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Portfolio Strategy & Trading Analyst

Job in Minnetonka, Hennepin County, Minnesota, 55345, USA
Listing for: CFA Institute
Full Time position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
    Financial Analyst, Portfolio & Asset Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 85000 - 130000 USD Yearly USD 85000.00 130000.00 YEAR
Job Description & How to Apply Below

Panoramic Wealth Advisors seeks an Investment Analyst to support portfolio management, trading, and investment research for our wealth management practice in Minnetonka, MN. This in-office role emphasizes collaboration, detail-oriented analysis, and data-driven decision-making.

You will help shape portfolio strategy, execute trades, and produce insights for investment decisions that impact client outcomes. The position supports growth within an investment-focused career path and requires strong

The Portfolio Strategy & Trading Analyst position in the Finance field is open for applications.

We are looking to fill the Portfolio Strategy & Trading Analyst position at CFA Institute in Minnetonka, MN, United States.

The Portfolio Strategy & Trading Analyst role at CFA Institute is now open for applications in Minnetonka, MN, United States.

Join us at CFA Institute as our next Portfolio Strategy & Trading Analyst in Minnetonka, MN, United States.

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