Portfolio manager jobs in Minneapolis, MN - 368 jobs
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Chief Investment Officer: Strategy & Innovation Lead
Eisneramper LLP 4.8
Portfolio manager job in Minneapolis, MN
A leading wealth management firm in Minneapolis is seeking a Chief Investment Officer to shape long-term investment direction and drive innovation. You will oversee portfolios, lead the Investment Committee, and mentor a team of investment professionals. Ideal candidates have over 15 years of investment management experience, including leadership roles. The firm values work/life balance and diversity, making it a great workplace for those seeking impactful roles. A CFA designation is preferred.
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$82k-108k yearly est. 1d ago
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Commercial Banking Manager
Accenture 4.7
Portfolio manager job in Minneapolis, MN
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ******************
We Are:
In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life.
Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X
Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects.
Responsibilities include:
+ Industry experience within business, commercial, or corporate banking segments.
+ Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
+ Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations
+ Manage all parts of projects, from client buy-in to planning, budgeting, and execution.
+ Source and coordinate work from other internal workforces.
+ Develop our next-generation Wholesale credit technology offerings.
+ Become a trusted advisor for C-suite clients looking to solve critical business problems.
+ Drive business development to originate new client opportunities.
+ Build your reputation as an industry thought leader.
+ Travel, as required, up to 80%.
Here's What You Need:
+ Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development
+ Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfoliomanagement, trading) project management experience with relevant systems
+ A Bachelor's degree
Bonus Points If You Have:
+ Extensive transformation strategy or operating model design experience in commercial banking.
+ Launched new product offerings in the banking industry.
+ Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business.
+ Advanced degree or financial industry certification.
+ Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
+ Demonstrated experience developing and managing relationships with senior client executives.
+ Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle.
+ Structured problem-solving and ability to simplify complex initiatives to improve execution.
+ Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS)
Professional Skills
+ Proven ability to operate within a collaborative environment.
+ Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian.
+ High energy level, focus, and ability to work well in demanding client environments.
+ Excellent communication (written and oral) and interpersonal skills.
+ Strong leadership, problem-solving, and decision-making abilities .
+ Unquestionable professional integrity, credibility, and character.
What's in it for you?
+ You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters.
+ At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design.
+ Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications.
+ You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies.
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. (************************************************************
Role Location Annual Salary Range
California $94,400 to $293,800
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Minnesota $94,400 to $253,800
Maryland $94,400 to $253,800
New York/New Jersey $87,400 to $293,800
Washington $100,500 to $270,300
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (***********************************************************************
Equal Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
$100.5k-270.3k yearly 8d ago
Tax Manager/Director
Solid Rock Recruiting LLC
Portfolio manager job in Minneapolis, MN
Tax Manager / Director (Remote)
💼 Full-Time | Competitive Salary + Growth Potential
Reports to: CFO
About the Company
My client is a fast‑growing, self‑directed retirement account company with over $4.5 billion in assets under administration and 26,000+ accounts. We're on a mission to make alternative asset investing more accessible while maintaining top‑tier compliance and client service. With rapid growth projected to continue (35-40% annually), we're looking to build out our in‑house tax and compliance function as a key part of our next phase of expansion.
The Opportunity
We're seeking a Tax Manager or early‑stage Tax Director to build and lead our in‑house tax services function. This is a high‑impact opportunity for someone who wants to take ownership of the process, develop a new business unit, and grow quickly into a senior leadership role.
Key Responsibilities
Lead and manage all aspects of tax preparation and compliance for the firm's various entities and clients
Oversee filings for Form 990, 1120, 1065, and related returns
Manage tax research, planning, and compliance across multiple business entities
Coordinate with internal finance, operations, and legal teams to ensure accuracy and compliance
Evaluate and improve tax processes and internal controls
Hire and mentor future tax staff (interns, staff‑level roles) as the department grows
Work closely with executive leadership to develop tax strategy and identify new revenue opportunities within the tax services unit
Qualifications
CPA license required
4-8+ years of tax experience in a public accounting firm or corporate tax department
Strong familiarity with Form 990, 1120, and general IRS processes
Experience in small or midsize firm environments preferred
Desire to take ownership and grow into a director or VP‑level role
Excellent communication and leadership skills
Compensation & Benefits
Base salary: $120,000-$170,000+ depending on experience
Bonus potential: Performance‑based, with the opportunity for significant upside based on success metrics
Relocation assistance available for the right candidate if not remote
Comprehensive benefits package
Why Join Us?
This role offers the rare opportunity to build something from the ground up - shaping a new in‑house tax department for a high‑growth, entrepreneurial financial services company. You'll work directly with senior leadership and have a fast track to advancement as the firm continues to scale.
Contact
📩 Interested in learning more?
Send your resume confidentially to steve@solidrockrecruiting.com
📞 Or call/text (605) 273‑2108 to discuss the opportunity in more detail.
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A leading tech firm in Minneapolis is seeking a motivated Senior Tax Manager to join their team. The ideal candidate will have over 7 years of relevant tax experience, a Bachelor's degree in accounting or finance, and a CPA License. Responsibilities include managing tax provisions, ensuring compliance, and assisting with audits. This role offers a competitive salary range of $117K to $168K USD, along with a commitment to diversity and inclusion within the workplace.
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$117k-168k yearly 2d ago
Tax Senior Manager: Flexible Leadership & Growth
Baker Tilly International 4.6
Portfolio manager job in Minneapolis, MN
A leading advisory firm is seeking a Tax Senior Manager in Minneapolis. In this role, you will provide tax compliance and consulting services, manage client relationships, and mentor junior staff. Ideal candidates should have over 8 years of tax experience, a CPA or JD, and strong leadership skills. The position offers flexibility, opportunities for career growth, and a competitive salary range of $122,300 to $231,870 based on experience.
