Portfolio Implementation Analyst — Trading & Models
RBC
RBC in Minneapolis, MN is seeking a Portfolio Implementation Analyst to support UMA portfolio model management and trading within RBC US Wealth Management. You will manage day-to-day implementation, onboarding, and communications with internal/external model providers to ensure accurate, timely execution. With 3–5 years in securities/portfolio operations and licenses like Series 7/63/65/66, you will monitor allocations, rebalances, and risk controls while leveraging Envestnet and advanced Excel #J-18808-Ljbffr RBC
- Wipfli LLP is seeking a talented Analyst to join its Corporate Finance Advisors team in Minneapolis, Minnesota. This role focuses on executing M&A transactions and involves preparing financial models, research, and mentoring junior associates. The ideal candidate should...Suggested
- RBC Capital Markets, LLC in Minneapolis seeks a Portfolio Implementation Analyst to manage day-to-day portfolio model execution, trading processes, and client service across internal and external model providers. The role focuses on risk management, accuracy, and timely...Suggested
- ...Operations Specialist to execute trades and manage investment... ...positions, account restrictions, model allocations, and tax sensitivity... ...market volatility to benefit client portfolios Support portfolio rebalancing and strategy implementation Operations Review and reconcile...SuggestedFull timeWork at officeMonday to Friday
- ...Investment Trader and Operations Specialist to execute trades and manage operations across client accounts. This hands... ...and advisory teams to maintain data integrity, perform model allocations, and support portfolio rebalancing in a fast-paced environment. #J-18808-...Suggested
$80.63k - $112.88k
...seeking an Investment Operations Analyst to join our Investment Management... ...and Operations and is focused on portfolio trading, rebalancing, and the implementation of investment strategies across client... ...and implement trades based on model changes, cash needs, and tax...SuggestedLocal area$65k - $85k
...Portfolio AnalystAltius Search Group is recruiting for a growing financial services company seeking a Portfolio Analyst to evaluate portfolio performance, identify emerging risks, and support... ...portfolio analytics, financial modeling, and strategic planningQualificationsBachelor...$70k - $130k
...Description What is the opportunity? As a Portfolio Analyst on our Managed Portfolio Strategies... ...them to investment strategies and models available at RBC Partner with... ...days In-depth knowledge of exchange-traded funds, mutual funds and managed accounts...Full timeFlexible hours- RBC in Minneapolis seeks a Multi-Asset Portfolio Analytics Analyst to drive operational excellence by executing core workflows, maintaining portfolio data, and designing quantitative models within the MAPT for RBC Portfolio Blueprint. You will collaborate with investment...
$70k - $130k
...opportunity? As a Multi-Asset Portfolio Analytics Analyst you will be responsible... ..., designing, and implementing process improvements and analytical... ...analytics, quantitative modeling, and process design while... ...investment decisions Aid in the trading workflow process to ensure...Full timeFlexible hours- ...Minneapolis, MN, is seeking an entry‑level but high‑profile analyst to support pricing decisions for debt and... ...business strategies. The role reports to the Loan Portfolio Director and will focus on building cashflow models, understanding value and risk in new investments,...
- Ameriprise Financial is seeking a Senior Analyst Implementation Analyst to build and enhance data analytics, models, and reports for the Finance Department. The role focuses on implementing and maintaining data analytics structures and automating workflows across finance...
- Allianz is hiring a Financial Risk Analyst to join Corporate Risk Management in Minneapolis. The role focuses on financial risk management... ...and influence risk-related decisions. The candidate will build models in C# or Macro-enabled Excel, analyze liquidity and hedge...
