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19 results for Business Analysis Manager in Minnetonka, MN

Functional Business Analyst
  • Minneapolis, MN
  • remote
  • Temporary / Contract
  • 65 - 80 USD / Hourly
  • <p>We are looking for a Functional Business Analyst to support business process improvement initiatives for a construction-focused organization in Minneapolis, Minnesota. This Long-term Contract position will work closely with business stakeholders to evaluate workflows, define functional needs, and help shape practical automation solutions using modern Microsoft tools. The role is ideal for someone who can connect business objectives with technology capabilities, especially in areas involving AI-assisted productivity, process automation, and structured requirements documentation.</p><p><br></p><p>Responsibilities:</p><p>• Analyze current business operations and identify opportunities to improve efficiency through automation and streamlined processes.</p><p>• Partner with cross-functional teams to gather, clarify, and document functional requirements in detailed business requirements documents.</p><p>• Translate stakeholder needs into actionable solution recommendations using Microsoft Copilot, Power Apps, and Power Automate.</p><p>• Create and refine prompts that improve AI-assisted outputs for business users and support practical use cases.</p><p>• Collaborate with technical teams to ensure proposed solutions align with business rules, operational goals, and compliance expectations.</p><p>• Review business systems and workflows to recommend enhancements that strengthen accuracy, consistency, and user adoption.</p><p>• Support automation initiatives that may involve updates to existing tools, processes, or platform configurations.</p><p>• Contribute to accounting-related process analysis by considering internal controls and alignment with GAAP-based practices where applicable.</p>
  • 2026-10-08T00:00:00Z
Business Analyst Coordinator
  • Eden Prairie, MN
  • onsite
  • Temporary / Contract
  • 21 - 22 USD / Hourly
  • We are looking for a detail-oriented Business Analyst Coordinator to support member identity and eligibility data activities within a health insurance environment in Eden Prairie, Minnesota. This Long-term Contract opportunity is ideal for someone who enjoys analyzing records, resolving data discrepancies, and contributing to operational accuracy across cross-functional teams. In this role, you will help maintain data integrity, assist with process support, and contribute to quality-focused improvements that strengthen member information management.<br><br>Responsibilities:<br>• Review potential member identity matches in assigned work queues and determine the appropriate resolution based on established guidelines<br>• Investigate data discrepancies by analyzing records and comparing member information across systems and sources<br>• Reconcile member records to improve accuracy, consistency, and alignment of eligibility-related data<br>• Provide day-to-day operational and process support for the broader operations support team<br>• Identify recurring data patterns and recommend opportunities to refine matching logic and reduce manual workload<br>• Assist with quality reporting, audits, and documentation activities to support compliance and performance standards<br>• Contribute to continuous improvement efforts by helping develop practical solutions that enhance data stewardship processes
  • 2026-10-07T00:00:00Z
SAP Business Analyst
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 150000 - 160000 USD / Yearly
  • <p>We are looking for a SeniorSAP Business Analyst to support warehouse and supply chain operations for a growing team in Minneapolis, Minnesota. This position focuses on improving business processes across SAP warehouse management and related enterprise functions, with an emphasis on practical analysis, cross-functional collaboration, and scalable solution design. The ideal candidate brings deep knowledge of manufacturing and logistics workflows and can translate operational needs into effective SAP-enabled outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Analyze warehouse, logistics, and supply chain processes to identify business needs and recommend SAP-based improvements across operational workflows.</p><p>• Partner with stakeholders to define functional requirements for inbound, outbound, and internal warehouse activities, ensuring solutions align with business goals.</p><p>• Support configuration, testing, and optimization of SAP warehouse management capabilities, including posting changes, transfer processes, staging activities, and inventory-related transactions.