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Collaborate with Innovative 3Mers Around the World
Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Portfolio Innovation Manager, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world. Here, you will make an impact by:
Leading the development of new products and platforms from discovery through post-launch, collaborating with portfolio, marketing communications, sales, supply chain, manufacturing, R&D, Insight and other cross-functional team members throughout the project;
Partnering with R&D/Laboratory and Finance to develop realistic business cases that clearly define the risks, rewards, and resources needed for new products projects;
Executing the marketing deliverables throughout product/platform development, including front-end innovation activities; stage-gate reviews and requirements; claims, positioning, and packaging development; and strong launch planning and market activation;
Establishing the appropriate research objectives for a consumer/customer learning plan to address the most important business questions for new product development, leveraging a mix of art and science with regard to research results to reach conclusions and plans of action;
Influencing up, down, and across the organization, and sometimes with external customers, to build diverse networks to enable effective program support, resourcing, and execution.
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
Bachelor's degree or higher (completed and verified prior to start) from an accredited institution
Five (5) years' experience in marketing management and/or new products marketing in a private, public, government or military environment
Three (3) years of project management and/or cross-functional team leadership in a private, public, government or military environment
Additional qualifications that could help you succeed even further in this role include:
MBA or graduate degree from an accredited university, with focus on marketing, strategy, business development, and/or innovation
Previous experience working on innovation or emerging technologies/platforms
Ability to execute in the near term and drive towards achieving plan within the year but also look to the future to create a roadmap for the portfolio for years to come
Previous experience working on consumer products portfolios
Knowledge or experience in mass retail, online, and other consumer channels
Knowledge and interest in consumer behaviors and emerging consumer trends
Experience with agile methodologies and/or working with start-up companies
Work location:
Work location: This role follows an on-site working model, requiring the employee to work at least four days a week at the 3M Center in Maplewood, MN.
Travel: May include up to 25% domestic/international
Relocation Assistance: Not authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
Applicable to US Applicants Only:The expected compensation range for this position is $188,251 - $230,084, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ******************************************************************* Faith Posting Date Range 10/29/2025 To 11/28/2025 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
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Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
$188.3k-230.1k yearly Auto-Apply 60d+ ago
Strategic Portfolio and Innovation Manager
Detector Electronics
Portfolio manager job in Minneapolis, MN
Travel: >25% Company: Det-Tronics, a Spectrum Safety Solutions brand
About Us
Det-Tronics is a $200M global technology leader in industrial life safety solutions, specializing in high-end flame and gas detection and automation control systems. As part of Spectrum Safety Solutions-with 1,500 employees across 20+ countries-we serve mission-critical environments in oil & gas, clean energy, marine, and infrastructure. Backed by Sentinel Capital Partners, we're driving innovation and growth across our portfolio.
The Opportunity
We're seeking a Strategic Portfolio and Innovation Manager to lead our product portfolio strategy and lifecycle management (PLM). This high-impact role will shape the future of Det-Tronics by driving strategic planning, market insights, digital transformation, and organizational excellence. You'll work closely with executive leadership and cross-functional teams to build a best-in-class product management system.
Key Responsibilities
Develop and communicate the strategic product portfolio and business plan
Lead market research, competitive analysis, and trend monitoring
Collaborate with product management, engineering, regional teams, and leadership to execute multi-year strategies
Define product value propositions, roadmaps, and drive fast decision-making
Manage PLM across the lifecycle (phase-in to phase-out, SKU and backlog prioritization)
Champion organizational development and cultural transformation toward portfolio-centric excellence
Oversee the 4 Ps: Product, Price, Promotion, Place-including launches, pricing rules, and marketing programs
Lead Voice of Customer initiatives to capture user needs and translate them into product requirements
Evaluate M&A opportunities and strategic partnerships
What You Bring
Required:
Bachelor's degree
5-10 years in product portfolio or product management
Willingness to travel >25%
Preferred:
Strategy/consulting or large company experience
Industry knowledge in Safety Solutions, Industrial Automation, or Fire & Gas Detection
Strong business acumen and financial analysis skills
Experience with digital transformation and customer insight programs
Excellent communication and collaboration skills across all organizational levels
Why Join Us?
Work with a globally respected brand in life safety
Influence strategic decisions at the executive level
Drive innovation and transformation in a high-growth environment
Enjoy development opportunities within a dynamic, private equity-backed company
Benefits
At Det-Tronics, we believe in taking care of our people. Our comprehensive benefits package includes:
Health & Wellness: Medical, dental, and vision insurance plans with company contributions
Financial Security: 401(k) retirement plan with company match, life and disability insurance
Time Off: Generous paid time off (PTO), holidays, and flexible scheduling options
Professional Growth: Career development programs, training opportunities, and tuition reimbursement
Employee Support: Employee Assistance Program (EAP), wellness resources, and global mobility support
Ownership Culture: Participation in our Ownership Program, empowering employees to share in our success
Ready to shape the future of industrial safety?
Apply now and join us in making every life safe and sound.
$67k-121k yearly est. Auto-Apply 46d ago
Multi-Housing Portfolio Manager
Hornig Companies
Portfolio manager job in Saint Louis Park, MN
Join Hornig Companies, a team of hard-working individuals who truly care about their residents and coworkers. For over 65 years, our family-owned and operated residential property management company has provided individuals and families with homes, not just apartments. Our staff are valued for their individual knowledge, experience, character and personality. Hornig Companies is a place where our core values of trust, integrity and respect are not just words, our ownership and employees live these values every day. Nominated a Top Workplace ten years in a row!
As a Multi-Housing PortfolioManager, you will oversee the day-to-day operations of a portfolio of 25+ properties (400+ units). This role involves coordinating with various teams, including leasing, maintenance, renewals, and resident relations, to ensure high standards of service and resident satisfaction. You will also analyze market trends, develop strategic initiatives, and implement best practices to enhance operational efficiency. Strong communication and interpersonal skills are essential, as you will interact with owners, vendors, team members, and customers to achieve operational goals.
