11 Results for Banking And Financial Markets Associate Jobs in Bloomington, MN

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Commercial Banking Credit Analyst

Minneapolis, MN
onsite
Permanent / Full Time
55000 - 65000 USD / Yearly
We are looking for a Commercial Banking Credit Analyst to support commercial lending decisions through detailed financial review and sound risk assessment in the Twin Cities. In this role, you will evaluate borrower strength, organize credit documentation, and develop clear loan summaries for internal review. This opportunity is ideal for a finance specialist with strong attention to detail who can work independently, apply sound judgment, and uphold regulatory and internal lending standards in a fast-moving banking environment. Responsibilities:• Review financial information for new and existing commercial borrowers to assess repayment capacity, overall credit quality, and potential risk exposure.• Compile and organize required borrower documentation, ensuring credit files remain complete, accurate, and ready for internal or regulatory review.• Build comparative financial analyses and spread key data from business records and tax returns to identify trends, strengths, and areas of concern.• Prepare well-structured credit presentations and recommendations for consideration by the Loan Committee.• Evaluate collateral positions and repayment sources to support sound underwriting decisions and appropriate credit structure.• Monitor loan documentation and underwriting details to confirm alignment with bank policy and applicable banking regulations.• Exercise independent judgment while managing multiple requests, deadlines, and changing priorities within the commercial underwriting workflow.• Partner with lending and internal teams to clarify financial details, resolve questions, and support timely credit decisions.
2026-11-10T00:00:00Z

Private Equity Associate

Minneapolis, MN
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
We are looking for a Private Equity Associate to join a dynamic investment team in Twin Cities, Minnesota. In this role, you will help assess private equity investment opportunities by combining rigorous financial analysis with thoughtful market research. You will also contribute to portfolio oversight and support strategic discussions that shape investment decisions. Responsibilities:• Partner with the private equity team to assess potential fund investments opportunities.• Perform detailed research on industries, competitive landscapes, and individual businesses to support investment recommendations.• Build and refine financial models, valuation work, and investment materials used in transaction evaluation and decision-making.• Track the performance and developments of existing portfolio companies highlighting key risks and opportunities.• Prepare concise analyses and presentation content for internal review meetings, including investment committee discussions.• Support strategic initiatives and ad hoc projects that advance the objectives of the private equity firm.
2026-10-29T00:00:00Z

Investment Trading Analyst

Minneapolis, MN
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the acquisition of various forms of investments, assisting in trading desk operations, and interacting with multiple business units within the financial services industry. Responsibilities:• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.• Engage directly with trade partners to resolve data-related inquiries.• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.• Assist in research projects as per the requests of portfolio managers.• Monitor the outcomes of investment strategies and make necessary adjustments.• Collaborate with technology/data teams to ensure the accuracy of information and analysis.• Regularly analyze portfolio return/risk.• Handle all processes related to trade commencement to settlement. Minimum Qualifications:<ul><li>Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)</li><li>1+ Years relevant work experience in Financial Services.</li><li>Strong multitasking and prioritizing skills</li><li>Excellent communicative abilities</li><li>Comfortable working in a fast-paced environment</li><li>High analytical skills</li><li>Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools</li><li>A proactive attitude to developing new ideas and refining existing processes</li></ul>Preferred Qualifications:<ul><li>Experience in credit and real estate</li><li>Familiarity with business intelligence tools such as Tableau and CAS</li><li>Progress towards investment-related certifications like CFA</li></ul>Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site.
2026-11-10T00:00:00Z

Bank Operations Officer

Minneapolis, MN
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
We are looking for an experienced Bank Operation Officer to support and strengthen operations in with our growing commercial bank client in the Twin Cities, Minnesota. This role is well suited for someone who can balance day-to-day operational oversight with risk awareness, process improvement, and cross-functional collaboration. The position plays a key part in maintaining accurate workflows, supporting regulatory compliance, and helping deliver dependable service across core operations functions. Responsibilities:• Perform and review a broad range of operations activities, ensuring transactions and account servicing tasks are completed accurately, efficiently, and in accordance with internal controls.• Work closely with operations leadership to coordinate departmental priorities, guide daily workflow, support team development, and help resolve escalated service or processing issues.• Contribute to technology-related initiatives involving the bank’s core and operational platforms, including process reviews, implementation support, testing, and procedural updates.• Identify opportunities to streamline operations by improving workflows, strengthening documentation, and enhancing service for both internal partners and customers.• Support loss prevention efforts by monitoring and addressing risks tied to fraud-related activity, and exception processing.• Apply hands-on expertise across key banking functions such as wire activity, check handling, debit card support, remote deposit services, account maintenance, and deposit product servicing.• Prepare and maintain procedures related to fraud claims and dispute handling, ensuring documentation aligns with applicable rules, certifications, and regulatory expectations.• Assist with the implementation of policy, compliance, and regulatory changes that affect operations procedures and operational practices.• Maintain organized digital records in line with retention standards and reinforce adherence to bank policies, risk controls, and applicable banking regulations.
2026-10-21T00:00:00Z

