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21 results for Treasury Analyst Manager in Monticello, MN

Financial Analyst/Manager
  • Saint Paul, MN
  • onsite
  • Permanent
  • 85000 - 95000 USD / Yearly
  • <p>We are looking for a dedicated and detail-oriented Finance Director to join our team in St. Paul, MN. This role is essential in supporting our mission to create equitable learning environments for underserved students and educators by ensuring efficient financial operations and compliance. The ideal candidate will bring expertise in nonprofit accounting, financial analysis, and process improvement to help drive organizational success.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting activities, including general ledger management, reconciliations, and cash flow monitoring.</p><p>• Prepare and analyze monthly financial statements while maintaining strong internal controls and fraud-prevention measures.</p><p>• Collaborate with department heads to develop program-level budgets and support the annual budgeting process.</p><p>• Lead audit preparations and maintain relationships with auditors to ensure regulatory compliance.</p><p>• Manage payroll processes in partnership with HR, ensuring accuracy and compliance with benefits administration.</p><p>• Monitor capital project budgets and asset management for audit purposes.</p><p>• Partner with development staff to track restricted and unrestricted funding, ensuring accurate donor reporting.</p><p>• Record and reconcile donations, including cash, checks, and gift cards, while maintaining proper documentation for audits.</p><p>• Support improvements in financial systems and integrations to enhance efficiency and accuracy.</p><p>• Ensure adherence to nonprofit regulations and grant requirements through meticulous tracking and reporting.</p>
  • 2026-02-24T00:00:00Z
Financial Analyst/Manager
  • Minneapolis, MN
  • onsite
  • Permanent
  • 123200 - 164100 USD / Yearly
  • <p>Our client is looking for a Finance Manager ready to take the next step and lead all the budgeting/forecasting for a multi-billion dollar company. Bachelor&#39;s in Accounting or Finance and 8+ years experience required along with supervisory experience. If you are interested, please reach out confidentially on LinkedIn @Jennifer Exsted.</p>
  • 2026-02-25T00:00:00Z
Financial Analyst/Manager
  • Eagan, MN
  • onsite
  • Permanent
  • 96500 - 150000 USD / Yearly
  • <p>Our client is looking for a Finance Manager with strong analytics, budgeting/forecasting and supervisory experience. Experience with SaaS a strong plus. Bachelors in Accounting or Finance and 5+ years experience required. If you are interested, please reach out confidentially on LinkedIn @JenniferExsted.</p>
  • 2026-03-02T00:00:00Z
Financial Analyst/Manager
  • Plymouth, MN
  • onsite
  • Permanent
  • 110000 - 180000 USD / Yearly
  • We are looking for a skilled Financial Analyst/Manager to join our team in Plymouth, Minnesota. In this role, you will serve as a strategic partner to the Electrophysiology R&amp;D division, providing critical financial insights and guidance to support decision-making and business growth. This position offers a unique opportunity to contribute to groundbreaking healthcare advancements while collaborating with cross-functional teams to drive financial excellence.<br><br>Responsibilities:<br>• Develop and manage financial planning processes, including data collection, entity submission, and preparation of summaries for leadership review.<br>• Analyze monthly R&amp;D performance metrics, update financial models, and create detailed reports to inform business decisions.<br>• Collaborate with marketing, operations, and other departments to evaluate financial impacts of new product developments, including ROI and NPV analysis.<br>• Prepare presentations for portfolio reviews and leadership meetings, ensuring clear communication of financial insights.<br>• Coordinate strategic planning initiatives for R&amp;D, maintaining data models and templates while aligning with organizational goals.<br>• Conduct detailed variance analysis and provide actionable recommendations to address financial discrepancies.<br>• Partner with leadership to advocate for investments in R&amp;D as strategic growth opportunities.<br>• Manage ad hoc financial requests, delivering timely and accurate analysis to support evolving business needs.<br>• Utilize advanced financial modeling techniques to forecast performance and evaluate business strategies.<br>• Work closely with cross-functional teams to ensure alignment on financial priorities and strategic objectives.
