Ascent Private Capital Management of U.S. Bank (
) is an advisory and consulting firm to individuals and families of significant resources who aspire to make a positive and lasting impact on their families, their communities and the world. Ascent serves its clients through an innovative and highly personalized client service model that integrates traditional wealth management (financial planning, investment management, private banking, personal trust and estate administration and family office advisory) with strategic wealth management that addresses family communications, family governance, risk management, education and preparation of heirs, leadership, and philanthropy.
Ascent is regarded as one of the financial industry’s premier ultra-high-net-worth wealth managers. Industry awards have been consistent since inception and include recognition from a number of organizations including Private Asset Management Magazine (PAM), Family Wealth Report (FWR), and Bloomberg Markets. Ascent was acknowledged as “Best Newcomer” by Private Wealth Management in 2013, “Best Brand Launch” by FWR in 2014 and “Best Alternative Asset Manager” in 2016. Awards from PAM include “2014 Best Private Client Wealth Manager, over $5 Billion,” 2015 Best Multi-family Office Service Provider, and 2016 “Best in Class: Private Banking Client Service.”
The Ascent national office is located in San Francisco, California. The firm is offering a 90 day Summer Associate opportunity during the summer of 2018. Start and end dates for this program are flexible and subject to student availability. Over the course of the program, the most qualified candidate will have the opportunity to:
Work with senior leaders to understand the drivers of the business and develop strategic reporting and analysis based on those insights
Streamline and enhance management reporting functions through utilization of business intelligence tools
Champion the use of CRM within the firm by driving platform enhancements and growing end user utilization
Learn our business from end to end and understand what makes Ascent one of the fastest growing firms in the ultra-high-net-worth space.