Property Operations & Oversight
Oversee the day-to-day operations of a portfolio of 25+ properties (400+ units).
Personally inspect common areas and buildings to ensure proper appearance, cleanliness, maintenance, attractiveness, and safety of the property.
Communicate regularly with the Director of Property Management regarding critical needs and overall operations of the communities.
Respond appropriately to emergency situations, including criminal activity and fire alarms.
Leasing, Marketing & Occupancy
Manage marketing, leasing, and renewals to maximize occupancy and revenue.
Schedule appointments and show apartments to prospective residents.
Maintain a high level of occupancy across the portfolio.
Move-Ins, Move-Outs & Unit Readiness
Ensure new residents are properly moved in, including completing move-in inspections and releasing keys.
Conduct pre-move-out inspections, issue follow-up notices, and coordinate re-inspections as needed.
Ensure departing residents are properly moved out and all required paperwork is completed.
Coordinate and oversee contractors (painters, carpet cleaners, cleaning crews, etc.) to ensure timely and quality unit readiness.
Manage property renovations and upgrades for units and common areas.
Staff Supervision & Vendor Management
Supervise apartment community staff, including performance management, discipline, timekeeping, and payroll.
Develop and maintain positive relationships with vendors, contractors, residents, and the site team.
Compliance, Enforcement & Risk Management
Enforce lease terms and ensure compliance with all applicable laws and regulations, including Fair Housing, building safety requirements, health codes, and local ordinances.
Document lease violations and follow up with residents to ensure timely resolution.
Resident Relations & Community Engagement
Resolve day-to-day resident concerns with exceptional professionalism, care, and customer service.
Communicate important information to residents in a clear, well-written, and positive manner.
Plan and coordinate resident events and meetings to foster a positive sense of community.
Reporting & Financial Administration
Ensure all required reports (compliance reports, lease renewals, delinquency reports, etc.) are completed accurately and submitted on time.
Audit and approve invoices for payment and thoroughly investigate any questionable charges.
Additional Duties
Complete other duties as assigned to meet business needs.
What do other employees like about working at Hornig Companies?
Culture of positivity, voted Top Workplace ten years in a row!
Small company family values in our continually growing organization, prioritizing technology, advancement, and professionally maintained buildings.
Ownership/management respect and appreciation for your knowledge and abilities in property management.
Company-paid lunches and ongoing training.
Opportunity to work with a team sharing camaraderie and passion for their profession.
Year-end discretionary bonuses for all employees.
Full benefits package, including paid time off and 401(k) match.
What should you bring to the team?
Minimum of 5 years of experience in property management, preferably in a multi-site or multi-housing environment.
Strong leadership skills with the ability to manage cross-functional teams.
Excellent communication and interpersonal skills to interact effectively with residents, owners, vendors, and team members.
Experience in managing property finances, including reporting and cost control.
Ability to analyze market trends and develop strategies.
A proactive and solution-oriented approach to problem-solving.
Ability to work independently as well as in a team environment.
AppFolio Plus experience is preferred.
Physical ability to lift 20 pounds occasionally and 10 pounds regularly, and to bend and reach.
Valid driver's license and ability to meet insurance requirements.
$67k-121k yearly est. Auto-Apply 4d ago
Investment Portfolio Manager
Choice Bank 3.5
Portfolio manager job in Golden Valley, MN
Full-time Description
The Investment PortfolioManager is responsible for risk management, optimizing returns, and ensuring compliance with fiduciary and regulatory guidelines. The Investment Management function is responsible for managing Choice's fixed income bond portfolio, direct equity venture capital investments, and Limited Partner fund investments.
Securities Analysis
Complete qualitative and quantitative analysis for both initial underwriting efforts and ongoing analysis of individual positions.
Evaluate products with complex cashflows and structural subordination to determine if they provide adequate risk mitigation versus return profiles.
Utilize industry standard analytical platforms (Bloomberg, Intex, etc.) to perform risk, return, and relative value analysis.
Develop and maintain financial models for all investment types. Provide insights into model outputs to key internal stakeholders.
Perform periodic credit reviews for existing securities positions using sound judgement to determine if credit dynamics of the security warrant an elevation of credit monitoring.
Meet with large institutional asset managers to underwrite and periodically reevaluate their credit underwriting process for managed structured products such as Collateralized Loan Obligations to ensure it is prudent and aligned with Choice credit appetites or objectives.
Portfolio Analysis
Complete statistical analysis on characteristics of individual securities to measure their contribution to portfolio risk exposures.
Evaluate macro and microeconomic trends against the position of the portfolio. Recommend portfolio exposure adjustments based on risk exposures in relation to the economic environment.
Refine portfolio strategy and objectives against evolving organizational goals, regulatory environment, and market landscape.
Drive continuous improvement and implement new portfolio risk management and monitoring techniques or frameworks to solidify and expand a best-in-class portfoliomanagement process within the community banking space.
Conduct sophisticated stressing of portfolio aggregate and component exposures to inform and effectively mitigate risk exposures across environments.
Communication & Documentation
Adhere to internal and regulatory documentation standards for prepurchase due diligence, trade approvals, credit reviews, and other portfolio analysis.
Prepare materials for Asset-Liability Management Committee meetings that review portfolio trends including KPI/KRI metrics as well as facilitate strategic discussion and decisioning.
Facilitate cross-functional collaboration across departments and in particular the enterprise risk management function to ensure risk is effectively measured, monitored and communicated. Partner to revise risk metrics as appropriate.
Support the continual process of Investment Policy refinement and compliance reporting.
Provide written or verbal subject matter expert communication to senior and executive leadership upon request or as directed to foster transparency and effective challenge for management of the portfolios.
