<p><strong>Investment Operations Analyst</strong></p><p>Are you ready to launch or grow your financial services career in a fast-paced, dynamic environment? Our client, an alternative investment firm in the Twin Cities, is seeking a detail-oriented <strong>Investment Operations Analyst</strong> to join their team and make an impact in structured security products.</p><p>This role covers end-to-end responsibilities in the operational trade lifecycle, including data flow, trade confirmations, reconciliation, and monitoring. If you’re a motivated self-starter with strong problem-solving and collaboration skills, this opportunity could be the perfect fit.</p><p><strong>Key Responsibilities</strong></p><p>Ensure accuracy in <strong>daily investment operational tasks</strong>, including reporting, trade settlements, and resolving trade breaks or fails.</p><p>Provide <strong>trade confirmation</strong> for structured security product trades and associated derivatives.</p><p>Conduct <strong>cash reconciliation</strong>, including handling lifecycle events such as monthly P& I payments.</p><p>Collaborate with internal and external stakeholders, including brokers, treasury, accounting, and traders, to resolve issues proactively.</p><p>Perform <strong>weekly and monthly reconciliations</strong> of investment positions and activity across holdings while investigating and resolving discrepancies.</p><p>Support ad-hoc analysis and assist in process improvement initiatives.</p><p><strong>Qualifications</strong></p><p><strong>1–3 years of experience</strong> in financial operations or a related role within financial services or a trading firm.</p><p><strong>Bachelor’s degree</strong> in Finance, Accounting, or a related field.</p><p>Advanced proficiency in Microsoft Excel; VBA knowledge is a plus.</p><p>Prior experience with <strong>structured securities products</strong> is advantageous.</p><p>Strong written and verbal communication skills, with an ability to manage competing priorities effectively.</p><p>Highly collaborative mindset with strong interpersonal skills and the ability to thrive under pressure.</p><p><br></p><p>This is a unique opportunity to make an immediate impact, contribute to operational excellence, and work within an environment that appreciates initiative and fosters professional development.</p><p><strong>Take the next step in your career journey!</strong> Contact Douglas Rickart at <strong>612-249-0330</strong>, connect with him on LinkedIn, or click <strong>apply now</strong> to express your interest today!</p>
<p>We are looking for a detail-oriented Investment Accounting Analyst to join our dynamic team in Twin Cities. In this role, you will have the opportunity to work closely with senior leadership and gain exposure to diverse aspects of fund accounting, tax, investment operations, and financial reporting. This position offers a chance to contribute to a growing organization focused on delivering risk-adjusted returns through a flexible, multi-strategy investment approach.</p><p><br></p><p>Responsibilities:</p><p>• Manage deal operations by reviewing legal documentation, capital structures, and trade allocations to ensure smooth investment closings.</p><p>• Analyze and update valuation models for illiquid assets to maintain accurate financial assessments.</p><p>• Oversee distributions of proceeds and validate reporting accuracy provided by servicers and operating partners.</p><p>• Monitor investment performance against expectations and collaborate with the investment team to analyze discrepancies.</p><p>• Lead oversight of operating partners through continuous communication, risk assessments, reporting reviews, and recurring audits.</p><p>• Supervise fund accounting processes, including reviewing reconciliations, accruals, close packages, and financial reporting prepared by the Fund Administrator.</p><p>• Assist in the preparation of quarterly financial statements for investors and support annual audits.</p><p>• Perform weekly liquidity monitoring and compile return and profit/loss estimates for internal reporting.</p><p>• Coordinate with external auditors and tax professionals to complete fund audits and tax returns, ensuring compliance with regulatory standards.</p><p>• Support investor relations by addressing inquiries, maintaining due diligence documentation, and assisting with audit processes.</p>
