Description

Our client, an institutional investment manager in the Twin Cities is seeking a detail-oriented and an analytical-minded individual for a direct hire role as a Portfolio Analyst. This role is integral to the acquisition of new and existing investments to the firm's portfolio

• Maintain and validate data involved in trade decisions

• Manage all data processes from start to finish

• Run portfolio analysis through business intelligence software

• Directly handle trade and data queries with counterparties

• Maintain the portfolio reporting infrastructure

• Become the go-to person for all reporting and data analysis pertaining to portfolio investments

• Assist in research projects

• Monitor investment strategies and their outcomes

• Coordinate with technology teams to maintain data accuracy and analysis

Minimum Qualifications:

• Bachelor's degree in finance, economics or mathematics

• Strong multitasking and prioritizing skills

• Excellent communicative abilities

• Comfortable working in a fast-paced environment

• High analytical skills

• Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools

• A proactive attitude to developing new ideas and refining existing processes

Preferred Qualifications:

• Experience in mortgage credit and real estate

• Familiarity with business intelligence tools such as Tableau and CAS

• Progress towards investment-related certifications like CFA

Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.

To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site.

Requirements • Possess at least one year of experience in Investment Trading or a related financial services field

• Demonstrate proficiency in Data Analysis, Data Analysis Tools, and Data Analytics

• Exhibit proficiency in database management systems such as MySQL and SQL

• Show competence in Microsoft Excel for data processing and analysis

• Possess strong communication and interpersonal skills for effective collaboration

• Exhibit critical thinking and problem-solving skills for efficient decision making in investment trading

• Demonstrate ability to work independently and as part of a team

• Show commitment to continuous learning and professional development in the financial services industry

• Hold a bachelor's degree in finance, economics, or a related field (preferred)

• Exhibit a strong understanding of financial markets and investment strategies

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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