Sr. Financial Analyst

Hastings, MN
onsite
Permanent / Full Time
95000 - 115000 USD / Yearly
We are looking for a Sr. Financial Analyst to support financial planning, operational performance reviews, and strategic decision-making for teams in Hastings, Minnesota. This role will partner closely with business leaders to turn financial and operational data into actionable insights, strengthen forecasting accuracy, and improve reporting across key areas of the organization. The ideal candidate brings strong modeling skills, sound business judgment, and the ability to communicate clearly with cross-functional stakeholders. Responsibilities: • Lead budgeting, rolling forecasts, and long-range planning for assigned service center and corporate functions, updating assumptions and explaining changes in outlook. • Create and refine driver-based financial models that support revenue planning, profit performance, cash flow visibility, capital needs, and liquidity analysis. • Analyze monthly and quarterly results by identifying trends, variances, operational drivers, risks, and opportunities, then present clear recommendations to leadership. • Act as the primary finance partner for operational and functional leaders, facilitating performance conversations and helping translate business activity into financial impact. • Prepare recurring management reports, forecast bridges, and supporting analyses used for executive, board, and lender discussions. • Collaborate with Accounting, Billing, HR, Business Intelligence, and Operations to validate data, resolve reporting issues, and improve decision support. • Support acquisition-related analysis by building financial models, evaluating scenarios, normalizing historical performance, and assessing potential synergies. • Assist with post-acquisition integration by incorporating newly acquired operations into planning, reporting, and financial performance frameworks. • Conduct ad hoc analysis related to pricing, staffing, contracts, capital allocation, fleet decisions, and cost optimization initiatives. • Provide guidance to analysts and help improve FP&A tools, templates, documentation, and recurring planning processes.
2026-11-09T00:00:00Z

Bank Operations Manager

Minneapolis, MN
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
We are looking for a hands-on Bank Operations Manager to lead daily back-office activities while remaining actively involved in core processing work in Minneapolis, Minnesota. This position oversees deposit, payment, business banking, and related operational functions to maintain accuracy, timeliness, and a high standard of client service. The role also works closely with internal partners to strengthen workflows, support product and process enhancements, and uphold regulatory and policy requirements across operations. Responsibilities:• Direct the day-to-day work of back-office banking operations.• Guide team members through operational challenges, remove obstacles that affect service delivery, and create a responsive environment focused on client satisfaction and productivity.• Monitor transaction processing to ensure work is completed accurately, on schedule, and in alignment with service expectations.• Evaluate existing procedures, identify inefficiencies, and implement practical improvements that increase consistency, control, and operational effectiveness.• Partner with other departments on new offerings, workflow updates, and operational initiatives to support business goals and smooth execution.• Maintain current procedure documentation and ensure operating guidelines are clearly defined, accessible, and regularly updated.• Perform quality reviews and oversight activities to reduce exceptions, strengthen controls, and address operational risk proactively.• Reinforce compliance with applicable banking regulations, internal policies, and established procedures across all client transactions and team activities.• Provide coaching, training, and tools that help employees follow standards, build knowledge, and deliver reliable results.
2026-10-30T00:00:00Z

Financial Analyst

Minneapolis, MN
onsite
Temporary / Contract
26.125 - 30.25 USD / Hourly
We are looking for a Financial Analyst to support investor reporting and operational coordination for a financial services organization in Minneapolis, Minnesota. This Long-term Contract position will focus on delivering accurate communications, maintaining investor data, and partnering with cross-functional teams to meet reporting deadlines and service expectations. The role is well suited for someone who is highly organized, comfortable handling time-sensitive requests, and able to work effectively across finance, legal, compliance, and operations functions. Responsibilities: • Coordinate the delivery of recurring investor materials, including performance updates, account statements, financial reports, commentary, and tax-related documents, while ensuring timeliness and accuracy. • Maintain investor information across internal CRM and portal platforms by handling account setup, ongoing updates, document posting, and data reconciliation between systems. • Partner with fund administration, accounting, treasury, operations, legal, and compliance teams to support consistent and accurate investor reporting. • Prepare responses to routine and custom investor and prospect inquiries, including due diligence questionnaires, and gather input from internal subject matter experts for more complex requests. • Support capital activity processing by helping manage subscriptions, redemptions, and transfers, tracking required documentation, and coordinating with internal and external legal and tax contacts. • Review investor records and reporting materials to identify discrepancies, resolve issues, and improve the overall quality of information distributed to stakeholders. • Document workflows and internal guidelines related to investor communications and recommend process enhancements that improve efficiency and control. • Perform financial analysis and ad hoc data review to assist with reporting needs, trend evaluation, and variance-related questions as they arise.
2026-11-05T00:00:00Z

