NewPGIM: 2027 Private Credit, Summer Investment Analyst Program Prudential Financial IncPGIM: 2027 Private Credit, Summer Investment Analyst ProgramMinneapolis, MN$35–$40 / hourOur Private Credit Summer Analyst Program hosts interns across various teams including: Corporate Finance, Real Assets, Alternatives, Workouts/Restructuring, and Loan Sourcing/Syndication. PGIM's Private Credit business provides long-term, patient capital to middle-market companies engaged in buyout transactions, refinancings, recapitalizations, growth investments and more.
NewPGIM: 2027 Private Credit, Investment Analyst Program Prudential Financial IncPGIM: 2027 Private Credit, Investment Analyst ProgramMinneapolis, MN$80,000–$100,000 / yearPGIM's Private Credit business provides long-term, patient capital to middle-market companies engaged in buyout transactions, refinancings, recapitalizations, growth investments and more. PGIM offers a distinct workplace culture that aligns with the firm's ultimate objective: to provide premier service to our clients while fostering an inclusive workplace culture that is rooted in trust, respect, and equality.
Senior Investment Analyst Ryan Companies US IncSenior Investment AnalystMinneapolis, MN$95,000–$120,000 / yearSome things you can expect to do: Support SVPs, VPs and Directors on real estate transactions including the capitalization of identified development projects with JV equity and construction loans including underwriting, preparation of offering packages, and selective interaction with capital providers. To be successful, the candidate must demonstrate mastery of commercial real estate investment transactions through analysis and communication with internal and external stakeholders and have the ability to consider strategic objectives with a focus on increasing the value of the Ryans assets.
NewPGIM: 2027 Private Credit, Summer Investment Analyst Program PGIM Global High Yield FundPGIM: 2027 Private Credit, Summer Investment Analyst ProgramMinneapolis, MN$35–$40 / hourOur Private Credit Summer Analyst Program hosts interns across various teams including: Corporate Finance, Real Assets, Alternatives, Workouts/Restructuring, and Loan Sourcing/Syndication. PGIM's Private Credit business provides long-term, patient capital to middle-market companies engaged in buyout transactions, refinancings, recapitalizations, growth investments and more.
Senior Alternative Investment Analyst Royal Bank of CanadaSenior Alternative Investment AnalystMinneapolis, MinnesotaThis position will: Conduct initial and on-going research, analysis and due diligence of private market offerings, applying expertise as needed across asset classes such as private credit, private equity, real assets (real estate and infrastructure), hedge funds and other alternative investment firms in support of the Private Alternatives platform in RBC Wealth Management’s business in the United States. Initial and ongoing due diligence and analysis related to the firm and product structure, portfolio management, investment approach, performance, as well as assisting in the completion of periodic operational due diligence reviews on alternative investment funds.
TripleTree - Investment Banking Analyst Capital OneTripleTree - Investment Banking AnalystBloomington, MinnesotaCandidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This commitment impacts the knowledge, relationships, and resources across our business, and requires the addition of talented professionals with strong analytic, strategic thinking, communication and leadership skills - and drive to succeed.
Investment Banking Analyst Wipfli LLPInvestment Banking AnalystMinneapolis, MN$66,000–$89,000 / 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.
Sr. Analyst, PIM Ops - Seasonal Investments (Hybrid) Target CorpSr. Analyst, PIM Ops - Seasonal Investments (Hybrid)Minneapolis, MN$73,000–$132,000 / yearAs a Senior Analyst in PIM Ops for Seasonal Investments, you'll support enterprise-wide seasonal investment planning and decision-making across key retail events, including Seasonal Collective, Q4, Back to School, Back to College, Valentine's Day, Halloween and Easter. In close partnership with Merch Finance, Merch Capabilities and the Merch Roundtable, you will take on the key coordination of developing a program plan for the simplification of existing Forecast routines and establishing the program and learning plan for the successful transition from Retail to Cost Accounting.
Alternative Investment Product Analyst Royal Bank of CanadaAlternative Investment Product AnalystMinneapolis, MN$55,000–$95,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture.
