Investment Analyst

ASSOCIATE PORTFOLIO MANAGER

In-Office ONLY Position -
- Location:

Minnetonka, MN

Must currently reside or be moving very soon into the Twin Cities area.

Panoramic Wealth Advisors is seeking a highly analytical and motivated Investment Analyst to support portfolio management, trading, and investment research for our growing financial planning practice.

This role offers meaningful responsibility within a collaborative, unique team environment. You will play a key role in shaping portfolio strategy, executing trades, and contributing to investment decisions that directly impact client outcomes.

We are looking for someone who thrives in a fast paced, detail-oriented environment and is eager to grow within an investment-focused career path.

Portfolio Management & Strategy

• Develop and maintain asset allocation frameworks for model portfolios
• Identify portfolio adjustments, rebalancing, and reallocation strategies
• Support ongoing portfolio risk management and performance consistency initiatives
• Assist in preparing portfolio and performance reviews for client meetings

Trading & Implementation

• Serve as primary trader for both individual client accounts and model portfolios
• Review and evaluate trades, account activity, and implementation accuracy
• Maintain systems to support efficient trading and portfolio monitoring

Research & Investment Committee Support

• Conduct investment research across asset classes for portfolio decision-making
• Support Investment Committee discussions with data, analysis, and insights
• Generate reports to support implementation of investment strategies
• Identify opportunities to improve portfolio efficiency and reduce risk

Data, Reporting & Analysis

• Create and maintain spreadsheets, models, and reports related to investments and client data
• Utilize analytical software to assess performance, risk, and investment style
  
  Perform ongoing account audits to ensure accuracy and alignment with strategy

Advisor & Team Collaboration

• Serve as a key resource for advisors on investment-related questions
• Communicate investment insights clearly and professionally (written and verbal)
• Collaborate closely with team members to support client outcomes and firm growth

• Strong analytical mindset with excellent quantitative and problem-solving skills
• Detail-oriented with a high level of accuracy and accountability
• Self-starter who can manage multiple priorities and meet deadlines
• Clear and professional communicator with strong interpersonal skills
• Passion for investment management and financial markets
• Positive attitude, strong work ethic, and eagerness to learn

• 401(k) with matching contributions
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Location: Minnetonka, MN

Schedule: Full-Time, In-Office

• Bachelor’s degree
• CFA designation
• 5+ years office experience

This role is in office to support collaboration, trading execution, and team integration.

Our practice operates primarily in office which supports our team’s goals of collaboration, high level of client service, and has allowed for the growth of our team for decades. Due to the size and support available within our team, we also offer flexibility for occasional remote work when appropriate.

This position will be an employee/contractor of an independent Franchise Advisor, not of Ameriprise Financial.