<p>We are looking for an Investment Analyst to join a dynamic financial services firm in Greater Twin Cities area. This role focuses on supporting public fixed income portfolios, with an emphasis on investment-grade and high-yield credit strategies. As part of a collaborative research team, you will play a key role in delivering insightful analyses and actionable recommendations to support institutional portfolio mandates.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed evaluations of portfolio holdings to ensure alignment with current investment risks and fundamental outlooks, including updating internal credit ratings and company assessments.</p><p>• Track developments in primary and secondary corporate bond markets to identify investment opportunities, perform pricing analyses, and provide trade recommendations.</p><p>• Perform sector-level research to uncover emerging trends and inflection points, forming forward-looking perspectives on valuation and risk.</p><p>• Drive innovation initiatives aimed at improving research processes through technology integration and data-driven methodologies.</p><p>• Collaborate across sectors to contribute to internal presentations, research publications, and investment committee discussions.</p><p>• Analyze market benchmarks and index compositions to maintain a competitive edge in portfolio strategies.</p><p>• Provide timely earnings reviews and updates to internal teams to refine credit assessments.</p><p>• Develop relative value analyses to aid in decision-making for portfolio investments.</p>
<p>Join a fast-paced environment at a top investment firm as a Mutual Fund Operations Analyst! Are you looking to grow your career in the dynamic world of asset management operations? Our $12 billion investment management firm in the Minneapolis/St. Paul area is seeking a talented Mutual Fund Operations Analyst to join our team. If you’re detail-oriented, analytical, and thrive in a fast-paced environment, this may be the opportunity for you!</p><p><strong>Key Responsibilities:</strong></p><p>· Execute and reconcile mutual fund trades; resolve trade discrepancies.</p><p>· Set up assets, perform fund exchanges, and post income and capital gains.</p><p>· Weekly reconciliation of omnibus funds.</p><p>· Manage proxy services.</p><p>· Handle shadow accounting and balancing transactions.</p><p><strong>Preferred Qualifications:</strong></p><p>· Trust or brokerage operations experience.</p><p>· Familiarity with trust accounting software.</p><p>· Basic bookkeeping and Excel skills.</p><p>· Strong attention to detail, organization, and problem-solving abilities.</p><p>· Excellent communication and professionalism.</p><p><strong>Why Apply?</strong></p><p> Be part of a collaborative environment with growth potential in the financial services sector.</p><p>If you are interested in joining this growing firm please contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply through the link provided. </p>
We are looking for a Treasury Analyst/Assistant Treasurer to join our team in Minneapolis, Minnesota. In this role, you will play a pivotal part in managing cash flow, investment operations, and compliance processes. This position is ideal for an experienced treasury expert who is eager to contribute to strategic initiatives in a fast-paced, collaborative environment.<br><br>Responsibilities:<br>• Oversee daily cash activities across multiple bank accounts, ensuring accurate tracking and reporting.<br>• Conduct cash transfers and maintain detailed cash flow forecasts to support optimal liquidity management.<br>• Prepare and distribute reports related to investment operations, ensuring timely and accurate processing of trade settlements.<br>• Manage global documentation for investment transactions and coordinate payments for investment manager fees and capital calls.<br>• Draft and issue Letters of Direction to custodians while supporting compliance reporting for investment activities.<br>• Collaborate on cross-departmental initiatives as a treasury subject matter expert, driving key projects and improvements.<br>• Provide backup support for accounts payable processing and approvals on a regular basis.<br>• Maintain adherence to risk management policies by implementing governance and internal control standards.<br>• Ensure compliance with regulatory requirements, enterprise risk management frameworks, and organizational policies.
