Top 290 Portfolio analyst Jobs in Minnesota

Analyst, Portfolio Implementation
Royal Bank of Canada —Minneapolis, MN
- $55,000 - $95,000 a year
- Full-time
- Bachelor of Science
- Research
- Mid-level
- Disability insurance
- Health insurance
Sales Analyst - Frozen
Nestlé USA —Eden Prairie, MN
- $75,000 - $90,000 a year
- Microsoft Outlook
- Customer service
- Mid-level
- Health insurance
- 401(k) matching
7d
R&D Analyst
Solventum —Eagan, MN
- $83,600 - $114,950 a year
- Full-time
- Hybrid work
- Oracle
- Marketing
- 5 years
- Health savings account
- Disability insurance
AIM Analyst - Trading | Hybrid
Allianz —Minneapolis, MN
- $56,000 - $93,500 a year
- Full-time
- Computer science
- Computer Science
- Research
- Health savings account
- Health insurance
Planning and Communication Analyst
Optum —Minnetonka, MN
- $91,700 - $163,700 a year
- Full-time
- Pass drug screening
- High school diploma or GED
- Continuous improvement
Product Complaint Analyst II
Boston Scientific —Arden Hills, MN
- $59,900 - $113,800 a year
- Hybrid work
- Mid-level
- Office
- Neurology
7d
AIM Analyst - Investments | Hybrid
Allianz —Minneapolis, MN
- $56,000 - $93,500 a year
- Full-time
- Office
- Finance
- Databases
- Health savings account
- Health insurance
13d
ICG Portfolio Monitoring Analyst
U.S. Bank National Association —Minneapolis, MN
- $27.50 - $36.68 an hour
- Full-time
- Office
- Finance
- Analysis skills
- Paid holidays
- Disability insurance
1d
Customer Account Associate - Target
Nestlé USA —Eden Prairie, MN
- $61,000 - $89,000 a year
- Data analysis skills
- Research
- Mid-level
- Health insurance
- 401(k) matching
Senior Data Analyst - TES Data and Analytics
Target —Brooklyn Park, MN
- $88,000 - $158,000 a year
- Full-time
- 5 years
- Office
- Analysis skills
- Paid holidays
- Disability insurance
Specialist II, Project Management
Boston Scientific —Maple Grove, MN
- $75,100 - $142,600 a year
- Part-time
- Hybrid work
- Office
- Microsoft Office
- Analysis skills
Investment Analyst - Parametric
Morgan Stanley —Minneapolis, MN
- $70,000 - $140,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Health savings account
- Paid holidays
Continuous Improvement Manager - State Program Administrator Manager
State of Minnesota - Employ & Econ Development Dept —Saint Paul, MN
- $41.58 - $60.10 an hour
- Online Application
- Hybrid work
- Background check
- Office
- Analysis skills
- Paid parental leave
- Paid holidays
6d
Analyst
AllianceBernstein —Minneapolis, MN
- $120,000 - $150,000 a year
- Extended hours
- Office
- Finance
- Analysis skills
- Wellness program
- Paid holidays
Commercial and Agricultural Credit Analyst
Harvest Bank —Waverly, MN
- $52,000 - $70,000 a year
- Overtime
- Microsoft Excel
- Data analysis skills
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Business Banking Director
Americana Community Bank —Maple Grove, MN
- $120,000 - $180,000 a year
- Full-time
- Background check
- Continuous improvement
- Mentoring
- Health savings account
- Health insurance
Quick Apply
Senior Treasury Analyst
TRUSTONE FINANCIAL CREDIT UNION —Plymouth, MN
- $80,000 - $121,000 a year
- Full-time
- Microsoft Excel
- Pass drug screening
- Mid-level
- Profit sharing
- Paid holidays
Quick Apply
Commercial Loan Review/ Credit Analyst Metro Area
Premier Bank —Hastings, MN
- $50,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Profit sharing
- Health savings account
Quick Apply
Supply Chain Planning Manager
CAMERONS COFFEE AND DISTRIBUTI —Shakopee, MN
- $120,000 - $130,000 a year
- Full-time
- 5 years
- Master's degree
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
2d
Advanced Quality Engineer
General Dynamics Mission Systems, Inc —Bloomington, MN
- $105,814 - $117,387 a year
- Full-time
- Engineering
- 3 years
- Master's degree

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portfolio analyst jobs near minnesota

Analyst, Portfolio Implementation

Royal Bank of Canada -
Minneapolis, MN

Apply Now

Job Details

Full-time
$55,000 - $95,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Accounting systems
Spreadsheets
Investment management software
Research
Series 7
Math
Bachelor's degree
Investment banking
Experience practicing in the securities industry
Excel data analysis

Full Job Description

Job Description

What is the opportunity?