NewInvestment Banking Analyst Wipfli Advisory LLCInvestment Banking AnalystMinneapolis, Minnesota$66,000–$89,000 / yearFull timeWCF 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.
Ascent Director of Investments - Minneapolis, MN U.S. BancorpAscent Director of Investments - Minneapolis, MNMinneapolis, MN$133,365–$156,900 / yearKey daily tasks include creating personalized client portfolios and related performance reports, delivering prompt and relevant investment updates to clients, and preparing materials and models for both internal and external meetings. In 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.
Investment Banking Senior Analyst | Industrials Houlihan Lokey Europe GmbHInvestment Banking Senior Analyst | IndustrialsMinneapolis, MN$110,000–$130,000 / 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. Houlihan Lokey hires Analysts to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions.
TripleTree - Investment Banking Associate Capital One Financial CorpTripleTree - Investment Banking AssociateMN$160,000–$225,000 / yearCandidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This commitment impacts the knowledge, relationships, and resources across our business, and requires the addition of talented professionals with strong analytic, strategic thinking, communication and leadership skills - and drive to succeed.
Investment Banking Associate - Healthcare: B2B MedTech & Outsourced Life Sciences Piper Sandler & Co.Investment Banking Associate - Healthcare: B2B MedTech & Outsourced Life SciencesMinneapolis, MinnesotaOur 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. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
Investment Banking Associate – Healthcare Services & IT Piper Sandler & Co.Investment Banking Associate – Healthcare Services & ITMinneapolis, MinnesotaOur 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. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
Investment Banking Associate 2 Industrials M&A Prospect Rock PartnersInvestment Banking Associate 2 Industrials M&AMinneapolis, Minnesota$175,000–$225,000 / yearThey 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.
Investment Banking Experienced Associate – Pharma Services Piper Sandler & Co.Investment Banking Experienced Associate – Pharma ServicesMinneapolis, MinnesotaOur 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. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
NewInvestment Banking Associate - Services & Industrials Piper Sandler & Co.Investment Banking Associate - Services & IndustrialsMinneapolis, MinnesotaOur 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. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
Senior Manager – Portfolio Investment Strategist AmeripriseSenior Manager – Portfolio Investment StrategistMinneapolis, MNCollaborate with senior investment strategists, planning strategists, paraplanners, analysts, and case managers to assess advisor and client needs and develop integrated investment strategies for high net-worth clients. Working in close partnership with senior investment strategists and planning specialists, this role focuses on moderate-complexity client cases while supporting more high-complexity engagements as needed.
Institutional Investment Consulting Associate Marsh & McLennan Companies IncInstitutional Investment Consulting AssociateMinneapolis, MN$67,000–$134,000 / yearAs an Institutional Investment Consulting Associate, you will play a key role in supporting investment advice for a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Institutional Investment Consulting Senior Associate Marsh & McLennan Companies IncInstitutional Investment Consulting Senior AssociateMinneapolis, MN$88,000–$176,000 / yearAs an Institutional Investment Consulting Senior Associate, you will play a key role in supporting the range of investment services provided to a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Platform Owner - Strategic Investment Platforms Thrivent Financial for LutheransPlatform Owner - Strategic Investment PlatformsMinneapolis, MN$139,139–$188,247 / yearReporting to the Director, Investments Technology & Data, this role is accountable for building strong vendor partnerships, coordinating vendor-led and internally led initiatives, and partnering with front office stakeholders to drive adoption and measurable improvements in investment workflows and business outcomes. The Platform Owner - Strategic Investment Platforms is accountable for driving value realization from our strategic investment platforms, including BlackRock's Aladdin Enterprise, Bloomberg and FactSet, by optimizing adoption and utilization, reducing friction in front-office workflows, and ensuring delivery of vendor roadmap commitments end-to-end.
AVP, Accounting - Investment Operations and Finance The Travelers Companies IncAVP, Accounting - Investment Operations and FinanceMN$146,400–$241,600 / yearOversee creation, accuracy and completeness of external financial statements which may include GAAP (Generally Accepted Accounting Principles), SEC and STAT (Statutory Accounting Principles) with a comprehensive view of the impact they have on fixed income investments and the organization. Focusing on fixed income investments, leverage business perspectives to lead robust financial analyses and operational perspectives with a focus on key performance metrics (i.e. production, profitability, expense management, staffing).