What Success Looks Like in This Role
Delivers accurate, insight-driven portfolio allocation analysis-incorporating dynamics around complex structured products-using Bloomberg, Intex, and robust internal modeling.
Applies sound credit judgment and effectively engages external asset managers to ensure underwriting practices align with Choice's risk appetite and performance objectives.
Produces clear, data-driven portfolio analytics and stress-testing insights that inform ALCO decisions and strengthen overall balance-sheet strategy.
Anticipates market, economic, and regulatory developments and recommends portfolio adjustments that enhance risk-adjusted returns while aligning with organizational goals.
Collaborates effectively across departments - especially with ERM-to refine risk metrics, strengthen governance, and provide transparent, expert communication to senior leadership.
Requirements
Bachelor's degree in finance, economics, or accounting (advanced degrees are advantageous).
7-10 years of experience in financial analysis, preferably within investment management.
Chartered Financial Analyst (CFA) designation is desirable.
Expertise in interest rate hedging/derivative strategy.
Experience with fixed income tools of the trade (i.e. Bloomberg, etc.)
Travel Requirement
This position requires travel to support business needs, including team collaboration, internal trainings, and cross-functional initiatives. The frequency and duration of travel will vary based on organizational priorities and team needs.
Culture Alignment
Choice is #PeopleFirst, banking second.
People don't need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities.
In contributing to our culture, Choice team members are guided by our core values.
Embrace change and encourage innovation.
Know when to ask for help and know when to offer help.
Better the places we live.
Work hard. Do the right thing. Have a little fun.
Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values.
Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here.
Disclosure
This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees.
All employment at Choice Financial Group is “at will” employment. This position description does not create an employment contract, implied or otherwise.
The base salary for this role is listed below. This pay range is posted to comply with wage transparency laws. The base salary may vary based on skill, ability, knowledge, experience and geographic location. Full-time employees are also eligible for a competitive bonus and benefits package. Check out bankwithchoice.com/careers for an outline of current benefit offerings.
Salary Description $96,719 - $145,083 per year
$96.7k-145.1k yearly 12d ago
Portfolio Manager
Project for Pride In Living 4.0
Portfolio manager job in Minneapolis, MN
About PPL Project for Pride in Living (PPL) is a nonprofit organization dedicated to empowering low-income individuals and families to become self-reliant through integrated services in housing, employment, and education. We believe in the power of community and the potential of every person. When joining PPL, you become a part of a diverse team whose goal is to assist our residents and communities with the groundwork they need not only to survive but also to thrive.
Job Summary
The PortfolioManager oversees a designated group of residential properties within PPL's affordable and supportive housing portfolio. This role ensures operational excellence, financial performance, and resident satisfaction while aligning with PPL's mission to empower individuals and strengthen communities.
Essential Duties and Responsibilities
Marketing and Leasing:
* Oversee in collaboration with maintenance staff, apartment turnovers; tracking, coordinating and communicating apartment readiness with maintenance department and outside vendors
* Assist both property managers and compliance specialist with completing income certification and recertification of residents
* Assure prospective and current tenants understand and adhere to lease obligations and PPL House Rules
Budget Management:
* Take appropriate rent collections actions; implement rent increases in accordance with the approved Rent Matrix
* Prepare monthly management and variance reports; prepare annual budget information
Property Conditions and Operations:
* Maintain appearance of properties to the best possible advantage within available resources, and coordinate with Facilities Management regarding inspections, maintenance, and apartment turns
* Coordinate maintenance and vendor readiness for agency inspections
* Monitor occupancy, financial and other goals for properties
* Monitor the rent collection activities and performance of assigned Teams
Minimum Requirements
* Proficient in spreadsheet and property management software
* Financial analysis skills
* Knowledge of Property Management, budgeting, and financial reporting
* Familiarity with low-income housing funding mechanisms, including subsidy and compliance programs, such as LIHTC, MHOP etc
* Must have a valid driver's license, a good driving record as determined by our insurance carrier, proof of insurance, and access to reliable transportation
Education and Experience
* Associate degree in Property Management, Real Estate Management or Accounting and/or demonstrated competence in managing properties and personnel
* 4 - 6 years' experience in property management
* Or any combination of education and experience that provides equivalent knowledge, skills, and abilities to perform the job duties satisfactorily
Salary/Hours: Full Time/Exempt: $76,900.00-$78,499.00 /annually DOQ
Benefits:
* Health & Dental Insurance
* Employer-Paid Short & Long-Term Disability & Life Insurance
* Paid Parental Leave
* HSA or FSA Options
* PTO & Paid Holidays
* 403(b) Retirement Plan with Employer Match
* Summer Half-Day Fridays (Memorial Day-Labor Day)
* Meaningful work that impacts lives
Project for Pride in Living, Inc. is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the organization will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
$76.9k-78.5k yearly 56d ago
Portfolio Manager
Midwestone Financial Group, Inc.
Portfolio manager job in Golden Valley, MN
Small enough to care. Big enough to deliver. Our PortfolioManagers are responsible for the ongoing management of relationships to assist the assigned Banker(s) in realizing efficiencies, quality of the process and product, retention, and expansion of banking relationships consistent with the Region's goals and objectives for growth, credit quality, and rates of return. In collaboration and support of assigned Banker(s), this position is responsible for collecting, examining, and evaluating information with recommendations to the respective Banker(s) as to the general creditworthiness and merits of credit requests from existing and prospective customers. This position may provide administrative, and credit analysis support (or at times a liaison to other departments to complete these tasks) for the assigned Banker(s) as needed. Works with and through others in the organization to accomplish these responsibilities.
Responsibilities
* This position requires knowledge, proficiency, and adherence to internal policies and procedures as well as applicable laws and regulations.