The Portfolio Implementation Team (PIT) Team acts as the primary group supporting UMA portfolio model management across the RBC US Wealth Management distribution channel. The PIT Team exists to manage the daily and ongoing operational and trading responsibilities associated with portfolio model management. The role of Portfolio Implementation Analyst adds value to RBC in a highly competitive industry by providing the appropriate level of support to ensure that investment strategies delivered by investment managers (either internal or external) are properly executed, according to the outlined policies and procedures. The role of Portfolio Implementation Analyst is responsible for all day-to-day planning, decision making and execution of the Portfolio Implementation Team trading processes for various model portfolios, both externally and internally delivered. The role of Portfolio Implementation Analyst aligns directly to the RBC Wealth Management overall strategy of client service.

What will you do?

Relationship Management

Assist with on-boarding of internal/external model providers
Interact with internal/external model providers to ensure accurate and timely model portfolio change processing.
Working with internal/external model providers to ensure smooth communications and timely and accurate exchange of information.
Working with internal/external model providers and other partners to optimize trading process while reducing risk and potential for error.

Portfolio Management

Involved in performing Portfolio Implementation Team operations and trading duties including:

Critical source in supporting the day-to-day portfolio management and trade processing of various model portfolios, both externally and internally delivered, through exceptional client service, leadership and execution.
Implement new account asset allocation and investment fulfillment.
Implement and monitor client specific constraints and guidelines.
Account re-balancing and update according to internal/external model providers and asset-class weights.
Facilitate cash flows, contributions and withdrawals.
Monitor asset allocation guidelines.
Monitor model drift and dispersion.
Model management and allocation monitoring.
Monitor corporate actions and reorganizations for their timely and accurate implementation.
New account processing and approval.
Terminated account processing.
Assist and review portfolio risks.
Research any significant or unexpected dispersion.
Calculate and coordinate trade error correction efforts/analysis and processing.

Project / Initiative Management

Support PIT leadership in managing the audit and reporting process for various model portfolios, both externally and internally delivered, including:

Assist with creation and maintenance of department procedures.
Develop and maintain risk management practices that limit risk exposure to the Portfolio Implementation Team and RBC.
Establish processes to anticipate market trends.
Design, coordinate, and implement process changes to achieve the greatest efficiency and quality possible.
Review procedures and systems are maximized and that IAG management reporting is timely and accurate.
Provide daily, monthly, and quarterly report generation process (i.e., daily activity report, 13f, PIT Operating Report, etc.). Gather data, analyze and report information.
Assist with cash level review, security drift review and audit code review.
Provide ad hoc projects as required.

What do you need to succeed?

Must-have

3 –5 years of securities and financial markets experience with a focus on portfolio administration, portfolio management, investment operations or trading support roles.
BA / BS in Finance, Economics, Business Administration or related field.
Series 7, 63/65 or 66 (or ability to obtain licenses within prescribed timeframe).
Basic understanding of the broker/dealer industry, the distribution channels served, managed accounts, trade practices and portfolio rebalancing.
Experience with Envestnet or other portfolio accounting and portfolio management systems.
Experience with equities, fixed income, mutual funds and ETFs.
Experience in working with sub-advisors within a multi-manager offering
Strong computer skills – specifically Microsoft Excel and Access.
Proficient business math skills.

Nice-to-have

Prior portfolio accounting reconciliation trade processing experience.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
Leaders who support your development through coaching and managing opportunities.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Opportunities to do challenging work.
Opportunities to build close relationships with clients.

The expected salary range for this particular position is $55,000-$95,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value

Job Skills

Critical Thinking, Detail-Oriented, Financial Planning and Analysis (FP&A), Financial Services Industry, Fund Analysis, Information Capture, Investment Banking Analysis, Investment Performance Measurement, Investment Risk Management, Investments Analysis

Additional Job Details

Address:

250 NICOLLET MALL:MINNEAPOLIS

City:

Minneapolis

Country:

United States of America

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-24

Application Deadline:

2026-08-28

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply Now

Refine Your Search

portfolio analyst jobs in minnesota

Analyst, Portfolio Implementation

Sales Analyst - Frozen

R&D Analyst

AIM Analyst - Trading | Hybrid

Planning and Communication Analyst

Product Complaint Analyst II

AIM Analyst - Investments | Hybrid

ICG Portfolio Monitoring Analyst

Customer Account Associate - Target

Senior Data Analyst - TES Data and Analytics

Specialist II, Project Management

Investment Analyst - Parametric

Continuous Improvement Manager - State Program Administrator Manager

Analyst

Commercial and Agricultural Credit Analyst

Business Banking Director

Senior Treasury Analyst

Commercial Loan Review/ Credit Analyst Metro Area

Supply Chain Planning Manager

Advanced Quality Engineer

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