</p><p>• Evaluate integration points between warehouse operations, transportation functions, and dock scheduling processes to improve end-to-end execution.</p><p>• Collaborate with cross-functional teams to address process gaps involving production support, quality-related activities, and material movement within manufacturing environments.</p><p>• Contribute to solution design and documentation for shipment processing, shipment cost tracking, and electronic document flows such as IDoc-related activities.</p><p>• Facilitate business analysis activities including requirements gathering, process mapping, gap analysis, and validation of proposed SAP enhancements.</p><p>• Participate in project delivery using structured methodologies, working closely with technical teams, business users, and testing groups to ensure successful implementa</p>
  • 2026-10-02T00:00:00Z
Accounting Manager
  • Eagan, MN
  • onsite
  • Permanent / Full Time
  • 110000 - 140000 USD / Yearly
  • <p>We are seeking an experienced Accounting Manager to oversee the monthly and annual close, financial reporting, reconciliations, internal controls, and accounting team development. Reporting to the Controller, this role will partner with the CFO and Finance leadership to ensure accurate, GAAP-compliant reporting, support external audits, and drive process improvements, automation, and scalability across the accounting function. The ideal candidate will bring strong technical accounting expertise, leadership experience, and a track record of improving processes and developing high-performing teams.</p><p><br></p><p>This opportunity comes with medical, dental/vision, life insurance, PTO, and much more!</p><p><br></p><p>If interested or you would like to have a private conversation, reach out on LinkedIn @ Jordan Docken</p>
  • 2026-10-07T00:00:00Z
Accounting Manager
  • Andover, MN
  • onsite
  • Permanent / Full Time
  • 90000 - 100000 USD / Yearly
  • <p>The Accounting Manager oversees accounting operations, budgeting, financial reporting, and compliance for an assigned business unit while partnering with leadership and the Finance Director on financial strategy and business decisions. This role manages expenditures, supports budgeting and reporting, ensures regulatory compliance, and leads accounting staff through coaching, development, and performance management. The ideal candidate brings strong accounting and financial management skills, sound judgment, organization, and the ability to effectively manage multiple priorities.</p><p><br></p><p>This opportunity comes with health and life insurance, PTO, 401k match, and more. </p><p><br></p><p><br></p>
  • 2026-09-25T00:00:00Z
Financial Analyst
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 70000 - 90000 USD / Yearly
  • We are looking for a Financial Analyst to support planning, reporting, and performance analysis for a growing organization in Minneapolis, Minnesota. This role combines financial modeling, systems ownership, and cross-functional partnership to improve visibility into business performance and support timely decision-making. The ideal candidate brings strong analytical skills, experience with budgeting and forecasting, and the ability to turn complex data into practical financial insights.<br><br>Responsibilities:<br>• Manage the Vena platform as the primary functional owner, including configuration, model structure, reporting logic, data hierarchies, and AI-enabled planning capabilities.<br>• Lead the financial onboarding of acquired businesses by organizing source data, validating accuracy, and building reliable reporting pipelines from operational systems and NetSuite.<br>• Create and enhance management reports, dashboards, and automated analyses that provide leadership with clear and timely financial insight.<br>• Maintain a rolling three-statement forecast along with a 13-week cash flow model to support liquidity planning, profitability analysis, and debt capacity evaluation.<br>• Work closely with department leaders to develop, consolidate, and monitor functional budgets and support company-wide planning activities.<br>• Build and maintain allocation methodologies for service-related functions and embed them into budgeting and forecast models to improve consistency across reporting.<br>• Update long-range financial models to reflect evolving growth assumptions, utilization expectations, and capital planning priorities.<br>• Track post-acquisition earn-out metrics and prepare accurate calculations and reporting to support performance-based payment obligations.<br>• Prepare recurring financial packages, variance explanations, lender deliverables, and covenant reporting for external stakeholders, including investors and financing partners.