* Collection and analysis of financial data deemed necessary to determine the general creditworthiness and merits of credit requests. This includes, but not limited to reviewing and spreading financial statements, tax returns, cash flow and projection analysis, risk rating, and analysis and review of personal financial statements and other applications that are presented.
* Ongoing credit monitoring to include completing credit reviews as needed (typically annually) along with reviewing upcoming loan maturities, borrowing base certificates, trend identification in credit quality/risk rating, compliance with loan covenants, etc.
* Preparing comprehensive written analysis, compiling written industry summaries and analysis, recommending structure, collecting financial statements, collecting information as needed to determine the general creditworthiness and merits of a credit request.
* Coordinate collateral inspections, on site visits, reviews, evaluations, and appraisals for upcoming loan maturities, credit reviews, and new requests in accordance with internal policies and procedures.
* Requests loan packages according to internal policies and procedures and review for accuracy, completeness, and thoroughness prior to closing to ensure all applicable documentation requirements are met for loans under his/her assigned Commercial/Ag Banking Officer.
* Ensures loan agreements are complete and accurate according to policy.
* Assures timely loan closing and funding activities.
* Services customers and potential customers by proactively promoting the Bank to enhance commercial/ag banking relationships by identifying and recommending banking products and services to the assigned Banker as appropriate to meet customer needs.
* Works on other designated credits or special projects as assigned by PortfolioManager Team Lead, Regional President and/or Lead Commercial / Ag Banker:
* May participate and make presentations of credit requests needing action to Director Credit Loan Committee, Commercial Credit Loan Committee, and/or Loan Strategy as directed by the assigned Banker(s) or PortfolioManager Team Lead.
* Joint calls with customers and potential customers with the assigned Banker(s) to promote the Bank while further enhancing and soliciting additional banking relationships.
* May participate in the planning process for the region's Commercial/Ag Banking Department.
* Participates in community and business functions/groups consistent with our Bank's Brand Promise, Mission Statement, and Operating Principles.
Qualifications
* Bachelor's degree (B. A.) from four-year College or university preferred
* 1-3 years related experience, or equivalent combination of education and experience.
* Strong analytical and financial analysis skills, thorough understanding of Finance and Accounting principles, demonstrated problem-solving skills, and excellent verbal, written, and interpersonal skills.
Created By : Compensation Range
Compensation
Hiring Pay Range: $72,000-$90,000 The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction.
The Perks!
* Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
* Career development and continuous learning opportunities
* Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
* 100% vested 401(k) Retirement Plan with 6% company match
* Medical, Dental, and Vision insurance
* Flex spending plan & Health savings accounts with employer contribution
* Student Loan Debt Reduction Program
* Employer provided group life insurance with option to purchase additional life insurance for you and your family members
* Employer provided long term and short term disability insurance
* Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
* Wellness Program
* Free banking services and other financial services discounts
RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.
Let's build something great, together.
$72k-90k yearly Auto-Apply 28d ago
Portfolio Manager
Midwestone Bank
Portfolio manager job in Golden Valley, MN
Small enough to care. Big enough to deliver.
Our PortfolioManagers are responsible for the ongoing management of relationships to assist the assigned Banker(s) in realizing efficiencies, quality of the process and product, retention, and expansion of banking relationships consistent with the Region's goals and objectives for growth, credit quality, and rates of return. In collaboration and support of assigned Banker(s), this position is responsible for collecting, examining, and evaluating information with recommendations to the respective Banker(s) as to the general creditworthiness and merits of credit requests from existing and prospective customers. This position may provide administrative, and credit analysis support (or at times a liaison to other departments to complete these tasks) for the assigned Banker(s) as needed. Works with and through others in the organization to accomplish these responsibilities.
Responsibilities
This position requires knowledge, proficiency, and adherence to internal policies and procedures as well as applicable laws and regulations.
Collection and analysis of financial data deemed necessary to determine the general creditworthiness and merits of credit requests. This includes, but not limited to reviewing and spreading financial statements, tax returns, cash flow and projection analysis, risk rating, and analysis and review of personal financial statements and other applications that are presented.
Ongoing credit monitoring to include completing credit reviews as needed (typically annually) along with reviewing upcoming loan maturities, borrowing base certificates, trend identification in credit quality/risk rating, compliance with loan covenants, etc.
Preparing comprehensive written analysis, compiling written industry summaries and analysis, recommending structure, collecting financial statements, collecting information as needed to determine the general creditworthiness and merits of a credit request.
Coordinate collateral inspections, on site visits, reviews, evaluations, and appraisals for upcoming loan maturities, credit reviews, and new requests in accordance with internal policies and procedures.
Requests loan packages according to internal policies and procedures and review for accuracy, completeness, and thoroughness prior to closing to ensure all applicable documentation requirements are met for loans under his/her assigned Commercial/Ag Banking Officer.
Ensures loan agreements are complete and accurate according to policy.
Assures timely loan closing and funding activities.
Services customers and potential customers by proactively promoting the Bank to enhance commercial/ag banking relationships by identifying and recommending banking products and services to the assigned Banker as appropriate to meet customer needs.
Works on other designated credits or special projects as assigned by PortfolioManager Team Lead, Regional President and/or Lead Commercial / Ag Banker:
May participate and make presentations of credit requests needing action to Director Credit Loan Committee, Commercial Credit Loan Committee, and/or Loan Strategy as directed by the assigned Banker(s) or PortfolioManager Team Lead.
Joint calls with customers and potential customers with the assigned Banker(s) to promote the Bank while further enhancing and soliciting additional banking relationships.
May participate in the planning process for the region's Commercial/Ag Banking Department.
Participates in community and business functions/groups consistent with our Bank's Brand Promise, Mission Statement, and Operating Principles.
Qualifications
Bachelor's degree (B. A.) from four-year College or university preferred
1-3 years related experience, or equivalent combination of education and experience.