<p>We have a great full-time permanent opportunity for a Financial Analyst in Downtown Minneapolis. This opportunity is exclusive to Robert Half and is the premier provider of accounting and finance professionals on a long-term and recurring basis. Our salaried professionals are employees of Robert Half and receive “Fortune 500” quality benefits, and paid vacations/holidays. We can offer you challenging job opportunities in various industries, new skills development and occasional travel if desired.</p><p> </p><p> </p><p>Role & Responsibilities</p><p>· Seeking a highly flexible individual comfortable with large amounts of information, and adept at managing expectations</p><p>· Supporting weekly, quarterly and annual Area/Segment level Bookings and P& L forecasting</p><p>· Analyzing performance to date and assessing potential risks and opportunities</p><p>· Understanding and explaining internal and external drivers impacting performance and trending</p><p>· Learning and applying econometric and statistical methods to forecasting</p><p>· Enabling effective Business Intelligence (BI) to provide forward-looking insight and decision support</p><p>· Provide analytical support during New Year readiness/Year End planning cycle</p><p>· Drive the strategy and business planning process</p><p>· Work with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization</p><p>· Drive monthly reporting to business partners on financial results and actions required</p>
We are looking for a detail-oriented Pricing Analyst to join our services team in Minneapolis, Minnesota. This role requires a strong analytical mindset and a passion for uncovering actionable insights from financial and market data. The ideal candidate will play a key role in shaping pricing strategies and supporting decision-making through data-driven solutions.<br><br>Responsibilities:<br>• Analyze internal and external data to identify trends and opportunities that enhance strategic rate setting and pricing processes.<br>• Provide support for existing and new data models by validating inputs and conducting detailed analyses.<br>• Create competitive intelligence reports and present findings using clear data visualizations.<br>• Examine historical financial data to develop pricing strategies tailored to specific practice areas and methodologies.<br>• Gather information on key project components to address client pricing requirements and requests.<br>• Assist in the collection and validation of internal data for competitive intelligence and survey reporting.<br>• Contribute to the development of tools, templates, and procedures designed to improve pricing workflows across the organization.<br>• Collaborate with external vendors to confirm and validate data while evaluating investment decisions.<br>• Conduct research and benchmarking on legal pricing trends across various markets and practice areas.<br>• Monitor and report on industry-wide rate trends to inform strategic decision-making.
<p>We are looking for a Senior Financial Analyst in the West Metro. This role is ideal for someone with a strong background in finance and accounting, seeking to contribute to a dynamic environment. The ideal candidate will use their analytical expertise to drive process improvements and deliver meaningful insights that support strategic decision-making.</p><p><br></p><p>This opportunity comes with medical, dental/vision, 401k, PTO, and hybrid work schedule. </p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken</p>
We are looking for a detail-oriented Financial Analyst/Manager to join our team in Minneapolis, Minnesota. The ideal candidate will play a pivotal role in analyzing financial data, developing models, and providing insights to support strategic decisions. This position offers an opportunity to collaborate with cross-functional teams and drive improvements in profitability and financial processes.<br><br>Responsibilities:<br>• Analyze gross profit trends to identify key drivers, including cost reductions, material variances, and logistics impacts.<br>• Collaborate with sales teams to evaluate the influence of market trends, discounts, and pricing strategies on gross profit.<br>• Develop and maintain robust financial models to support budgeting, forecasting, and strategic planning processes.<br>• Conduct variance analysis to identify discrepancies between actual results and budgeted figures, providing actionable recommendations.<br>• Manage annual budget preparation and oversee ongoing budget monitoring processes.<br>• Improve financial systems and processes to enhance reporting accuracy and efficiency.<br>• Deliver detailed reports and presentations to stakeholders, highlighting key financial performance metrics.<br>• Provide insights and recommendations to support long-term business growth and profitability.<br>• Partner with other departments to ensure alignment of financial strategies with organizational goals.<br>• Monitor industry trends and market data to inform decision-making and strategic planning.