$70k - $85k
Allspring Global Investments is seeking a portfolio accountant to join their Portfolio Accounting team. The role requires at least 2 years... .... The successful candidate will operate in a hybrid work model and must possess strong communication and analytical skills. A...$70k - $85k
...Investments is looking for a portfolio accountant to join our Portfolio... ...record of identifying and implementing improvements, including controls... ...operate in a hybrid working model, whereby you will be required... ...accounting system and both trading system and custodians Thoroughly...Work at office$122.29k - $209.64k
...Bank conducts a thorough background check on all new hires. Role Summary Associated Bank is seeking an experienced Financial Crimes Model Risk Manager‑Emerging Threats to strengthen and advance our fraud prevention capabilities. In this role, you will identify emerging...- Ameriprise Financial Services, LLC is seeking an Actuarial Associate to apply analytical and modeling skills to support actuarial valuation activities for GAAP and statutory reserves. You will mentor interns and collaborate across teams to deliver insight. The role emphasizes...Work at officeRemote work
- Ameriprise Financial is seeking an Actuarial Associate to apply analytical and modeling skills to support actuarial valuation activities. You will develop and enhance models, analyze and communicate results to management, and mentor juniors in a collaborative environment...Work at office
- Design, implement, and support analytics and reports across Ameriprise Finance Department Assist in the automation of analytical workflows... ...Finance Organization Partner with business and technology to model analytical workflows and reports within the organization Design...
$70k - $140k
...institutions, and consultants to build portfolios focused on what is important to them and... ...efficient market exposures, solve implementation challenges, and design multi-asset portfolios... ...is part of Parametric's hybrid working model, which includes working in the office 3...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week- ...Diligence and Investment Analyst Senior serves as a key member... ...of CLA Wealth Advisory's Portfolio Strategy team and is... ...compliance, operations, trading, and portfolio implementation teams.· Assist in the development... ...advanced financial modeling and analytical techniques...Full timeWork at office
$70k - $140k
...consultants to build portfolios focused on what is important... ...exposures, solve implementation challenges, and design... ...Parametric's hybrid working model, which includes... ...ROLEThe Senior Investment Analyst is an integral part of the Derivatives Trading portfolio management...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week$70k - $140k
...institutions, and consultants to build portfolios focused on what is important... ...market exposures, solve implementation challenges, and design multi... ...Parametric's hybrid working model, which includes working in... ...THE ROLEThe Investment Analyst is an integral part of the Overlay...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week- DSG Capital Advisors in Edina, MN seeks an Investment Trader and Operations Specialist to execute trades and oversee investment operations across client accounts. This hands-on position sits at the intersection of trading and operations, collaborating with investment and...Work at office
$95k - $120k
...searching for a Senior Real Estate Investment Analyst in our Minneapolis office. This role... ...Capital Markets, Asset Management, and Portfolio Management teams. The position also... ...edit sophisticated real‑estate investment models. Strong quantitative and qualitative skills...Temporary workWork at officeImmediate startFlexible hoursNight shift$66k - $89k
...Finance Advisors, LLC is looking for a talented and highly-motivated Analyst to join its team in the Twin Cities office! WCF is the... ...materials, and presentations.Develop and maintain complex financial models to perform various financial and valuation analyses.Conduct...Temporary workWork at officeLocal areaFlexible hours$81.7k - $112.3k
...Description Ameriprise Financial is looking to add a Senior Analyst Implementation Analyst to the team! This position will focus upon implementing... ...Organization. Partner with business and technology to model analytical workflows and reports within the organization. Design...Full timePart timeH1bWork at officeWork from homeVisa sponsorship1 day per week$18 per hour
...Investment Analyst Intern Join a team that's passionate about building inspiring spaces... ...to underwriting and complex financial modeling, including cash flow projections, investment... .... This role supports asset management, portfolio management, commercial real estate...Hourly payInternshipSummer internshipH1b$70k - $140k
...institutions, and consultants to build portfolios focused on what is important... ...market exposures, solve implementation challenges, and design multi... ...Parametric's hybrid working model, which includes working in... ...THE ROLE The Investment Analyst is an integral part of the...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week- ...industrial real estate investment firm hire a Senior Investment Analyst . This role will provide analytical support to the Investments... ...Responsibilities Include: Underwriting and Analyzing Investments Modeling in Excel and Argus Performing Sensitivity Analysis Preparing...Work at office3 days per week
$80k - $93k
...disposition opportunities against Meritex' investment criteria. Underwrite investment opportunities utilizing Excel and Argus AE modeling. Perform sensitivity analysis to evaluate the impact of various assumptions such as rental rates, vacancy and exit pricing. Prepare...Work experience placement
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