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Portfolio Analyst
<p>Our client, a leading financial services organization in the Twin Cities, is seeking a Middle Office Portfolio Analyst. This individual will be instrumental in overseeing the operational management of a broad credit investment portfolio. The position calls for strong analytical skills and attention to detail, ensuring seamless transaction execution and rigorous accuracy standards. You will work collaboratively across multiple departments, contributing to a dynamic and successful team.</p><p><strong>Key Responsibilities:</strong></p><p>·        Partner with various teams to support the closing of new investment transactions.</p><p>·        Manage funding and financing processes for future transactions.</p><p>·        Validate and reconcile monthly portfolio reports for accuracy and compliance.</p><p>·        Coordinate transactions exits.</p><p>·        Document investment transactions and submit requests for inter-entity cash transfers.</p><p>·        Oversee cash flow management across investment relationships.</p><p>·        Provide operational support and supervision to internal partners.</p><p>·        Prepare periodic and ad hoc reporting related to illiquid assets.</p><p>·        Work closely with global colleagues and service providers to enhance data and reporting processes.</p><p>Are you ready to advance your career and make a meaningful impact in a top-tier financial organization? Apply now or contact us for more information.</p><p><strong> </strong></p><p><strong>If you are interested, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or apply through the link provided</strong></p>
<p><strong>Qualifications:</strong></p><p>·        Bachelor’s degree in finance, accounting, or a related business discipline.</p><p>·        4-7 years of relevant financial services experience with exposure to Real Estate, Private Equity or Alternative Investments</p><p>·        Strong analytical abilities and meticulous attention to detail.</p><p>·        Preferred knowledge of capital markets and related financial instruments.</p><p>·        Experience with transaction legal documentation</p><p>·        Understanding of lending, and loan servicing.</p><p>·        Skilled in cash forecasting and funding.</p><p>·        Proven ability to handle multiple priorities and thrive in cross-functional team settings.</p><p><br></p>
<p>Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p> <p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>
  • Minneapolis, MN
  • onsite
  • Permanent
  • 100000.00 - 140000.00 USD / Yearly
  • <p>Our client, a leading financial services organization in the Twin Cities, is seeking a Middle Office Portfolio Analyst. This individual will be instrumental in overseeing the operational management of a broad credit investment portfolio. The position calls for strong analytical skills and attention to detail, ensuring seamless transaction execution and rigorous accuracy standards. You will work collaboratively across multiple departments, contributing to a dynamic and successful team.</p><p><strong>Key Responsibilities:</strong></p><p>·        Partner with various teams to support the closing of new investment transactions.</p><p>·        Manage funding and financing processes for future transactions.</p><p>·        Validate and reconcile monthly portfolio reports for accuracy and compliance.</p><p>·        Coordinate transactions exits.</p><p>·        Document investment transactions and submit requests for inter-entity cash transfers.</p><p>·        Oversee cash flow management across investment relationships.</p><p>·        Provide operational support and supervision to internal partners.</p><p>·        Prepare periodic and ad hoc reporting related to illiquid assets.</p><p>·        Work closely with global colleagues and service providers to enhance data and reporting processes.</p><p>Are you ready to advance your career and make a meaningful impact in a top-tier financial organization? Apply now or contact us for more information.</p><p><strong> </strong></p><p><strong>If you are interested, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or apply through the link provided</strong></p>
  • 2025-12-10T19:09:02Z

Portfolio Analyst Job in Minneapolis, MN | Robert Half