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Financial Consultant Portfolio Manager

Senior HNWI Portfolio Investment Lead

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: Threadneedle group
Full Time position
Listed on 2026-02-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Portfolio Manager
Job Description & How to Apply Below
A prominent financial planning firm in Minneapolis is seeking a HNWI Portfolio Analyst to build and analyze investment portfolios for high-net-worth individuals. The ideal candidate will have 5-7 years of experience in the financial services industry, with strong financial acumen and excellent analytical skills. Responsibilities include supporting the Portfolio Strategist, preparing detailed portfolio reports, and collaborating with teams to ensure client satisfaction.

The role offers a full-time position with competitive benefits.
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Position Requirements
10+ Years work experience
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