Strong analytical and financial analysis skills, thorough understanding of Finance and Accounting principles, demonstrated problem-solving skills, and excellent verbal, written, and interpersonal skills.
Compensation Hiring Pay Range: $72,000-$90,000
The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction. The Perks!
Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
Career development and continuous learning opportunities
Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
100% vested 401(k) Retirement Plan with 6% company match
Medical, Dental, and Vision insurance
Flex spending plan & Health savings accounts with employer contribution
Student Loan Debt Reduction Program
Employer provided group life insurance with option to purchase additional life insurance for you and your family members
Employer provided long term and short term disability insurance
Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
Wellness Program
Free banking services and other financial services discounts
RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.
Let's build something great, together.
We can recommend jobs specifically for you! Click here to get started.
$72k-90k yearly Auto-Apply 60d+ ago
Senior Investment Performance Analyst
Ameriprise Financial 4.5
Portfolio manager job in Minneapolis, MN
We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! You will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, PortfolioManagers, Senior Business Leaders, Compliance, Product Development and other partners.
Key Responsibilities
* Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests.
* Production of recurring deliverables provided to internal business partners.
* Actively support implementation of changes impacting performance, including development of solutions.
* Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting.
* Ensure documentation of relevant processes are complete, detailed and well-maintained.
* Work on ad-hoc projects as needed.
Required Qualifications
* BS/BA degree in Business, Finance, Accounting, or similar
* Knowledge of investments, fund accounting and reporting
* 5-7 years work experience in the financial services or investment management industry
* A standout colleague who can efficiently meet fast paced target dates
* Critical thinker with strong problem-solving skills
* Strong verbal and written communications skills
* Strong organizational skills
* Ability to work independently
Preferred Qualifications
* Curiosity about financial markets
* Work experience specific to performance measurement and analytics
* Experience with investment analytic systems like FactSet or BlackRock
* CIPM, CFA or eager to pursue
* Proficiency with Microsoft Excel and Access
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $74,800- $101,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Mutual Fund Operations
Line of Business
AMINV US Asset Management
$74.8k-101k yearly Auto-Apply 7d ago
Senior Investment Analyst
Legalist
Portfolio manager job in Minneapolis, MN
Intro description:
Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team.
Core responsibilities:
Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members
Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures
Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments
Partner with the origination team to identify, evaluate, and help close target counterparties
Support cross-functional initiatives related to origination, underwriting, structuring, portfoliomanagement, operations, technology, and marketing
Qualifications:
Bachelor's degree in a relevant field; advanced degrees encouraged
5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments
Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation
Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams
Strong written and verbal communication skills with both technical and non-technical stakeholders
Thrives in a fast-paced, growth-oriented environment
$77k-127k yearly est. Auto-Apply 11d ago
Client PM Portfolio Mgr, Sr
Old National Bank 4.4
Portfolio manager job in Saint Louis Park, MN
Old National Bank has been serving clients and communities since 1834. With approximately $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Senior PortfolioManager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Senior PortfolioManagermanages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on large complex accounts that require complex decision making and implementation. Senior PortfolioManager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants.
Salary Range
The salary range for this position is $81,700 - $165,100 per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Management of investment portfolios:
Develops and recommends a client centric investment portfolio leveraging all of Wealth Management's investment solutions to achieve client's investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client's preferences.
Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies.
Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash.
Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
Transition non-compliant portfolios to approved strategies.
Manage account liquidity to provide for ongoing cash demands and distributions and risk management.
Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations. Provides guidance to Associate PortfolioManagers and PortfolioManager through Reg 9 reviews.
Relationship management and development:
Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting.
Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment.
Prepares and presents detailed investment information to clients.
Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers.
Collaborates with other disciplines and partners to deliver an exceptional and cohesive client experience.
Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate.
Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction.
May provide leadership through interaction and mentoring of other investment associates.
Participate in weekly PortfolioManager meetings.
Work individually or with a team on assigned projects.
Develops and maintains current industry knowledge and expertise
Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events.
Accountable for personal execution of initiatives, new capability rollouts, and required training.
Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies.
Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations.
Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions.
Skills and Qualifications
Bachelor's degree - Business, finance, economics or relevant degree.
Minimum 8 years of investment experience, which may include research, in which consistent long term investment performance has met objectives.
CFA or other advanced designation such as CPA or CFP
Graduate degree such as MBA or JD preferred
Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.)
10+ years of investment decision making and financial consulting experience working with high net worth clients.
May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
Knowledge of investment and portfoliomanagement theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manageportfolios.
Decision making, sales, and negotiating skills are required to contribute to the market's revenue generation and guide sensitive or difficult situations through to agreement.
Requires specialized depth and/or breadth of expertise in own job discipline or field.
Interprets internal/external business challenges and recommends best practices to improve products, processes, or services.
Communicates difficult concepts and negotiates with others to adopt a different point of view.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$53k-80k yearly est. Auto-Apply 1d ago
Tax/Senior Manager
Solid Rock Recruiting LLC
Portfolio manager job in Minneapolis, MN
Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm
Job Type: Full-time
About the Firm
We're partnering with a fast-growing, well-respected CPA firm that combines the resources of a larger practice with the close-knit culture of a boutique environment. The firm serves a diverse portfolio of clients across industries and is looking for a Tax Manager (CPA) to lead engagements, guide staff, and contribute to the firm's continued strategic growth.
This is an outstanding opportunity for a tax professional who values flexibility, collaboration, and career advancement - all while working with high-quality clients in a supportive environment.
