CareerPlan

Investment Analytics Group Analyst

Minneapolis, MN, USFull-time$76k–$92k2026-11-08 → 2026-11-10
Hybrid

Core

Provide quantitative and qualitative analysis, financial modeling, due diligence, and reporting for institutional clients to support investment decisions.

Role type

Junior investment analyst (institutional)

Builds

Investment portfolio reports, dashboards, and analytical tools

Domain

Finance / Investment Management

Deliverable

dashboards & analysis

Required skills

Financial modeling, Data analysis, SQL, BI tools (Tableau/Power BI), Microsoft Excel, Capital market research

Responsibilities

Provide detailed investment portfolio reporting on performance and positioning; Build and develop tools and dashboards for reporting; Perform capital market and economic research; Review prospect and client information for product development; Present data and analyses to stakeholders.