Investment Consultant - Oakdale, MN FidelityInvestment Consultant - Oakdale, MNOakdale, MinnesotaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Investment Consultant - Minnetonka, MN FidelityInvestment Consultant - Minnetonka, MNMinnetonka, MinnesotaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Investment Services Account Manager U.S. BancorpInvestment Services Account ManagerSaint Paul, MN$64,855–$76,300 / yearAids in reviews of Global Custody Paperwork, works with Client Services and Relationship Managers to clear any noted exceptions, responds to requests from WM&IS Risk Management, Trust Compliance and Corporate Audit Services in a timely manner. 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 Management Liaison U.S. BancorpInvestment Management LiaisonSaint Paul, MN$86,360–$101,600 / yearLeads the end-to-end coordination of high-risk, time-sensitive, or recurring matters involving trade capture, settlement, failed trades, market practices, cash or position impacts, and related servicing dependencies. Establishes clear ownership and brings together Product, Operations, Risk, Technology, relationship teams, and other subject-matter experts to investigate issues, communicate accurate client-ready updates, and drive timely resolution.
Controller - Investment & Fiduciary Services US BankController - Investment & Fiduciary ServicesMinneapolis, MN$143,905–$169,300 / yearU.S. Bank is seeking a strategic and highly experienced Controller - Investment & Fiduciary to lead accounting, financial reporting, and control activities for a complex portfolio of client-focused businesses, including Trust, Fund & Fund Services, Wealth Management, Investment Advisory, Asset Management, and Fiduciary Services. You will work alongside senior business leaders, influence strategic decisions, and help shape the future of services that support high-net-worth clients, institutional investors, trusts, and investment funds.
Sr. 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).
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 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.
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.
Ascent Director Of Investments - Minneapolis, MN US BankAscent Director Of Investments - Minneapolis, MNMinneapolis, MN$158,310–$193,490 / 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.
Ascent Director of Investments - Minneapolis, MN U.S. BankAscent Director of Investments - Minneapolis, MNMinneapolis, Minnesota$158,310–$193,490 / yearBasic Qualifications- Bachelor's degree in finance, accounting or other related field- Nine or more years of portfolio/wealth management experience- Three or more years of alternative assets experiencePreferred Skills/Experience- Strong understanding of managers/styles in all asset classes- Ability to meet with clients/prospects as sole investment professional representative- Well-developed leadership abilities and strategic management skills- Thorough knowledge of division and relation to industry- Strong verbal and written communication skills- Well-developed analytical, decision-making and problem-solving skills- Considerable tact, diplomacy and people skills. Key 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.
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 Senior Manager Accenture PlcInvestment Banking Senior ManagerMinneapolis, MNKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Investment Banking Consultant Accenture PlcInvestment Banking ConsultantMinneapolis, MNKey responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change. Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.
Wealth Management Investment Consultant, Advisory Services U.S. BancorpWealth Management Investment Consultant, Advisory ServicesSaint Paul, MN$63,990–$78,210 / 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.
Hawthorn Regional Investment Director The PNC Financial Services Group IncHawthorn Regional Investment DirectorMinneapolis, MN$154,000–$286,000 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Investment Banking Vice President Wipfli Advisory LLCInvestment Banking Vice PresidentMinneapolis, Minnesota$129,000–$174,000 / 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.
Investment Trader and Operations Specialist DSG CAPITAL ADVISORS, LLCInvestment Trader and Operations SpecialistMINNEAPOLIS, MNOurhigh-touchclient service, in addition to ourin-office culture,are a couple of items thatset us apart from largermoreinstitutional firms. This is a hands-on role where your work has a direct, visible impact on client outcomes rather than beinga small part of a large institution where you may never know the impact that you have on clients.
Investment Banking Vice President - Healthcare IT Piper Sandler CompaniesInvestment Banking Vice President - Healthcare ITMinneapolis, 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: 5+ years of investment banking experience or MBA degree and 3+ years of investment banking or closely related experience.
2027 Campus Recruiting - Investment Banking Summer Associate - Minneapolis Piper Sandler Companies2027 Campus Recruiting - Investment Banking Summer Associate - MinneapolisMinneapolis, 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. 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.