Key Responsibilities
Lead and manage multiple tax engagements for corporations, partnerships, and high-net-worth individuals
Provide strategic tax planning and compliance services, identifying opportunities for savings and improved efficiency
Review complex returns and research technical tax issues to ensure compliance with federal and state regulations
Build and maintain strong client relationships, serving as a trusted tax advisor
Mentor, train, and develop staff members
Stay current with evolving tax laws and advise clients proactively
Support business development initiatives, including new client opportunities and firm growth efforts
Qualifications
Active CPA license required
Bachelor's degree in Accounting or related field
4+ years of public accounting experience focused on tax
Strong technical knowledge of federal and state tax regulations
Excellent analytical, communication, and client service skills
Ability to work independently and collaboratively in a hybrid or remote environment
Why Join This Firm?
Hybrid work environment with flexible scheduling
Competitive compensation including base salary + performance bonuses
Comprehensive benefits: health, dental, 401(k) match, and profit sharing
Generous PTO and paid holidays
A leadership team that invests in professional development and long-term career growth
If you're a motivated Tax Manager seeking a hybrid opportunity with a growing public accounting firm that values balance, autonomy, and excellence - we'd love to connect.
Apply by sending your resume to Steve@solidrockrecruiting.com
Direct: 605-273-2108
#J-18808-Ljbffr
$68k-95k yearly est. 2d ago
Global Portfolio Leader
3M 4.6
Portfolio manager job in Maplewood, MN
Global Portfolio Leader - Paper & Print
Collaborate with Innovative 3Mers Around the World
Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Global Portfolio Leader within the Paper & Print Business Unit, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
Develop and implement portfolio strategies in collaboration with the Area sales, Laboratory, and Operations teams to profitably grow the overall business.
Lead, develop, and execute the global New Product pipeline to ensure strong execution of new product introductions.
Lead the demand planning input from all areas to provide the right visibility to our plants and supply chain teams.
Set the pricing strategy and corridors for product portfolios under responsibility.
Lead, develop, and implement the Global Marketing Plan in collaboration with the Area sales, Global Marketing Center, and cross-functional teams in the BU and division.
Utilize portfolio analytics and market insights to define and execute marketing programs and tactics for portfolio optimization and maximization of gross margin dollars.
Engage with key customers, partners, co-suppliers, and industry influencers to develop and execute the global business growth plan.
Directly supervise product marketing and business development teams.
Drive improvements through an agile rhythm in collaboration with functional managers to improve cost, cash flow, and resolve roadblocks.
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
Bachelor's degree (completed and verified prior to start) from an accredited institution
Ten (10) years' combined experience in Global PortfolioManagement, Product Marketing, and/or Business Management in a private, public, government, or military environment.
Additional qualifications that could help you succeed even further in this role include:
MBA from an accredited institution.
Five (5) years of experience in the Flexographic Printing market.
Strong track record of collaboration and cross-functional teamwork.
Strong analytical skills and ability to interpret data and drive decisions.
Excellent presentation and communication skills.
Demonstrated success in business strategy, operational marketing, business analytics, customer negotiations, price management, and leadership by influence.
Work location: This role follows an on-site working model, requiring the employee to work at least four days a week at the 3M Center in Maplewood, MN.
Travel: May include up to 30% domestic /International
Relocation Assistance: May be authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
Applicable to US Applicants Only:The expected compensation range for this position is $212,947 - $260,268, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ******************************************************************* Faith Posting Date Range 09/11/2025 To 10/11/2025 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
$212.9k-260.3k yearly Auto-Apply 60d+ ago
Portfolio Manager
Midwestone Bank
Portfolio manager job in Stillwater, MN
Small enough to care. Big enough to deliver.
Our PortfolioManagers are responsible for the ongoing management of relationships to assist the assigned Banker(s) in realizing efficiencies, quality of the process and product, retention, and expansion of banking relationships consistent with the Region's goals and objectives for growth, credit quality, and rates of return. In collaboration and support of assigned Banker(s), this position is responsible for collecting, examining, and evaluating information with recommendations to the respective Banker(s) as to the general creditworthiness and merits of credit requests from existing and prospective customers. This position may provide administrative, and credit analysis support (or at times a liaison to other departments to complete these tasks) for the assigned Banker(s) as needed. Works with and through others in the organization to accomplish these responsibilities.
Responsibilities
This position requires knowledge, proficiency, and adherence to internal policies and procedures as well as applicable laws and regulations.
Collection and analysis of financial data deemed necessary to determine the general creditworthiness and merits of credit requests. This includes, but not limited to reviewing and spreading financial statements, tax returns, cash flow and projection analysis, risk rating, and analysis and review of personal financial statements and other applications that are presented.
Ongoing credit monitoring to include completing credit reviews as needed (typically annually) along with reviewing upcoming loan maturities, borrowing base certificates, trend identification in credit quality/risk rating, compliance with loan covenants, etc.
Preparing comprehensive written analysis, compiling written industry summaries and analysis, recommending structure, collecting financial statements, collecting information as needed to determine the general creditworthiness and merits of a credit request.
Coordinate collateral inspections, on site visits, reviews, evaluations, and appraisals for upcoming loan maturities, credit reviews, and new requests in accordance with internal policies and procedures.
Requests loan packages according to internal policies and procedures and review for accuracy, completeness, and thoroughness prior to closing to ensure all applicable documentation requirements are met for loans under his/her assigned Commercial/Ag Banking Officer.
Ensures loan agreements are complete and accurate according to policy.
Assures timely loan closing and funding activities.
Services customers and potential customers by proactively promoting the Bank to enhance commercial/ag banking relationships by identifying and recommending banking products and services to the assigned Banker as appropriate to meet customer needs.
Works on other designated credits or special projects as assigned by PortfolioManager Team Lead, Regional President and/or Lead Commercial / Ag Banker:
May participate and make presentations of credit requests needing action to Director Credit Loan Committee, Commercial Credit Loan Committee, and/or Loan Strategy as directed by the assigned Banker(s) or PortfolioManager Team Lead.
Joint calls with customers and potential customers with the assigned Banker(s) to promote the Bank while further enhancing and soliciting additional banking relationships.