AVP, Accounting - Investment Operations and Finance TravelersAVP, Accounting - Investment Operations and FinanceSaint Paul, MinnesotaOversee creation, accuracy and completeness of external financial statements which may include GAAP (Generally Accepted Accounting Principles), SEC and STAT (Statutory Accounting Principles) with a comprehensive view of the impact they have on fixed income investments and the organization. Focusing on fixed income investments, leverage business perspectives to lead robust financial analyses and operational perspectives with a focus on key performance metrics (i.e. production, profitability, expense management, staffing).
Investment Banking Associate - Healthcare: B2B MedTech & Outsourced Life Sciences Piper Sandler CompaniesInvestment Banking Associate - Healthcare: B2B MedTech & Outsourced Life SciencesMinneapolis, MN$175,000–$225,000 / yearOur 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. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
Ascent Director of Investments - Minneapolis, MN U.S. BankAscent Director of Investments - Minneapolis, MNMinneapolis, MinnesotaKey daily tasks include creating personalized client portfolios and related performance reports, delivering prompt and relevant investment updates to clients, and preparing materials and models for both internal and external meetings. In 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.
Senior Investment Operations Analyst Thrivent Financial for LutheransSenior Investment Operations AnalystMinneapolis, MN$89,895–$121,621 / yearThis highly experienced middle office Investment Operations professional excels in a high-pressure environment having responsibilities across all activities including trading, settlements, derivative and corporate action and related investment life cycle activities performed within the Investment Operations team. This role leverages excellent collaboration skills and a high level of analytical and industry expertise to ensure efficiency and accuracy in supporting a wide range of asset classes, resolving complex technical and managerial issues.
Senior Analyst, Investment Performance Ameriprise Financial IncSenior Analyst, Investment PerformanceMinneapolis, MNFor more information please go through: https://ameriprise.wd5.myworkdayjobs.com/Ameriprise/job/Minneapolis-Minnesota/Senior-Analyst--Investment-Performance_R26_0969-1 .
Investment Banking Associate - Healthcare IT & Services Piper Sandler CompaniesInvestment Banking Associate - Healthcare IT & ServicesMinneapolis, MN$135,000–$225,000 / yearA successful candidate will possess the following characteristics: • Minimum 3+ years of investment banking experience • Experience with M&A transactions • Excellent written and verbal communication skills, including ability to develop internal and external relationships • Strong knowledge of accounting and financial modeling • Highly motivated, team player with strong attention to detail and an ability to learn in a fast-paced environment. Our 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.
NewInvestment Banking Associate - Services & Industrials Piper Sandler CompaniesInvestment Banking Associate - Services & IndustrialsMinneapolis, MN$135,000–$225,000 / yearOur 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. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
NewPWM 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.
NewInvestment Trading Specialist DSB Rock IslandInvestment Trading SpecialistMinnetonka, MN$70,000–$90,000 / yearIn this role, you'll execute investment trades, support portfolio implementation, and help ensure an exceptional client experience through accurate trade execution, regulatory compliance, and operational excellence. This is an outstanding opportunity for an investment professional who thrives in a fast-paced environment, enjoys working with financial advisors, and is passionate about delivering outstanding service.
Northland Capital Markets - MD -Investment Banking - Banker - NJ or MN First National Bank of OmahaNorthland Capital Markets - MD -Investment Banking - Banker - NJ or MNMinneapolis, MinnesotaThe group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks. The primary focus of the Managing Director is to provide capital markets services including public offerings of equity and convertible debt, PIPEs and Registered Direct offerings, and private placements of equity and debt securities.
NewInvestment Banking Associate | Industrials Houlihan LokeyInvestment Banking Associate | IndustrialsMinneapolis, Minnesota$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.
Northland Capital Markets - MD -Investment Banking - Banker - NJ or MN Northland SecuritiesNorthland Capital Markets - MD -Investment Banking - Banker - NJ or MNMinneapolis, MinnesotaThe group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks. The primary focus of the Managing Director is to provide capital markets services including public offerings of equity and convertible debt, PIPEs and Registered Direct offerings, and private placements of equity and debt securities.
