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Jobs

PWM Investment Portfolio Manager U.S. Bancorp

PWM Investment Portfolio Manager
Minneapolis, MN
  • $126,810–$154,990 / year

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. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.

23 days ago

Investment Operations Specialist - USBA Account Services U.S. Bancorp

Investment Operations Specialist - USBA Account Services
Saint Paul, MN
  • $21.25–$28.32 / hour

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. 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.

12 days ago
New

Wealth Management-Investment Portfolio Manager U.S. Bancorp

Wealth Management-Investment Portfolio Manager
Minneapolis, MN
  • $111,605–$131,300 / year

THREE 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.

5 days ago

Investment Banking Vice President | Industrials Houlihan Lokey

Investment Banking Vice President | Industrials
Minneapolis, Minnesota

Our 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.

8 days ago

Investment Sales Agent Marcus & Millichap Inc

Investment Sales Agent
Minneapolis, MN

Founded 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.

22 days ago
3M logo

3M Ventures Investment Director 3M

3M Ventures Investment Director
Maplewood, MN
  • $250,253–$305,864 / year

Managing 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.

30+ days ago

Investment Banking Vice President 2 Industrials M&A Prospect Rock Partners

Investment Banking Vice President 2 Industrials M&A
Minneapolis, Minnesota

They 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.

30+ days ago
New

Sr. Accountant - Investment Operations Travelers

Sr. Accountant - Investment Operations
Saint Paul, Minnesota

Experience 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).

6 days ago
Morgan Stanley logo

RFP Specialist, Investment Proposals - Parametric Morgan Stanley

RFP Specialist, Investment Proposals - Parametric
Edina, MN
  • $70,000–$140,000 / year

Develop 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.

30+ days ago
Morgan Stanley logo

Associate Investment Engineer - Parametric Morgan Stanley

Associate Investment Engineer - Parametric
Minneapolis, Minnesota

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. This work includes helping to maintain and enhance Parametric's proprietary investment strategies, monitoring risk and performance, contributing to new product development, and conducting research and analysis that can be turned into external content and used to educate and inform clients.

17 days ago

Investment Management Specialist Bank of America Corp

Investment Management Specialist
Wayzata, MN
  • $75,000–$108,000 / year

Our 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.

9 days ago
Daley and Associates logo

Investment Operations Associate - Minneapolis - Hybrid Daley and Associates

Investment Operations Associate - Minneapolis - Hybrid
Minneapolis, MN
  • $100,000–$140,000 / year

This 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.

26 days ago

Manager, National Video Investment (Video & Programmatic Media) Ovative Group

Manager, National Video Investment (Video & Programmatic Media)
Minneapolis, Minnesota
  • $90,000–$132,000 / year

Leveraging 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.

30+ days ago

Investment Operations Specialist - Usba Account Services US Bank

Investment Operations Specialist - Usba Account Services
Saint Paul, MN
  • $21.25–$28.32 / hour

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. 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.

12 days ago
New

Ascent Trust and Investment Onboarding Coordinator - Minneapolis, MN U.S. Bank

Ascent Trust and Investment Onboarding Coordinator - Minneapolis, MN
Minneapolis, Minnesota
  • $92,820–$109,200 / year

The 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.

6 days ago

Investment Banking Vice President - Healthcare MedTech Piper Sandler Companies

Investment Banking Vice President - Healthcare MedTech
Minneapolis, MN

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. 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.

30+ days ago

Investment Banking Associate | Industrials Houlihan Lokey Europe GmbH

Investment Banking Associate | Industrials
Minneapolis, MN
  • $175,000–$225,000 / year

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. 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.

30+ days ago

Investment Banking Vice President - Healthcare Medtech Piper Sandler Companies

Investment Banking Vice President - Healthcare Medtech
Minneapolis, MN

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. 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.

30+ days ago

Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu Ltd

Investment Management - Business Strategy Manager
Minneapolis, MN
  • $155,600–$306,800 / year

As 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.

30+ days ago

PWM Investment Portfolio Manager U.S. Bank

PWM Investment Portfolio Manager
Minneapolis, Minnesota

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. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.

24 days ago
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