  • 2026-02-18T00:00:00Z
Investment Middle Office Analyst/Manager
  • Minneapolis, MN
  • onsite
  • Permanent
  • 90000 - 130000 USD / Yearly
  • <p>We are looking for a dedicated and detail-oriented Middle Office Analyst/Manager to join our dynamic team in Minneapolis, Minnesota. In this role, you will play a pivotal role in transaction management within the financial services industry, primarily focusing on real estate debt transactions. The ideal candidate will thrive in a fast-paced environment, balancing multiple priorities while demonstrating exceptional organizational and problem-solving skills.</p><p> </p><p>Responsibilities:</p><p>• Oversee the due diligence and loan acquisition processes by coordinating with vendors and external parties.</p><p>• Ensure seamless execution of transactions independently while adhering to high standards of organization and accuracy.</p><p>• Manage all aspects of transaction logistics, including vendor timelines, risk assessments, and counterparty communication.</p><p>• Collaborate with internal finance teams to address liquidity requirements for loan closings.</p><p>• Supervise third-party loan valuation processes associated with acquisitions.</p><p>• Facilitate the post-closing process to ensure accurate onboarding of loans into the internal database.</p><p>• Partner with internal teams and affiliates to review and approve draw requests and capital calls.</p><p>• Provide support leadership on various initiatives and ad hoc projects as needed.</p>
  • 2026-02-13T00:00:00Z
Financial Planning &amp; Analysis Manager
  • Minneapolis, MN
  • onsite
  • Permanent
  • 96500 - 150000 USD / Yearly
  • <p>Our client in Bloomington is looking for an FP&amp;A Manager to handle marketing analytics. Bachelors in Accounting or Finance required along with 5+ years financial analysis experience. Great opportunity in a large organization to grow and be involved in the largest business unit. No previous supervisory experience required. If you are interested, please reach out confidentially @JenniferExsted.</p>
  • 2026-03-02T00:00:00Z
Investment Accounting Analyst
  • Minneapolis, MN
  • onsite
  • Permanent
  • 90000 - 115000 USD / Yearly
  • <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>
  • 2026-01-30T00:00:00Z
Tax Manager
  • Minneapolis, MN
  • onsite
  • Permanent
  • 110000 - 130000 USD / Yearly
  • <p><strong>Tax Manager – Greater Minneapolis-St Paul area</strong></p><p>Our client, an impressive asset management firm is seeking a Tax Manager to join a collaborative tax team This firm works with a wide range of clients, including family-owned businesses, trusts, and investment entities. This role offers the chance to work with experienced tax professionals in a stable, rewarding environment, with competitive compensation and a comprehensive benefits package.</p><p><strong>Responsibilities:</strong></p><p>·        Manage tax compliance workflows for diverse client portfolios</p><p>·        Serve as primary point of contact for assigned clients, ensuring outstanding service and communication</p><p>·        Mentor, train, and review the work of junior tax staff</p><p>·        Oversee the preparation and review of federal, state, and local tax workpapers and returns</p><p>·        Lead complex tax planning projects and research technical tax issues</p><p>·        Prepare clear and concise research memoranda and provide guidance to clients</p><p>·        Collaborate regularly with senior management and other stakeholders</p><p><strong>Ready to take the next step?</strong></p><p><strong>Connect with Douglas Rickart on LinkedIn, call 612-249-0330, or apply using the provided link.</strong></p><p><br></p>
  • 2026-02-26T00:00:00Z
Accounting Manager
  • Minneapolis, MN
  • onsite
  • Temporary
  • 63.3365 - 73.337 USD / Hourly
  • We are seeking an experienced Accounting Manager to join our team in Minneapolis, Minnesota. In this role, you will oversee lease accounting processes, general ledger activities, and month-end close procedures. This long-term contract position provides the opportunity to contribute to financial accuracy and compliance while supporting operational improvements.<br><br>Responsibilities:<br>• Manage all aspects of lease accounting, including approximately 60 operating leases for manufacturing facilities.<br>• Update and maintain the lease accounting system, ensuring data accuracy and functionality.<br>• Prepare and review monthly lease entries, including rents, amortization, right-of-use asset activity, and payment validations.<br>• Ensure lease schedules comply with relevant accounting standards, such as ASC 842, and support financial disclosures.<br>• Assist with the preparation of footnotes and other financial statement disclosures related to lease activities.<br>• Review and prepare journal entries for various accounts, including prepaids, accruals, rent schedules, debt, and FX translations.<br>• Conduct reconciliations for assigned balance sheet accounts, such as prepaid accounts and GR/IR balances.<br>• Collaborate with less experienced team members by reviewing their entries and providing constructive feedback.<br>• Identify and implement opportunities for process improvements within accounting operations.<br>• Ensure compliance and accuracy in financial reporting through meticulous review and validation processes.
  • 2026-02-06T00:00:00Z
Senior Accounts Receivable Analyst
  • Hopkins, MN
  • onsite
  • Temporary
  • 35.625 - 41.25 USD / Hourly
  • <p>We are seeking a talented Senior Accounts Receivable Analyst to drive results with our high-value customer portfolio. This role is ideal for a candidate with extensive accounts receivable expertise and a collaborative, engaging personality. The successful candidate must be comfortable presenting financial insights and solutions to executive and C-suite stakeholders, acting as a trusted advisor and key business partner.</p><p><br></p><ul><li>Manage and optimize the accounts receivable process for high-value customers, ensuring timely and accurate billing, collections, and reconciliations.</li><li>Analyze customer accounts, resolve complex issues, and proactively communicate with clients and internal teams to expedite payment.</li><li>Develop and present AR performance reports to senior leadership; provide clear, data-driven recommendations to drive results and mitigate risks.</li><li>Build strong relationships with customer contacts and executives, fostering trust and facilitating transparent communication around account status.</li><li>Identify process improvement opportunities; collaborate with finance leadership to implement best practices and new technology solutions.</li><li>Maintain accurate records in accounting systems (such as SAP, Oracle, Microsoft D365, or similar), ensuring compliance with organizational and regulatory requirements.</li><li>Support monthly, quarterly, and annual close processes related to accounts receivable, partnering across teams to ensure integrity and efficiency.</li><li>Serve as a subject matter expert for AR processes, mentoring junior analysts and contributing to training initiatives.</li></ul><p><br></p>
  • 2026-02-27T00:00:00Z
Sr. Financial Analyst
  • Plymouth, MN
  • onsite
  • Permanent
  • 100000 - 117000 USD / Yearly
  • We are looking for an experienced Senior Financial Analyst to join our team in Plymouth, Minnesota. This role is crucial in supporting financial operations, including budgeting, forecasting, and reporting within a dynamic healthcare environment. The ideal candidate will have an analytical mindset and a strong ability to provide insights that drive decision-making and business strategy.<br><br>Responsibilities:<br>• Prepare and analyze budgets, forecasts, and profit and loss statements to support business planning objectives.<br>• Conduct market modeling, sales analysis, and gross margin reviews to assess financial performance.<br>• Collaborate with leadership to consolidate month-end financial analysis and commentary.<br>• Develop financial models and presentations for quarterly forecasting cycles and executive meetings.<br>• Provide ad hoc financial reports and analysis to address specific business needs.<br>• Ensure compliance with regulatory requirements, company policies, and operational procedures.<br>• Deliver routine reports and insights to leadership to facilitate informed decision-making.<br>• Partner with cross-functional teams to support capital inventory management and service profitability.<br>• Contribute to the improvement of financial processes and systems to enhance efficiency.<br>• Maintain positive communication and collaboration across all levels of the organization.
  • 2026-02-27T00:00:00Z
Sr. Financial Analyst
  • Plymouth, MN
  • onsite
  • Permanent
  • 100000 - 120000 USD / Yearly
  • We are looking for a skilled Senior Financial Analyst to join our team in Plymouth, Minnesota. In this role, you will play a vital part in supporting our Electrophysiology Capital &amp; Technical Services organization and Minnesota Facilities. You will contribute to the management of capital inventory processes, the development of the Capital Service profit and loss statements, and provide insights through detailed financial reporting and analysis. This position offers an opportunity to collaborate with leadership, prepare executive-level presentations, and assist in quarterly forecasting cycles.<br><br>Responsibilities:<br>• Develop and manage budgeting and forecasting processes, including profit and loss analysis and market modeling.<br>• Provide detailed financial reporting and analysis for month-end close cycles and budget updates.<br>• Collaborate with leadership to prepare financial presentations and address inquiries regarding variances and activity.<br>• Support the capital services and facilities teams with ad hoc financial analysis and updates during budget cycles.<br>• Participate in the preparation of consolidated financial reports and presentations for executive meetings.<br>• Assist in monthly financial closing activities and ensure compliance with regulatory requirements and company policies.<br>• Execute annual goals and objectives set by the finance team and contribute to business development efforts.<br>• Partner with key geographies to consolidate month-end analysis and commentary.<br>• Maintain positive communication and collaboration with employees and business stakeholders.<br>• Utilize financial models to support forecasting cycles and provide actionable insights.
  • 2026-02-04T00:00:00Z
Sr. Financial Analyst
  • Eden Prairie, MN
  • onsite
  • Contract / Temporary to Hire
  • 40 - 45 USD / Hourly
  • We are looking for a Senior Financial Analyst to join our team in Eden Prairie, Minnesota. This Contract to permanent position offers an exciting opportunity to play a pivotal role in shaping pricing strategies and driving financial insights within the healthcare industry. The ideal candidate will bring expertise in financial modeling, data analysis, and cross-functional collaboration to support strategic decision-making.<br><br>Responsibilities:<br>• Develop and implement effective pricing models and strategies to support product and service pricing decisions.<br>• Conduct in-depth pricing analyses by leveraging historical data, competitive intelligence, and customer behavior insights.<br>• Provide actionable pricing recommendations that align with organizational goals and margin objectives.<br>• Create and maintain forecasting models to predict profitability, assess risks, and analyze variances.<br>• Collaborate with finance and business leaders to evaluate the impact of pricing initiatives on revenue and margins.<br>• Ensure the accuracy and consistency of pricing data across systems and tools, implementing best practices for data governance.<br>• Lead pricing-related projects, including annual updates, modeling enhancements, and system implementations.<br>• Partner with sales, finance, and operations teams to align pricing strategies with broader business objectives.<br>• Support sales teams by delivering pricing guidance and analyzing exceptions to assist with deal modeling.<br>• Translate complex financial data into clear, actionable insights for non-technical stakeholders.
  • 2026-03-04T00:00:00Z
Tax Manager - Public
  • Maple Grove, MN
  • onsite
  • Permanent
  • 80000 - 140000 USD / Yearly
  • We are looking for a skilled and experienced Tax Manager to join our team in the Northwest Suburbs. This role is ideal for someone who is detail-oriented, thrives in a collaborative environment, and is passionate about delivering exceptional tax and accounting services. As part of our team, you will play a key role in assisting clients with tax planning and compliance, ensuring accuracy and timeliness in financial reporting. <br> Responsibilities: Handle the preparation and review of advanced tax filings across business entities, individuals, and trusts, ensuring accuracy and completeness. Build trusted client relationships by offering clear guidance and consistently high-quality service. Analyze nuanced tax questions and present practical recommendations to both clients and internal leadership. Partner with senior team members on assurance engagements to support thorough, well-executed deliverables. Lead annual tax provision work and monitor compliance with applicable reporting requirements. Leverage professional tax and workflow software to enhance accuracy, organization, and productivity. Coordinate multiple concurrent assignments, balancing timelines while upholding strong quality standards. Contribute to outreach and growth efforts aimed at attracting new business. Mentor entry level team members through coaching, training, and day-to-day support. Adhere to professional guidelines and regulatory expectations in all work performed.
  • 2026-01-30T00:00:00Z
Tax Manager - Public
  • Saint Paul, MN
  • onsite
  • Permanent
  • 110000 - 130000 USD / Yearly
  • We are on the lookout for a Tax Manager - Public to join our team in Saint Paul, Minnesota, 55102, United States. This role will necessitate managing several client engagements at once, maintaining relationships with executives across multiple family offices, and providing guidance and mentorship to team members. A key aspect of this role will be the application of tax code to unique situations, as well as the preparation and review of various tax returns.<br><br>Responsibilities: <br><br>• Manage multiple client engagements simultaneously, ensuring the overall success of each project<br>• Foster and maintain relationships with executives across various family offices<br>• Prepare and review Trust Tax Returns and Estate Tax Returns<br>• Utilize strong trust accounting skills to maintain accuracy and efficiency<br>• Directly manage, develop, train, and mentor team members on projects and assess performance for engagements<br>• Supervise and review team members&#39; work for accuracy and compliance with professional standards<br>• Review individual returns that include multiple complex partnership K-1s, stock options, and multi-state K-1s<br>• Review Real Estate partnerships and apply tax code to unique circumstances<br>• Read, understand, and apply directions contained in trust documents prepared by others<br>• Maintain active communication with clients to manage expectations and ensure satisfaction<br>• Participate in firm-wide initiatives including recruitment<br>• Work with partners on proposals and business development.
  • 2026-02-27T00:00:00Z
Tax Manager - Public
  • Minneapolis, MN
  • onsite
  • Permanent
  • 110000 - 135000 USD / Yearly
  • We are offering an exciting opportunity for a Tax Manager - Public in Golden Valley, Minnesota, 55427, United States. This role involves managing multiple high-level tax engagements, formulating and delivering innovative tax planning, and providing client service. You will be identifying and capitalizing on business opportunities, working with staff to ensure tax returns are completed correctly, and performing research on tax topics. <br><br>Responsibilities:<br><br>• Manage multiple high level tax engagements ensuring effective execution and delivery<br>• Develop and implement innovative tax planning strategies<br>• Provide exceptional client service and foster business opportunities within our current client base<br>• Work collaboratively with staff to ensure individual and business tax returns are completed correctly and timely<br>• Analyze tax situations from various perspectives to apply the maximum tax benefit<br>• Conduct research on various tax topics and draw conclusions<br>• Lead, develop and mentor team members to enhance their skills<br>• Work with high level clients and review tax returns for accuracy<br>• Participate in business development and community involvement activities<br>• Understand the mindset of a business owner with entrepreneurial spirit<br>• Deliver exceptional customer service to our clients<br>• Participate in coaching employees and career development<br>• Stay up-to-date on the ever-changing tax industry’s regulations and policies.
  • 2026-01-30T00:00:00Z
Sr. Finance Manager
  • Forest Lake, MN
  • onsite
  • Permanent
  • 150000 - 175000 USD / Yearly
  • We are looking for an experienced Sr. Finance Manager to oversee financial operations for the regional office and contribute to global finance initiatives. This role requires strategic leadership, strong analytical skills, and the ability to drive financial excellence within a manufacturing environment. Based in Columbus, Minnesota, this position offers the opportunity to lead a dynamic finance team while ensuring compliance, improving processes, and supporting business decisions.<br><br>Responsibilities:<br>• Manage all financial activities for the regional office, including oversight of multiple legal entities and manufacturing sites.<br>• Serve as a trusted finance partner to the regional leadership team, providing guidance on operational decisions, investments, and performance enhancements.<br>• Prepare and oversee consolidated financial statements for the regional office, ensuring alignment with group standards and deadlines.<br>• Lead annual budgeting, rolling forecasts, and long-term financial planning, including sensitivity and scenario analyses.<br>• Drive financial excellence in manufacturing operations, including cost accounting, margin analysis, and inventory valuation.<br>• Optimize working capital and cash flow by focusing on inventory management, receivables, and payables.<br>• Coordinate tax, treasury, insurance, and risk management functions in collaboration with external advisors.<br>• Oversee statutory and group audits for the regional office, ensuring timely completion and addressing any findings.<br>• Review and approve capital investment proposals while monitoring post-investment outcomes.<br>• Develop and mentor the finance team, fostering a culture of accountability and technical expertise.
  • 2026-03-02T00:00:00Z
Financial Analyst
  • Plymouth, MN
  • onsite
  • Permanent
  • 80000 - 90000 USD / Yearly
  • We are looking for a Financial Analyst to join our team in Plymouth, Minnesota. In this role, you will support financial planning and analysis for the Electrophysiology Medical Device division, contributing to the management of expenses and capital while driving insights for business decisions. This position offers the opportunity to work in a dynamic and collaborative environment, with a focus on advancing healthcare technologies.<br><br>Responsibilities:<br>• Conduct financial planning and analysis activities, including budgeting, forecasting, and expense management.<br>• Analyze profit and loss statements, market trends, and business development opportunities to support decision-making.<br>• Prepare consolidated reports and presentations for quarterly cycles and management reviews.<br>• Collaborate with global teams to gather, consolidate, and interpret financial data during month-end close processes.<br>• Perform ad hoc financial analysis and reporting as requested to address business needs.<br>• Monitor and evaluate gross margins, price-volume variances, and other financial metrics to identify areas for improvement.<br>• Utilize financial systems to generate routine reports and provide insights into operational performance.<br>• Support capital planning and headcount analysis to ensure alignment with organizational goals.<br>• Execute annual objectives as outlined by the finance team, contributing to the success of the Electrophysiology division.
  • 2026-03-04T00:00:00Z
Financial Analyst
  • Newport, MN
  • onsite
  • Permanent
  • 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.
  • 2026-02-03T00:00:00Z
Senior Business Analyst
  • Inver Grove Heights, MN
  • onsite
  • Temporary
  • 50 - 56 USD / Hourly
  • <p>We are looking for an experienced Senior Business Analyst to join our team. The ideal candidate will have a strong background in IT business analysis, a proactive approach to problem-solving, and the ability to effectively collaborate with cross-functional teams. This role requires expertise in transportation modules, integration testing, and user training while ensuring alignment with global business templates.</p><p><br></p><p>Responsibilities:</p><p>• Analyze business requirements and translate them into effective process or technology solutions within the transportation module.</p><p>• Collaborate with stakeholders to develop business cases for new functionalities, including comprehensive cost-benefit and risk-impact analyses.</p><p>• Manage and prioritize ticket backlogs, working towards resolving issues promptly within the transportation module.</p><p>• Gather requirements and perform integration analysis for modules such as PP and SD.</p><p>• Create and execute test plans, develop test cases, and conduct functional and user acceptance testing.</p><p>• Assist in enhancing moderately complex information systems and ensure appropriate error management functionality.</p><p>• Provide training to new users on supported applications as needed.</p><p>• Promote and enforce workplace safety standards by identifying and addressing hazards.</p><p>• Participate in Scrum activities, including backlog grooming and supporting unit and integration testing.</p><p>• Take ownership of testing phases for projects, ensuring accuracy and completeness.</p>
  • 2026-02-27T00:00:00Z
Investment Trading Analyst
  • Minneapolis, MN
  • onsite
  • Permanent
  • 70000 - 80000 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.</p><p>• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.</p><p>• Engage directly with trade partners to resolve data-related inquiries.</p><p>• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.</p><p>• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.</p><p>• Assist in research projects as per the requests of portfolio managers.</p><p>• Monitor the outcomes of investment strategies and make necessary adjustments.</p><p>• Collaborate with technology/data teams to ensure the accuracy of information and analysis.</p><p>• Regularly analyze portfolio return/risk.</p><p>• Handle all processes related to trade commencement to settlement.</p><p><br></p><p>Minimum Qualifications:</p><ul><li>Bachelor&#39;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><p>Preferred Qualifications:</p><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><p>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&#39;d love to hear from you.</p><p>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. </p>
  • 2026-02-19T00:00:00Z