Investment Banking Vice President - Healthcare MedTech Piper Sandler & Co.Investment Banking Vice President - Healthcare MedTechMinneapolis, MinnesotaOur 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.
Controller - Investment & Fiduciary Services U.S. BancorpController - Investment & Fiduciary ServicesMinneapolis, MN$143,905–$169,300 / yearThis role ensures accurate financial reporting, maintains strong internal controls, supports audits and regulatory examinations, and partners with business leaders to drive operational excellence. In 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.
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 Executive Assistant – Minneapolis, MN Piper Sandler & Co.Investment Banking Executive Assistant – Minneapolis, MNMinneapolis, MinnesotaThe ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor and appropriacy to interact with senior partners, clients, and colleagues. Our 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.
Manager, National Video Investment (Video & Programmatic Media) Ovative GroupManager, National Video Investment (Video & Programmatic Media)Minneapolis, MinnesotaLeveraging our deep industry expertise, we help brands like Best Buy, Domino's, American Eagle, The Home Depot, Post, Disney, Tumi, Michael Kors, Boost Mobile, and UnitedHealth Group transform their media and measurement programs. Serve as the subject matter expert for national linear television (Broadcast, Cable, Syndication) — the primary channel focus of this role — staying current on partner offerings, industry developments, and emerging trends.
3M Ventures Investment Director 3M3M Ventures Investment DirectorMaplewood, MN$250,253–$305,864 / yearManaging the entire investment process, as needed, including mapping investment trends, developing investment themes, building, sourcing and maintaining a pipeline of relevant investment opportunities, conducting due diligence and valuation analysis, to pitching deals to the Ventures Investment Committee, closing deals, and managing portfolio companies and board observer roles post- investment. Working closely with business and technical leaders to develop collaboration plans that provide value to 3M and partner companies, while forming trusted relationships with senior decision makers that enable effective communication and alignment around critical business decisions related to our projects.
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.
Investment Funds Associate DLA Piper LLP (US)Investment Funds AssociateMN$260,000–$390,000 / yearWhile the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties; Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner; Provide timely, accurate, and quality work product; Successfully meet deadlines, expectations, and perform work duties as required; Foster positive work relationships; Comply with all firm policies and practices; Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed; Ability to work under pressure and manage competing demands in a fast-paced environment; Perform all other duties, tasks or projects as assigned. The candidate will represent various public and private real estate companies, REITs, and institutional and financial investors in connection with a broad array of transactions involving acquisitions, dispositions, restructurings, complex financings, and development of commercial real estate.
NewInvestment Banking Vice President | Industrials Houlihan LokeyInvestment Banking Vice President | IndustrialsMinneapolis, MinnesotaOur team’s extensive transaction experience and real-time market intelligence allow us to deliver highly informed perspectives on valuation, corporate strategy, and transaction execution—making us a trusted advisor to clients navigating complex strategic decisions. With 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.
NewInvestment Operations Associate - Minneapolis - Hybrid Daley and AssociatesInvestment Operations Associate - Minneapolis - HybridMinneapolis, MN$110,000–$120,000 / 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.
NewInvestment Sales Agent Marcus & Millichap IncInvestment Sales AgentMinneapolis, MNFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Real Estate Investment Accountant Accenture PlcReal Estate Investment AccountantMinneapolis, MNThe team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. Key Responsibilities: Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials.
Wealth Management Investment Consultant, Advisory Services U.S. BancorpWealth Management Investment Consultant, Advisory ServicesSaint Paul, MN$64,855–$76,300 / yearUsing expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies. In 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.
Strategic Media Planning + Investment Lead CLUTCHStrategic Media Planning + Investment LeadMinneapolis, MNThe ideal candidate understands these functions, can collaborate effectively with the teams responsible for them, and is willing to jump in when needed, but their primary value comes from strategic planning, media leadership, optimization, and investment guidance. We help our clients find opportunities and maximize potential from both their products and services by aligning strategy and market opportunity, marketing and sales initiatives and execution, and the skills of their customer-facing employees and partners.
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.