  • 2026-09-18T00:00:00Z
Financial Analyst
  • Burnsville, MN
  • onsite
  • Temporary / Contract
  • 28 - 35 USD / Hourly
  • <p><strong>Help drive decisions that shape the future of the business.</strong></p><p>We&#39;re looking for a Financial Analyst who enjoys solving problems, uncovering trends, and helping leaders make smarter business decisions. If you enjoy working with data and influencing strategy, this could be the role for you.</p><p>In this role, you&#39;ll move beyond simply reporting numbers and become a valued business partner to leaders throughout the organization.</p><p>What You&#39;ll Be Doing</p><ul><li>Build financial models to support operational and strategic decisions</li><li>Analyze revenue, expenses, profitability, and key performance metrics</li><li>Prepare monthly reporting packages and management presentations</li><li>Support budgeting, forecasting, and long-range planning activities</li><li>Identify opportunities for cost savings and process improvements</li><li>Partner with accounting and operational teams to improve financial visibility</li><li>Transform complex data into actionable insights</li></ul><p><br></p>
  • 2026-10-01T00:00:00Z
Financial Analyst
  • St. Paul, MN
  • onsite
  • Permanent / Full Time
  • 70000 - 85000 USD / Yearly
  • We are looking for a detail-oriented Financial Analyst to join our team in Newport, Minnesota. In this role, you will leverage your expertise to analyze financial data and provide insights that drive strategic decisions within our sales and marketing departments. This position offers the opportunity to collaborate with cross-functional teams and contribute to the company’s growth through informed financial planning and reporting.<br><br>Responsibilities:<br>• Analyze sales and marketing data to identify performance trends and provide actionable insights.<br>• Build and maintain financial models to support strategic planning and decision-making processes.<br>• Create and deliver reports on critical metrics such as customer acquisition costs and sales pipeline efficiency.<br>• Collaborate with sales and marketing teams to assess campaign effectiveness and recommend optimal budget allocations.<br>• Track expenses and variances, ensuring alignment with financial goals while identifying opportunities for cost savings.<br>• Assist in the development of annual budgets and quarterly forecasts for sales and marketing departments.<br>• Conduct pricing and margin analyses to support decision-making, including customer profitability and segmentation.<br>• Manage and evaluate royalty rates, profitability of licensed products, and costing data to enhance financial outcomes.<br>• Present financial findings and recommendations to senior leadership in a clear and actionable format.<br>• Perform ad hoc financial analyses to support business strategies, pricing decisions, and organizational assessments.
  • 2026-10-02T00:00:00Z
Financial Analyst
  • Eden Prairie, MN
  • onsite
  • Permanent / Full Time
  • 120000 - 140000 USD / Yearly
  • <p>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.</p>
  • 2026-10-12T00:00:00Z
Marketing AI Analyst
  • Bloomington, MN
  • onsite
  • Temporary / Contract
  • 47.5 - 55 USD / Hourly
  • We are looking for a Marketing AI Analyst to join a retail organization on a Contract basis in Bloomington, Minnesota. This position focuses on turning marketing and customer data into actionable insights through AI-driven analysis, predictive modeling, and performance reporting. The ideal candidate will blend strong analytical thinking with hands-on experience across marketing platforms, analytics tools, and modern AI technologies to support smarter business decisions.<br><br>Responsibilities:<br>• Analyze marketing, customer, and campaign data to identify trends, opportunities, and performance insights that inform business strategy.<br>• Build and refine predictive models that help forecast customer behavior, campaign outcomes, and key retail marketing metrics.<br>• Connect and evaluate datasets from multiple business platforms to improve the quality, accessibility, and usefulness of AI-driven analysis.<br>• Create dashboards and visual reports in tools such as Power BI, Tableau, or Looker to communicate findings to stakeholders clearly and effectively.<br>• Use platforms including Google Analytics, Adobe Analytics, and Google Ads data sources to assess digital marketing effectiveness and optimize spend.<br>• Partner with CRM and marketing teams to measure audience engagement, campaign performance, and customer lifecycle results.<br>• Apply Python and AI technologies to streamline analysis, enhance modeling approaches, and support advanced marketing use cases.<br>• Contribute to the use of emerging frameworks such as LangGraph and MCP-level tools where appropriate for analytical and AI workflow development.
  • 2026-10-02T00:00:00Z
Senior SAP Business Analyst
  • Minneapolis, MN
  • remote
  • Permanent / Full Time
  • 150000 - 160000 USD / Yearly
  • We are looking for a Senior SAP Business Analyst to support planning and supply chain initiatives for a growing organization in Minneapolis, Minnesota. This role focuses on improving business processes across advanced planning, demand planning, and supply network planning while partnering with stakeholders to align system capabilities with operational goals. The ideal candidate brings strong SAP planning expertise, sound business analysis skills, and experience working in manufacturing environments.<br><br>Responsibilities:<br>• Partner with business and operations teams to evaluate planning needs and translate them into effective SAP-based solutions across advanced planning, demand planning, and supply network planning functions.<br>• Analyze current workflows, identify process gaps, and recommend improvements that strengthen forecasting, supply planning, and material availability.<br>• Configure and support SAP planning modules, ensuring business requirements are accurately reflected in system design and functional specifications.<br>• Manage integration activities involving core planning transactions and connected processes such as planned orders, purchase requisitions, process orders, and monitoring of planning data flows.<br>• Work independently to investigate issues, assess root causes, and coordinate resolutions that minimize disruption to manufacturing and supply chain operations.<br>• Collaborate with cross-functional teams using structured delivery practices to document requirements, validate outcomes, and support implementation efforts.<br>• Produce clear process documentation, functional designs, and business analysis artifacts that support decision-making and long-term system sustainability.