Financial Analyst

Minneapolis, MN
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
We are looking for a Financial Analyst to support financial reporting, client performance analysis, and business decision-making for key accounts in Minneapolis, Minnesota. This role partners with internal teams, affiliated entities, and client-facing stakeholders to deliver timely insights, maintain financial accuracy, and support pricing and commission-related activities. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to manage multiple deadlines in a fast-paced service environment. Responsibilities: • Produce recurring financial reports and evaluate account profitability to highlight performance trends and business opportunities. • Reconcile commission activity across affiliated organizations, resolve discrepancies, and prepare documentation for finance processing. • Develop quarterly business review materials that clearly communicate financial results and relevant client metrics. • Build and refine pricing structures to support client needs, margin objectives, and commercial decision-making. • Prepare trend analyses and customized reporting for clients, senior stakeholders, and internal business partners as requested. • Complete ad hoc financial studies and special projects within agreed timelines while maintaining a high level of accuracy. • Review client account setups to confirm billing and reporting configurations are correct and help minimize reporting errors or order adjustments. • Ensure commission payments and related reports are accurate, well-supported, and delivered to stakeholders by established deadlines.
2026-11-10T00:00:00Z

Financial Analyst

Eden Prairie, MN
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Our client in the Southwest metro is looking for a Financial Analyst with strong business partnering who has worked with large data sets and has done strategic analytics. This company is privately owned and has great leadership and is growing. Please reach out on LinkedIn @JenniferExsted.
2026-10-12T00:00:00Z

Investment Operations Analyst

Minneapolis, MN
onsite
Permanent / Full Time
75000 - 90000 USD / Yearly
We are looking for a sharp, detail-driven Investment Operations Analyst to support an investment loan portfolio in Minneapolis, Minnesota. In this role, you will help maintain accurate reporting, evaluate loan and portfolio performance, and strengthen day-to-day operational controls across investment activity. This position is well suited for someone who enjoys working with financial data, improving processes, and partnering with internal teams and external service providers to keep operations running smoothly. Responsibilities:• Lead recurring financial reporting activities for the investment portfolio, ensuring information is complete, accurate, and delivered on schedule.• Review monthly investor remittance activity and reconcile loan-level data, including interest accruals, payoff activity, and delinquency reporting.• Compile month-end portfolio metrics for lending partners and validate key balances such as principal, and interest reserve positions.• Verify the accuracy and consistency of data tied to newly acquired assets before it is incorporated into reporting and monitoring processes.• Support loan funding administration by assessing draw requests against project progress and facilitating timely disbursements to contractors.• Coordinate data gathering and reconciliation efforts across internal records, servicers, fund administrators, and other external providers.• Produce and maintain portfolio performance reports and track records to support ongoing analysis and management oversight.• Monitor cash activity across the portfolio and assist with capital calls, drawdowns, and investor distribution processing.• Respond to investor information requests and contribute to due diligence materials, ad hoc analyses, and special projects as needed.
2026-11-06T00:00:00Z

Director of Financial and Strategic Analysis

Minneapolis, MN
onsite
Permanent / Full Time
209999 - 335000 USD / Yearly
We are looking for a strategic finance leader to strengthen the firm’s planning, reporting, and analytical capabilities in Minneapolis, Minnesota. This position will work closely with senior leadership to turn financial and operational data into practical recommendations that guide business decisions and support long-term goals. The role will also shape a more advanced analytics function by improving reporting tools, performance visibility, and insight generation across the organization. Responsibilities: • Direct the annual budget cycle, rolling forecasts, and long-range financial planning activities to support business priorities and performance goals. • Collaborate with executive leadership to evaluate revenue trends, margin performance, productivity measures, and other indicators that influence financial results. • Build financial models that inform strategic initiatives, investment decisions, and resource planning across the firm. • Deliver clear analysis and well-supported recommendations that help leaders make informed operational and strategic choices. • Oversee the rollout and broader use of analytics and business intelligence solutions that strengthen reporting and decision support. • Create and refine executive dashboards, key performance metrics, and management reports for senior stakeholders. • Interpret complex financial and operational information and present findings in a concise, accessible format for leadership audiences. • Drive deeper trend analysis, forecasting, and profitability assessment to uncover opportunities for improved financial performance. • Lead and mentor finance team members while promoting strong analytical practices, accountability, and continuous improvement. • Support month-end close and cash flow forecasting processes by ensuring accurate financial insight and timely performance reporting.
2026-11-10T00:00:00Z

11 results for Banking And Financial Markets Associate in Bloomington, MN