Job Information
Robert Half Investment Portfolio Analyst in Minneapolis, Minnesota
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.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
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.
© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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