<p>Our client is looking for a Senior Financial Analyst with a Bachelors degree in Finance or Accounting and 2+ years experience. The right candidate will have strong technical skills including Advanced Excel and working with models. Great team in an exciting industry! Please reach out confidentially on LinkedIN @JenniferExsted.</p>
We are looking for a dedicated Financial Analyst to join a nonprofit organization in Minneapolis, Minnesota. This role will involve analyzing financial data to uncover meaningful insights, collaborating closely with leadership, and contributing to the organization's impactful mission. If you have expertise in financial reporting and a passion for making a difference, this position could be a great fit for you.<br><br>Responsibilities:<br>• Analyze financial data to provide actionable insights and support strategic decision-making.<br>• Develop and maintain financial models to forecast performance and evaluate potential scenarios.<br>• Collaborate with the Director and Vice President of Finance to prepare detailed financial reports.<br>• Conduct variance analyses to monitor budget adherence and identify key trends.<br>• Perform ad hoc financial analysis to address specific business needs or challenges.<br>• Utilize data mining techniques to extract relevant financial information and identify patterns.<br>• Support full-cycle accounting processes, ensuring accuracy and compliance.<br>• Apply knowledge of nonprofit accounting principles to manage financial operations effectively.<br>• Communicate complex financial information clearly to stakeholders and leadership.
We are looking for a highly skilled Sr. Financial Analyst to join our team in Minneapolis, Minnesota. This role focuses on managing selling expenses within the retail sector while partnering closely with senior business leaders to provide actionable insights. Ideal candidates will have a strong background in financial planning and analysis, particularly in retail finance, and a passion for driving process improvements.<br><br>Responsibilities:<br>• Analyze store selling expenses, including labor costs, workforce trends, and occupancy accounting, to optimize financial performance.<br>• Collaborate with Finance team members and Sales Operations leaders to ensure alignment on expense management strategies.<br>• Develop and present business case analyses, identifying trends and providing recommendations based on data-driven insights.<br>• Manage deliverables across Finance and other business units, ensuring timely and accurate reporting.<br>• Drive process improvement initiatives by analyzing existing workflows and implementing enhancements.<br>• Prepare and deliver presentations to senior and executive leadership, communicating financial impacts and insights effectively.<br>• Partner with accounting teams to assess the financial implications of store openings and closures.<br>• Explore profitability drivers within retail FP& A, such as hourly wage impacts and workforce scheduling.<br>• Provide expertise in workforce management, analyzing labor costs and minimum wage impacts.<br>• Ensure adherence to best practices in expense structure management across multi-unit retail operations.
We are looking for an experienced Senior Financial Analyst to join our team in Arden Hills, Minnesota. This role is pivotal in driving financial strategy and providing insightful analysis to support decision-making across the organization. If you have a strong background in financial planning, reporting, and collaboration with cross-functional teams, we encourage you to apply.<br><br>Responsibilities:<br>• Prepare and distribute comprehensive monthly financial reporting packages, including consolidated profit and loss statements, variance analyses, and key performance metrics.<br>• Lead the budgeting and forecasting processes, working closely with leadership and department heads to align financial goals.<br>• Evaluate performance trends, including cost drivers, revenue patterns, and segment profitability, to uncover actionable insights.<br>• Conduct ad hoc financial analysis and modeling for capital investments, pricing strategies, and other strategic initiatives.<br>• Support integration efforts for new business acquisitions, ensuring alignment in financial reporting structures and forecasting models.<br>• Collaborate with operational, sales, and purchasing leaders to translate business activities into meaningful financial insights.<br>• Work with the Accounting team to ensure accurate month-end accruals, account classifications, and consistent reporting practices.<br>• Develop and implement improvements to financial planning and analysis processes, tools, and templates.<br>• Assist in preparing financial presentations for board meetings, lenders, and other external stakeholders.
