector, particularly in asset and investment management. Proficient in creating customized client-facing materials and collaborating effectively with cross-functional teams to support business development initiatives.
Highest-signal resume keywords
Business Writing ExperienceProposal GenerationFinancial Services ExperienceMicrosoft Office ProficiencyProject Management Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business WritingProposal DevelopmentPresentation CreationProject ManagementUnderstanding of Investment Strategies
Soft Skills
Strong Communication SkillsCollaborative MindsetOrganizational SkillsAttention to DetailAbility to Meet Deadlines
Tools & Technologies
Proposal Management PlatformsMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint
Industry Keywords
Financial ServicesAsset ManagementInvestment ManagementInstitutional InvestingSales Support
About the role
Key responsibilities & impact- Develop high-quality, customized responses to requests for proposals (RFPs), requests for information (RFIs), and other client-facing materials under tight deadlines
- Create presentations, due diligence materials, and other ad hoc documents for prospective and existing clients
- Support business development officers (BDOs) and relationship managers (RMs) in the acquisition and retention of institutional investment management business
- Partner with BDOs, RMs, subject matter experts, and cross-functional teams across U.S. Bank
- Manage multiple projects independently and adhere to detailed client specifications
- Deliver high-quality work within turnaround times ranging from one day to a few weeks
- Contribute to broader sales enablement and strategic business development initiatives across the firm
Requirements
What you’ll need- Bachelor's degree in Communications, English, Journalism, Marketing or related field, or equivalent work experience
- Two to three years of business writing experience in sales support, proposal generation, marketing, communications, publishing or print media
- Financial services experience, preferably within asset management, investment management, or institutional investing
- Ability to quickly develop an understanding of complex products, investment strategies, and technical concepts and communicate them clearly and accurately
- Strong interviewing and communication skills, with the ability to engage subject matter experts and gather information needed to address client requirements
- Experience developing customized proposals, presentations, and other sales support materials
- Proficiency with proposal management platforms and the ability to quickly learn and adapt to new technologies and tools
- Advanced skills in Microsoft Office applications, particularly Word, Excel, and PowerPoint
- Excellent organizational and project management skills, with a strong eye for detail, formatting, and presentation quality
- Proven ability to prioritize competing deadlines, manage multiple projects simultaneously, and perform effectively in a fast-paced environment
- Collaborative mindset with the ability to build strong working relationships across teams while maintaining ownership and accountability for deliverables
- 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
Benefits
Comp & perks- 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
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