  • 2026-10-08T00:00:00Z
AI Business Analyst/Consultant
  • Golden Valley, MN
  • onsite
  • Temporary / Contract
  • 55.4135 - 64.163 USD / Hourly
  • <p>We are looking for an experienced AI Business Analyst/Consultant. This opportunity centers on turning business challenges into practical AI solutions within a Microsoft-based environment, with a strong emphasis on hands-on delivery and stakeholder partnership. The role offers the chance to help advance a broad pipeline of initiatives by shaping concepts, building usable tools, and supporting successful adoption across the business.</p><p><br></p><p>Responsibilities:</p><p>• Engage with department leaders and end users to identify opportunities, clarify objectives, and define solution requirements for AI initiatives.</p><p>• Convert operational and finance-related business needs into workable solution designs, proof of concepts, and scalable implementation plans.</p><p>• Create, configure, test, and launch AI-powered tools, prompts, workflows, and digital assistants using Microsoft-centered technologies.</p><p>• Work closely with internal AI team members to improve solution quality, prepare deployments, and move projects into production use.</p><p>• Manage multiple initiatives from early discovery through release while maintaining momentum across a growing project pipeline.</p><p>• Support rollout activities by guiding users, explaining functionality, and encouraging adoption of newly delivered tools.</p><p>• Recommend priorities across competing requests by evaluating business impact, feasibility, and readiness for execution.</p><p>• Contribute to workflow automation efforts using platforms such as Microsoft Copilot and Power Automate where appropriate.</p>
  • 2026-10-09T00:00:00Z
Bank Operations Manager
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 90000 - 120000 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Direct the day-to-day work of back-office banking operations.</p><p>• Guide team members through operational challenges, remove obstacles that affect service delivery, and create a responsive environment focused on client satisfaction and productivity.</p><p>• Monitor transaction processing to ensure work is completed accurately, on schedule, and in alignment with service expectations.</p><p>• Evaluate existing procedures, identify inefficiencies, and implement practical improvements that increase consistency, control, and operational effectiveness.</p><p>• Partner with other departments on new offerings, workflow updates, and operational initiatives to support business goals and smooth execution.</p><p>• Maintain current procedure documentation and ensure operating guidelines are clearly defined, accessible, and regularly updated.</p><p>• Perform quality reviews and oversight activities to reduce exceptions, strengthen controls, and address operational risk proactively.</p><p>• Reinforce compliance with applicable banking regulations, internal policies, and established procedures across all client transactions and team activities.</p><p>• Provide coaching, training, and tools that help employees follow standards, build knowledge, and deliver reliable results.</p>
  • 2026-09-25T00:00:00Z
Data Analyst
  • Bloomington, MN
  • onsite
  • Permanent / Full Time
  • 59000 - 60000 USD / Yearly
  • We are looking for a Data Analyst to join a healthcare organization in Bloomington, Minnesota, and turn complex data needs into clear, actionable reporting solutions. This role partners with internal stakeholders to define reporting objectives, develop reliable analyses, and deliver insights that support informed operational and business decisions. The ideal candidate brings strong technical ability, careful attention to accuracy, and a service-oriented approach to improving reporting tools and data usability.<br><br>Responsibilities:<br>• Partner with departments across the organization to clarify reporting goals, uncover the underlying business question, and identify the most effective analytical approach.<br>• Create, maintain, and enhance recurring and ad hoc reports using existing data sources, presenting information in formats that are easy for end users to understand and apply.<br>• Translate user needs into reporting specifications, then coordinate validation and testing to confirm that delivered outputs are accurate and aligned with expectations.<br>• Analyze datasets with appropriate statistical and logical methods to produce meaningful findings that support decision-making.<br>• Explain report content, data definitions, and inclusion or exclusion criteria so stakeholders can interpret results with confidence.<br>• Work with cross-functional teams to identify opportunities for better automation, stronger reporting processes, and more efficient delivery of analytics services.<br>• Troubleshoot reporting issues, correct defects, and implement updates when changes in business logic or system development affect existing outputs.<br>• Maintain documentation for completed requests, update shared libraries and project tracking tools, and support planning activities related to timelines and deliverables.<br>• Perform audits of key reports, assist with analytics database testing, and contribute user stories or feedback to help ensure data accuracy and system performance.<br>• Review report usage trends, provide ongoing user education, and recommend enhancements that increase adoption and improve report functionality.
