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Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

YEAR

Morgan Stanley

Registered Client Relationship Analyst

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Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Client Relationship Analyst

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What you'll get to do: Build, own, and continuously improve a fully driver-based headcount and people cost model - hire timing and ramp, attrition, backfills, merit, promotion, bonus accrual and gross-up, commissions, taxes and benefits loads, and fully burdened cost by department - that ties to the P&L and cash forecast and can be rebuilt from a blank sheet. Hands-on experience with an ERP - NetSuite strongly preferred - plus ideally a CRM (Salesforce) and a payroll or HRIS system, and an understanding of how the data in each is actually structured or at a minimum how to work with data extracts from these systems.

Field Nation, LLC

Sr. FP&A Analyst

Hiring Pay Range: $150,000.00 to $200,000.00 base plus annual bonus The above statements are intended to describe the general nature and level of work being performed. Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.

Nicolet National Bank

VP Portfolio Manager

The Manager will develop financial narratives, support executive-level presentations, identify risks and opportunities, and provide insights that help leadership evaluate priorities, investments, and strategic initiatives. The Manager leads budgeting, forecasting, long-range planning, and management reporting while partnering with accounting to analyze financial results, explain performance drivers, and determine implications for future forecasts.

HOUR

HealthPartners Institute

Manager, Financial Planning & Analysis (FP&A)

This role requires strong working knowledge of capital markets, solid analytical and financial modeling skills, and the ability to translate complex business, financial, and industry dynamics into clear, compelling messaging for investors and analysts. Circle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet.

Circle Internet Financial LLC

Investor Relations Manager

We partner with leading names like American Eagle, Best Buy, Domino’s, The Home Depot, Polaris, and UnitedHealth Group to build smarter media and measurement programs that drive real, profitable growth. Develop subject matterexpertisein omni-channel, advanced media measurement tools such as multi-touch attribution, online-to-offline matching, media mixmodeling.

Ovative Group

Sr. Analyst, Marketing Analytics & Measurement

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We partner with leading names like American Eagle, Best Buy, Domino’s, The Home Depot, Polaris, and UnitedHealth Group to build smarter media and measurement programs that drive real, profitable growth. Develop subject matter expertise in omni-channel, advanced media measurement tools such as multi-touch attribution, online-to-offline matching, media mix modeling.

Senior Analyst, Marketing Analytics & Measurement

Duties and Responsibilities: Services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington Bancshares Inc

Sr Commercial Portfolio Manager - Huntington Technology Finance (Underwriter)

As the VP of Finance, you will provide oversight and guidance in financial management and analysis for Grand Casinos, directly and indirectly overseeing all finance functions. Partners with central functions and sister property teams to establish current and long-term goals, processes, and efficiencies for Grand Casinos.

Investment Officer Jobs in Minnesota

Registered Client Relationship Analyst Morgan Stanley

Client Relationship Analyst Morgan Stanley

Sr. FP&A Analyst Field Nation, LLC

VP Portfolio Manager Nicolet National Bank

Manager, Financial Planning & Analysis (FP&A) HealthPartners Institute

Investor Relations Manager Circle Internet Financial LLC

Sr. Analyst, Marketing Analytics & Measurement Ovative Group

Senior Analyst, Marketing Analytics & Measurement Ovative Group

Sr Commercial Portfolio Manager - Huntington Technology Finance (Underwriter) Huntington Bancshares Inc

Vice President of Finance $100,000-$165,000/annually Grand Casino Mille Lacs & Hinckley

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