<p>We are looking for an experienced Senior Financial Analyst to join our team in Bloomington area. This role is ideal for someone with a strong background in financial analysis, modeling, and reporting within a manufacturing or project-based environment. The successful candidate will play a key role in supporting strategic decision-making through detailed analysis and forecasting. Salary up to$135K plus bonus and fantastic benefits. If you are interested, please reach out to Steve Cashman on LinkedIn or call Steve at 612.446.5690</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth financial analysis to support business operations and strategic goals.</p><p>• Develop and maintain financial models to evaluate performance and forecast future outcomes.</p><p>• Analyze cost structures and variances to identify trends and recommend improvements.</p><p>• Collaborate with project teams to ensure accurate budgeting, forecasting, and financial reporting.</p><p>• Implement risk management policies to mitigate financial exposure and ensure compliance.</p><p>• Provide insights and recommendations based on ad hoc financial analysis.</p><p>• Utilize SAP and other financial systems to streamline reporting and improve data accuracy.</p><p>• Ensure adherence to generally accepted accounting principles (GAAP) or international financial reporting standards (IFRS).</p><p>• Support large-scale projects with cost forecasting and scheduling expertise.</p><p>• Partner with cross-functional teams to optimize financial processes and outcomes.</p>
We are looking for a skilled Financial Analyst/Manager to join our team in Minneapolis, Minnesota. This role is essential for driving revenue growth, profitability, and operational efficiency across sales, marketing, and product channels. The ideal candidate will actively contribute to the development of financial strategies and provide actionable insights to support business objectives.<br><br>Responsibilities:<br>• Establish revenue and profit targets on annual, quarterly, monthly, and daily bases, ensuring alignment with organizational goals.<br>• Collaborate with business leaders across sales, marketing, supply chain, and product teams to achieve gross profit objectives.<br>• Analyze product and channel performance to optimize order and delivery outcomes while meeting established goals.<br>• Evaluate marketing expenditures to enhance cost efficiency and improve conversion rates within the sales funnel.<br>• Develop and maintain financial models to support strategic decision-making and performance tracking.<br>• Provide detailed sales and marketing reports to support leadership in identifying growth opportunities.<br>• Conduct variance analysis to compare actual financial performance against budgets and forecasts.<br>• Lead the budgeting process, ensuring accuracy and alignment with corporate objectives.<br>• Deliver actionable insights through in-depth financial analysis to support key business decisions.<br>• Monitor and report on gross profit trends, identifying areas for improvement and recommending solutions.
<p>We are looking for an experienced Senior Financial Analyst to join our team on a long-term contract basis. This role offers an exciting opportunity to drive business value by leading financial initiatives, delivering performance insights, and collaborating across various departments. As part of this position, you will provide analytical expertise, create detailed financial models, and support decision-making processes that impact the organization.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain comprehensive financial models, such as long-term forecasts, labor cost projections, cash flow analyses, and profitability evaluations.</p><p>• Enhance and optimize existing budgeting and forecasting tools to improve efficiency and analytical capacity.</p><p>• Collaborate with Business Unit Finance to offer analytical support for operational decision-making.</p><p>• Conduct cost-benefit analyses for proposed projects, presenting recommendations to senior management.</p><p>• Perform ad hoc financial and operational analyses to address special projects and organizational needs.</p><p>• Analyze key trends and data to support forecasting and strategic decision-making efforts.</p><p>• Assist in budgeting and forecasting for specific cost items, including aircraft leasing expenses, debt management, and balance sheet projections.</p><p>• Prepare presentations for senior leadership and the Board of Directors, effectively communicating insights and recommendations.</p><p>• Partner with departments such as Operations, Treasury, Accounting, and HR to ensure alignment on financial strategies.</p><p>• Take on additional responsibilities as required to support organizational goals.</p>
<p>We are looking for a Private Equity Associate to join a dynamic team in Minneapolis, Minnesota. In this role, you will collaborate with deal teams to conduct in-depth due diligence and create detailed financial models for potential investment opportunities. You will also contribute to the monitoring of portfolio companies and assist in identifying new fund opportunities.</p><p><br></p><p>Responsibilities:</p><p>• Conduct comprehensive evaluations of private equity investments.</p><p>• Perform detailed research on specific companies to support investment decisions.</p><p>• Develop financial models, valuation analyses, and prepare investment memorandums.</p><p>• Monitor the performance and operations of portfolio companies.</p><p>• Participate in investment committee discussions.</p><p><br></p><p>For confidential consideration please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or apply through the link provided.</p>