  • 2026-09-10T00:00:00Z
Data Analyst
  • Maple Grove, MN
  • onsite
  • Temporary / Contract
  • 30 - 38 USD / Hourly
  • <p>We are seeking a detail-oriented and analytical Data Analyst to join our team in Maple Grove, Minnesota. This role is responsible for collecting, analyzing, and interpreting complex data sets to support business decision-making, operational performance, and strategic planning. The ideal candidate will have advanced expertise in Microsoft Excel and proven experience in market forecasting, trend analysis, and reporting.</p><p><br></p><p>Key Responsibilities</p><p><br></p><ul><li>Analyze large data sets to identify trends, patterns, and actionable business insights.</li><li>Develop and maintain dashboards, reports, and models to support leadership decision-making.</li><li>Use advanced Excel functions to manipulate, summarize, and analyze data, including:</li><li>PivotTables and PivotCharts</li><li>XLOOKUP, INDEX/MATCH, SUMIFS, COUNTIFS</li><li>Nested IF statements</li><li>Power Query</li><li>Data validation</li><li>Conditional formatting</li><li>Advanced formulas and financial/statistical functions</li><li>Build and refine market forecasting models to project sales, demand, revenue, and business trends.</li><li>Partner with cross-functional teams to gather reporting requirements and deliver meaningful analysis.</li><li>Monitor key performance indicators and provide recommendations based on findings.</li><li>Ensure data integrity, accuracy, and consistency across reporting systems.</li><li>Present analytical findings to stakeholders in a clear, concise, and business-friendly manner.</li><li>Support budgeting, planning, and strategic initiatives through data-driven forecasting and scenario analysis.</li><li>Identify opportunities to improve reporting processes and increase efficiency through automation and best practices.</li></ul><p><br></p>
  • 2026-10-01T00:00:00Z
Data Analyst
  • Minneapolis, MN
  • remote
  • Temporary / Contract
  • 20 - 26 USD / Hourly
  • We are looking for a detail-oriented Data Analyst to support fee schedule oversight and claims-related analysis for healthcare programs. This Long-term Contract position will focus on monitoring reimbursement updates, identifying discrepancies, and helping maintain accurate configuration outcomes for a distributed team. Based in Minneapolis, Minnesota, this opportunity is well suited for someone who understands procedure coding, public payer reimbursement structures, and data validation in Excel. Flexible daytime hours are available, and the role offers the chance to contribute to high-visibility operational work in a remote environment.<br><br>Responsibilities:<br>• Review monthly Medicaid reimbursement updates across multiple states and document changes that affect fee schedule accuracy.<br>• Track quarterly Medicare fee schedule revisions and translate findings into clear analysis for internal stakeholders.<br>• Analyze daily claims reporting to identify pricing or configuration issues tied to fee schedules and coding logic.<br>• Investigate variances in claim outcomes by comparing procedure codes, payer rules, and reimbursement references.<br>• Support ongoing fee schedule maintenance by validating data elements used in system configuration activities.<br>• Collaborate with a nine-member remote team to monitor operational trends and help resolve reimbursement-related exceptions.<br>• Prepare organized Excel-based summaries, trackers, and audit files to support routine review cycles and issue follow-up.
