Investment Associate

Investment Analyst

Full-Time |Minneapolis, MN | Wealth Management

Position Overview

Our client, a well-established and growing independent wealth management firm in the Minneapolis area, is seeking an Investment Analyst to join its Portfolio Management team. This role is central to delivering the quality of investment services that clients expect—working in close collaboration with Advisors, the Operations Team, and the Portfolio Management Team to execute portfolio trades and oversee client portfolios with precision and care.

Primary Responsibilities

Trading

• Implement equity, fixed income, and fund trades for client portfolios
• Review fund holdings for inter-class exchanges; process updates and coordinate informational letters to clients
• Monitor fixed income bond ratings across client holdings
• Assist with reviewing cash balance holdings in client portfolios
• Support ...