May participate in the planning process for the region's Commercial/Ag Banking Department.
Participates in community and business functions/groups consistent with our Bank's Brand Promise, Mission Statement, and Operating Principles.
Qualifications
Bachelor's degree (B. A.) from four-year College or university preferred
1-3 years related experience, or equivalent combination of education and experience.
Strong analytical and financial analysis skills, thorough understanding of Finance and Accounting principles, demonstrated problem-solving skills, and excellent verbal, written, and interpersonal skills.
Compensation Hiring Pay Range: $72,000-$90,000
The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction.
The Perks!
Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
Career development and continuous learning opportunities
Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
100% vested 401(k) Retirement Plan with 6% company match
Medical, Dental, and Vision insurance
Flex spending plan & Health savings accounts with employer contribution
Student Loan Debt Reduction Program
Employer provided group life insurance with option to purchase additional life insurance for you and your family members
Employer provided long term and short term disability insurance
Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
Wellness Program
Free banking services and other financial services discounts
RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.
Let's build something great, together.
$72k-90k yearly Auto-Apply 60d+ ago
Portfolio Manager
Midwestone Financial Group, Inc.
Portfolio manager job in Stillwater, MN
Small enough to care. Big enough to deliver. Our PortfolioManagers are responsible for the ongoing management of relationships to assist the assigned Banker(s) in realizing efficiencies, quality of the process and product, retention, and expansion of banking relationships consistent with the Region's goals and objectives for growth, credit quality, and rates of return. In collaboration and support of assigned Banker(s), this position is responsible for collecting, examining, and evaluating information with recommendations to the respective Banker(s) as to the general creditworthiness and merits of credit requests from existing and prospective customers. This position may provide administrative, and credit analysis support (or at times a liaison to other departments to complete these tasks) for the assigned Banker(s) as needed. Works with and through others in the organization to accomplish these responsibilities.
Responsibilities
* This position requires knowledge, proficiency, and adherence to internal policies and procedures as well as applicable laws and regulations.
* Collection and analysis of financial data deemed necessary to determine the general creditworthiness and merits of credit requests. This includes, but not limited to reviewing and spreading financial statements, tax returns, cash flow and projection analysis, risk rating, and analysis and review of personal financial statements and other applications that are presented.
* Ongoing credit monitoring to include completing credit reviews as needed (typically annually) along with reviewing upcoming loan maturities, borrowing base certificates, trend identification in credit quality/risk rating, compliance with loan covenants, etc.
* Preparing comprehensive written analysis, compiling written industry summaries and analysis, recommending structure, collecting financial statements, collecting information as needed to determine the general creditworthiness and merits of a credit request.
* Coordinate collateral inspections, on site visits, reviews, evaluations, and appraisals for upcoming loan maturities, credit reviews, and new requests in accordance with internal policies and procedures.
* Requests loan packages according to internal policies and procedures and review for accuracy, completeness, and thoroughness prior to closing to ensure all applicable documentation requirements are met for loans under his/her assigned Commercial/Ag Banking Officer.
* Ensures loan agreements are complete and accurate according to policy.
* Assures timely loan closing and funding activities.
* Services customers and potential customers by proactively promoting the Bank to enhance commercial/ag banking relationships by identifying and recommending banking products and services to the assigned Banker as appropriate to meet customer needs.
* Works on other designated credits or special projects as assigned by PortfolioManager Team Lead, Regional President and/or Lead Commercial / Ag Banker:
* May participate and make presentations of credit requests needing action to Director Credit Loan Committee, Commercial Credit Loan Committee, and/or Loan Strategy as directed by the assigned Banker(s) or PortfolioManager Team Lead.
* Joint calls with customers and potential customers with the assigned Banker(s) to promote the Bank while further enhancing and soliciting additional banking relationships.
* May participate in the planning process for the region's Commercial/Ag Banking Department.
* Participates in community and business functions/groups consistent with our Bank's Brand Promise, Mission Statement, and Operating Principles.
Qualifications
* Bachelor's degree (B. A.) from four-year College or university preferred
* 1-3 years related experience, or equivalent combination of education and experience.
* Strong analytical and financial analysis skills, thorough understanding of Finance and Accounting principles, demonstrated problem-solving skills, and excellent verbal, written, and interpersonal skills.
Created By : Compensation Range
Compensation
Hiring Pay Range: $72,000-$90,000 The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction.
The Perks!
* Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
* Career development and continuous learning opportunities
* Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
* 100% vested 401(k) Retirement Plan with 6% company match
* Medical, Dental, and Vision insurance
* Flex spending plan & Health savings accounts with employer contribution
* Student Loan Debt Reduction Program
* Employer provided group life insurance with option to purchase additional life insurance for you and your family members
* Employer provided long term and short term disability insurance
* Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
* Wellness Program
* Free banking services and other financial services discounts
RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.
Let's build something great, together.
$72k-90k yearly Auto-Apply 35d ago
Senior Investment Analyst
Legalist
Portfolio manager job in Minneapolis, MN
Job DescriptionIntro description:
Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team.
Core responsibilities:
Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members
Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures
Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments
Partner with the origination team to identify, evaluate, and help close target counterparties
Support cross-functional initiatives related to origination, underwriting, structuring, portfoliomanagement, operations, technology, and marketing
Qualifications:
Bachelor's degree in a relevant field; advanced degrees encouraged
5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments
Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation
Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams
Strong written and verbal communication skills with both technical and non-technical stakeholders
Thrives in a fast-paced, growth-oriented environment
How much does a portfolio manager earn in Minneapolis, MN?
The average portfolio manager in Minneapolis, MN earns between $51,000 and $159,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.
Average portfolio manager salary in Minneapolis, MN
$90,000
What are the biggest employers of Portfolio Managers in Minneapolis, MN?
The biggest employers of Portfolio Managers in Minneapolis, MN are: