Investment Banking Vice President 2 Industrials M&A Prospect Rock PartnersInvestment Banking Vice President 2 Industrials M&AMinneapolis, MinnesotaThey provide innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory, with unmatched transaction volumes that deliver differentiated, data-driven perspectives to help clients achieve their most critical goals. The team's extensive transaction experience and real-time market intelligence support highly informed perspectives on valuation, corporate strategy, and transaction execution — making the firm a trusted advisor to clients navigating complex strategic decisions.
NewSr. Accountant - Investment Operations TravelersSr. Accountant - Investment OperationsSaint Paul, MinnesotaExperience using Microsoft Office (e.g., Excel, Word, Outlook, PowerPoint), PeopleSoft and Financial Reporting Software (e.g., Investment Accounting Systems, Bloomberg, Foxit PDF Editor, Adobe Pro, Hyperion, etc.). Support the development of complex financial analyses by providing data and developing financial analyses for key performance metrics (i.e. production, profitability, expense management, staffing).
PWM Investment Portfolio Manager U.S. BancorpPWM Investment Portfolio ManagerMinneapolis, MN$126,810–$154,990 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.
Investment Operations Specialist - USBA Account Services U.S. BancorpInvestment Operations Specialist - USBA Account ServicesSaint Paul, MN$21.25–$28.32 / hourIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. As an Investment Operations Specialist, you will be responsible for reviewing and processing investment account requests, performing quality control on documentation, and maintaining account information within brokerage systems.
NewWealth Management-Investment Portfolio Manager U.S. BancorpWealth Management-Investment Portfolio ManagerMinneapolis, MN$111,605–$131,300 / yearTHREE KEY COMPONENTS OF THE ROLE: The role is centered on three key components that work together to deliver a comprehensive client experience and support business growth, while leveraging technology to increase efficiency, scale service delivery, and allow for more time in direct client engagement: Investment Management - Oversees client portfolios and trust assets in alignment with established investment objectives, risk parameters, and company guidelines, while making sound and timely investment decisions and using technology to improve analytical efficiency, streamline workflows, and support scalable portfolio oversight. This includes identifying opportunities to connect clients with relevant people, products, and services that add value, strengthen relationships, and support responsible business growth, while using technology to improve responsiveness and create more time for meaningful client interaction.
Investment Management Specialist Bank of America CorpInvestment Management SpecialistWayzata, MN$75,000–$108,000 / yearOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Job Description:This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities.
Investment Operations Associate - Minneapolis - Hybrid Daley and AssociatesInvestment Operations Associate - Minneapolis - HybridMinneapolis, MN$100,000–$140,000 / yearThis is an excellent opportunity to join a collaborative, entrepreneurial team and play a key role in the operational execution of private credit investments across multiple strategies. This is an outstanding opportunity for a private credit operations professional looking to join a high-growth investment platform with significant visibility and cross-functional exposure.
Investment Banking Vice President Wipfli LLPInvestment Banking Vice PresidentMinneapolis, MN$117,000–$158,000 / yearWCF is the investment banking and corporate finance arm of Wipfli Advisory LLC, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus on sell-side M&A transactions. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.
Investment Banking Associate Wipfli LLPInvestment Banking AssociateMinneapolis, MN$88,000–$118,000 / yearWCF is the investment banking and corporate finance arm of Wipfli Advisory LLC, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus on sell-side M&A transactions. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.
Investment Operations Specialist - Usba Account Services US BankInvestment Operations Specialist - Usba Account ServicesSaint Paul, MN$21.25–$28.32 / hourIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. As an Investment Operations Specialist, you will be responsible for reviewing and processing investment account requests, performing quality control on documentation, and maintaining account information within brokerage systems.
NewAscent Trust and Investment Onboarding Coordinator - Minneapolis, MN U.S. BankAscent Trust and Investment Onboarding Coordinator - Minneapolis, MNMinneapolis, Minnesota$92,820–$109,200 / yearThe Trust and Investment Onboarding Coordinator supports trust and investment account openings by reviewing statements and governing documents and using that information to establish account, payment, and monitoring setups across multiple bank systems. Ascent Private Capital Management is a leading player in the ultra-high-net-worth financial services industry, dedicated to helping our clients and families achieve their financial goals.
Investment Banking Vice President - Healthcare MedTech Piper Sandler CompaniesInvestment Banking Vice President - Healthcare MedTechMinneapolis, MNOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. A successful candidate will possess the following characteristics: Minimum 6 years of investment banking experience or MBA degree and 3+ years of investment banking or closely related experience.
Investment Banking Associate | Industrials Houlihan Lokey Europe GmbHInvestment Banking Associate | IndustrialsMinneapolis, MN$175,000–$225,000 / yearWith uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our transaction quality and client work benefit from our company culture, where financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for over a decade, which has given our professionals valuable exposure to a variety of situations and challenges.
PWM Investment Portfolio Manager U.S. BankPWM Investment Portfolio ManagerMinneapolis, MinnesotaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.
Investment Operations Specialist - USBA Account Services U.S. BankInvestment Operations Specialist - USBA Account ServicesSaint Paul, MinnesotaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. As an Investment Operations Specialist , you will be responsible for reviewing and processing investment account requests, performing quality control on documentation, and maintaining account information within brokerage systems.
Investment Banking Vice President - Healthcare Medtech Piper Sandler CompaniesInvestment Banking Vice President - Healthcare MedtechMinneapolis, MNOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. A successful candidate will possess the following characteristics: Minimum 6 years of investment banking experience or MBA degree and 3+ years of investment banking or closely related experience.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerMinneapolis, MN$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
NewWealth Management-Investment Portfolio Manager US BankWealth Management-Investment Portfolio ManagerMinneapolis, MN$111,605–$131,300 / yearTHREE KEY COMPONENTS OF THE ROLE: The role is centered on three key components that work together to deliver a comprehensive client experience and support business growth, while leveraging technology to increase efficiency, scale service delivery, and allow for more time in direct client engagement: Investment Management- Oversees client portfolios and trust assets in alignment with established investment objectives, risk parameters, and company guidelines, while making sound and timely investment decisions and using technology to improve analytical efficiency, streamline workflows, and support scalable portfolio oversight. This includes identifying opportunities to connect clients with relevant people, products, and services that add value, strengthen relationships, and support responsible business growth, while using technology to improve responsiveness and create more time for meaningful client interaction.
Ascent Trust And Investment Onboarding Coordinator - Minneapolis, MN US BankAscent Trust And Investment Onboarding Coordinator - Minneapolis, MNMinneapolis, MN$92,820–$109,200 / yearThe Trust and Investment Onboarding Coordinator supports trust and investment account openings by reviewing statements and governing documents and using that information to establish account, payment, and monitoring setups across multiple bank systems. Ascent Private Capital Management is a leading player in the ultra-high-net-worth financial services industry, dedicated to helping our clients and families achieve their financial goals.
RFP Specialist, Investment Proposals - Parametric Morgan StanleyRFP Specialist, Investment Proposals - ParametricEdina, MN$70,000–$140,000 / yearDevelop strong relationships with internal subject matter experts, including product management, sales, client relations, and investment professionals, to facilitate collaboration across teams and understand client needs to create customized RFP responses that highlight the firm's strategic and competitive advantage. Construct drafts, progressing to independent completion of Requests for Proposals/Information (RFP/RFI) and similar sales due diligence requests, including managing deadlines, compiling information from multiple internal sources, and making sure content complies with Parametric's brand and guidelines.