7 portfolio analyst jobs at 5 companies in Champlin, MN
2mo
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Portfolio Operations Analyst
Milwaukee or Minneapolis
$70k-$85k/yr HybridFull Time
2+ YOE2+ years investment/portfolio operations experience, attention to detail, Excel and APX/Bloomberg familiarity, strong communication, risk mitigation, and ability to lead projects; U.S. work authorization required.
Advent Portfolio Exchange (APX), Bloomberg, CRD, Wall Street Office (WSO), SS&C Recon, Microsoft Excel, Microsoft Access, Power BI
2w
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Analyst, Portfolio Implementation
Minneapolis, Minnesota, United States
$55k-$95k/yr OnsiteFull Time
3+ YOE3+ years securities experience in portfolio administration or investment operations, BA/BS in finance-related field, Series 7/63/65/66 (or ability to obtain), Envestnet experience, Microsoft Excel/Access skills.
Envestnet, Microsoft Excel, Microsoft Access
1d
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Infrastructure Finance - Portfolio Financial Analyst
Saint Louis or Minneapolis or Denver or New York City
$76k-$89k/yr HybridFull Time
0+ YOEBachelor's degree or equivalent experience; up to three years of related experience; financial analysis, Excel, financial statements, communication, mathematical, analytical, and relationship management skills.
Microsoft Excel, relational database
1mo
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Commercial Portfolio Manager - Huntington Technology Finance - Portfolio Monitoring
Charlotte or Chicago or Waterloo or Atlanta or Houston or Akron or Birmingham or Zeeland or Milwaukee or Bloomfield Hills or Tupelo or Denver or Detroit or Minnetonka or Port Huron or Cincinnati or Columbus or Farmers Branch
$57k-$124k/yr OnsiteFull Time
5+ YOEBachelor's in Finance/Accounting, 5+ years commercial credit analysis and underwriting, experience with financial statement analysis, credit monitoring, preparing financial spreads, mentoring analysts; CLFP and equipment finance experience preferred.
1mo
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Commercial Portfolio Manager Sr - Equipment Finance (Underwriter)
Minnetonka or Waterloo or Memphis or Nashville or Houston or Akron or Detroit or Tupelo or Charlotte or Pittsburgh or Bloomfield Hills or Schaumburg or Cincinnati or Mobile or Farmers Branch or Cleveland
$63k-$154k/yr OnsiteFull Time
5+ YOEBachelor's in accounting/finance/business required; 5+ years commercial credit underwriting; analyze financial statements, cash flow and collateral; use Moody's software; mentor junior analysts; proficiency with Microsoft Word and Excel.
Moody's software, Microsoft Word, Microsoft Excel
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Sr Client Admin Analyst
Minneapolis or Boston
$67k-$75k/yr HybridFull Time
3+ YOEAssociate's degree or equivalent, 3+ years experience, strong oral/written communication, problem solving, portfolio accounting/investment operations knowledge, ability to work under pressure and with limited direction.
1mo
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Fixed Income Reporting Analyst
Minneapolis, Minnesota, United States
HybridFull Time
3+ YOEBachelor's in finance/economics or equivalent, 3+ years related experience, strong fixed income knowledge, proficiency with Microsoft Excel and MS SQL, experience with portfolio analytics vendors (Yield Book, BlackRock Aladdin) preferred.
Microsoft Excel, MS SQL, Yield Book, BlackRock Aladdin, Bloomberg, Intex, Trepp, SAS, MS VBA