  • 2026-09-21T00:00:00Z
Data Analyst
  • Burnsville, MN
  • onsite
  • Temporary to Hire
  • 31.6635 - 36.663 USD / Hourly
  • <p>We are looking for a Data Analyst. In this role, you will turn complex business and project data into clear reporting that helps leaders improve performance, measure progress, and make informed decisions. The position is well suited for someone who enjoys building dashboards, uncovering trends, and working closely with stakeholders across the organization. You will play a key role in strengthening visibility into operations through accurate analysis, practical insights, and scalable reporting solutions.</p><p><br></p><p>Responsibilities:</p><p>• Examine information from multiple platforms and datasets to identify meaningful patterns, exceptions, and performance insights.</p><p>• Create and refine Power BI dashboards and visual reports that support operational monitoring and leadership decision-making.</p><p>• Develop core reporting tools for business operations, project oversight, and executive-level performance measurement.</p><p>• Produce scheduled and on-demand analyses that translate data findings into useful recommendations for internal teams.</p><p>• Track department metrics and key indicators to highlight progress, risks, and areas requiring attention.</p><p>• Collaborate with managers and business partners to define reporting needs and convert them into effective analytics solutions.</p><p>• Review source data for completeness and accuracy to maintain dependable and consistent reporting across functions.</p><p>• Analyze trends and irregularities to uncover opportunities for process improvement and stronger business outcomes.</p><p>• Communicate findings to management through clear summaries, visualizations, and actionable recommendations.</p><p>• Support project-focused reporting by working with Microsoft Project data and helping streamline reporting through automation.</p>
  • 2026-10-06T00:00:00Z
Investment Operations Analyst
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 75000 - 90000 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Lead recurring financial reporting activities for the investment portfolio, ensuring information is complete, accurate, and delivered on schedule.</p><p>• Review monthly investor remittance activity and reconcile loan-level data, including interest accruals, payoff activity, and delinquency reporting.</p><p>• Compile month-end portfolio metrics for lending partners and validate key balances such as principal, and interest reserve positions.</p><p>• Verify the accuracy and consistency of data tied to newly acquired assets before it is incorporated into reporting and monitoring processes.</p><p>• Support loan funding administration by assessing draw requests against project progress and facilitating timely disbursements to contractors.</p><p>• Coordinate data gathering and reconciliation efforts across internal records, servicers, fund administrators, and other external providers.</p><p>• Produce and maintain portfolio performance reports and track records to support ongoing analysis and management oversight.</p><p>• Monitor cash activity across the portfolio and assist with capital calls, drawdowns, and investor distribution processing.</p><p>• Respond to investor information requests and contribute to due diligence materials, ad hoc analyses, and special projects as needed.</p>
  • 2026-10-06T00:00:00Z
Due Diligence Analyst, JD
  • Eden Prairie, MN
  • onsite
  • Permanent / Full Time
  • 100000 - 150000 USD / Yearly
  • <p>A highly respected and entrepreneurial financial services organization is seeking a <strong>Senior Due Diligence Analyst</strong> to join its collaborative team. This is an excellent opportunity for an attorney or analytical professional looking to pursue a non-traditional career path outside of private practice while leveraging their legal, research, writing, and analytical skills in the alternative investments industry.</p><p>The organization provides independent research and due diligence on a broad range of alternative investment offerings and works closely with wealth management professionals to help them make informed investment decisions.</p><p><strong>About the Opportunity</strong></p><p>This role offers exposure to a variety of complex investment structures and alternative asset classes, including commercial real estate, private equity, private credit, energy investments, and other private market strategies. The successful candidate will work alongside a multidisciplinary team of experienced professionals and will play a key role in evaluating investment offerings, identifying risks, and communicating findings through detailed written analysis.</p><p><br></p><p>This position offers the opportunity to develop deep expertise in alternative investments while working in a collegial, business-focused environment that provides an alternative to the traditional law firm career track.</p><p><br></p><p>This is a unique opportunity for attorneys and other analytical professionals seeking to apply their skills in a sophisticated business environment focused on investment due diligence, research, and risk analysis.</p><p><strong>Key Responsibilities</strong></p><ul><li>Conduct comprehensive due diligence reviews of alternative investment offerings.</li><li>Analyze offering memoranda, organizational documents, governance materials, financial information, third-party reports, and industry research.</li><li>Evaluate investment structures, underwriting assumptions, asset performance, and key transaction terms.</li><li>Identify, assess, and communicate material risks and other significant considerations.</li><li>Prepare detailed due diligence reports and written analyses for wealth management clients.</li><li>Manage multiple review projects simultaneously and oversee review timelines.</li><li>Perform quality control reviews of work completed by other team members.</li><li>Participate in client meetings, industry events, and other external-facing initiatives as needed.</li><li>Collaborate with colleagues across a variety of disciplines to support investment review efforts.</li></ul><p><br></p>
  • 2026-09-18T00:00:00Z