<p><strong>Trust Operations Specialist</strong></p><p><strong>Location:</strong> Minneapolis, Minnesota</p><p> <strong>Type:</strong> 6 Month Contract | Hybrid Work Environment</p><p><strong>Overview:</strong></p><p> We are seeking a <strong>Trust Operations Specialist</strong> to join a local team in Minneapolis. In this role, you will provide critical operational support within the personal trust business, ensuring accurate and efficient account administration while maintaining strong relationships with advisors and clients. This position is ideal for a detail-oriented professional who values accuracy, collaboration, and exceptional service delivery.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Support trust account operations by opening new accounts, preparing documentation, and setting up system interfaces for administration.</li><li>Manage account terminations by processing closures, confirming waivers and releases, executing delivery instructions, and removing system access.</li><li>Review and process advisor and client requests, ensuring all transactions comply with established procedures.</li><li>Maintain accurate account data through regular quality control and reconciliation activities.</li><li>Process daily cash transactions, including distributions and adjustments, and resolve reconciliation discrepancies in coordination with internal teams.</li><li>Ensure timely and accurate fee processing and account maintenance.</li><li>Collaborate with advisors and clients to deliver exceptional service and strengthen business relationships.</li><li>Research and resolve issues related to trust accounts, cash activity, and settlements.</li><li>Prepare and review legal and operational documentation associated with account openings, terminations, and other trust activities.</li><li>Contribute to process improvement initiatives and support the overall efficiency of trust operations.</li></ul><p><br></p>
We are looking for a motivated and detail-oriented Trust Associate to manage daily trust operations and ensure compliance with regulatory standards. This position is ideal for professionals who excel in maintaining operational efficiency while fostering strong client relationships. The role involves coordinating with various teams and stakeholders to improve workflows and uphold fiduciary integrity.<br><br>Responsibilities:<br>• Manage daily trust operations, including account setup, maintenance, and accurate reporting.<br>• Oversee the processing of transactions, such as asset transfers, cash movements, and fee assessments.<br>• Coordinate with internal teams to ensure timely execution of trust-related activities.<br>• Administer trust accounts by handling onboarding, annual reviews, valuations, and distributions.<br>• Develop and enhance operational workflows, documentation practices, and internal controls.<br>• Prepare materials and reports for quarterly Trust Committee and Board meetings.<br>• Ensure compliance with federal, state, and industry regulations governing trust services.<br>• Maintain and update compliance programs, policies, and training materials to align with regulatory standards.<br>• Collaborate with investment, tax, and leadership teams to streamline processes and drive efficiency.<br>• Stay informed about changes in fiduciary standards, trust laws, and regulatory requirements.
<p>We are looking for a Trust Operations Specialist to join a local team on a contract basis. In this role, you will provide essential operational support to the personal trust business, ensuring smooth account maintenance, reconciliation, and processing tasks. This remote position requires strong attention to detail, excellent communication skills, and a commitment to delivering high-quality service to clients and advisors.</p><p><br></p><p>Responsibilities:</p><p>• Manage trust account operations, including setting up new accounts, processing paperwork, and initiating funding activities.</p><p>• Oversee the closing and de-funding of trust accounts, ensuring all required waivers and releases are properly handled.</p><p>• Address inquiries from clients and advisors, ensuring requests are reviewed and approved according to established procedures.</p><p>• Maintain data integrity for trust accounts by performing quality control checks and reconciliations to support client and advisor relationships.</p><p>• Handle daily cash processing tasks such as entering distributions, resolving errors, and collaborating with internal teams for account reconciliation.</p><p>• Coordinate fee processing activities to ensure accurate and timely handling of related transactions.</p><p>• Support account terminations by managing delivery instructions and properly closing interfaces with relevant systems.</p><p>• Facilitate daily net settlements by monitoring and processing transactions accurately.</p><p>• Communicate effectively with internal and external stakeholders to provide updates and resolve issues.</p><p>• Assist with project support and other tasks related to trust administration as needed.</p>
