Portfolio Analyst Opportunity in Minneapolis, MN - Join Robert Half

Are you a detail-oriented finance professional with a passion for credit investments and portfolio operations? Robert Half is proud to partner with a leading financial services organization in the Twin Cities to find a talented Middle Office Portfolio Analyst. This full-time role offers a competitive salary of $100,000 and the chance to make a meaningful impact on a broad credit investment portfolio. Located in vibrant Minneapolis, Minnesota, United States, this position is perfect for professionals seeking career growth in a dynamic, collaborative environment.

About the Role

As a Portfolio Analyst, you will play a pivotal role in the operational management of illiquid credit investments. This middle office position demands strong analytical skills to ensure seamless transaction execution, rigorous accuracy in reporting, and compliance across all processes. Working closely with front office, risk management, and global teams, you'll contribute to the organization's success in managing complex investment relationships. Minneapolis, known for its thriving finance sector and high quality of life, provides the ideal backdrop for advancing your career in financial services. Robert Half specializes in connecting top talent like you with premier opportunities in portfolio analysis, investment operations, and credit portfolio management.

Key Responsibilities

Your day-to-day will involve high-impact tasks essential to portfolio oversight:

• Partner with investment, legal, and operations teams to support the closing of new investment transactions, ensuring all documentation is accurate and timely.
• Manage funding and financing processes for upcoming deals, coordinating with treasury and banking partners.
• Validate and reconcile monthly portfolio reports, verifying data integrity, NAV calculations, and regulatory compliance.
• Coordinate transaction exits, from notice periods to final settlements and profit distributions.
• Document all investment transactions meticulously and submit requests for inter-entity cash transfers.
• Oversee cash flow management across a diverse set of investment relationships, forecasting liquidity needs.
• Provide operational support and supervision to internal partners, resolving escalations efficiently.
• Prepare periodic and ad hoc reporting on illiquid assets, including performance metrics and risk exposures.
• Collaborate with global colleagues and third-party service providers to enhance data quality, automate reporting processes, and implement process improvements.

These responsibilities highlight the need for precision in a fast-paced financial environment, where your contributions directly influence portfolio performance and stakeholder confidence.

Required Qualifications

To succeed in this Portfolio Analyst role, candidates should possess:

• A Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
• 3-5 years of progressive experience in middle office operations, portfolio servicing, or credit investment analysis.
• Advanced Excel skills, including pivot tables, VLOOKUPs, and financial modeling; experience with Alteryx, Tableau, or SQL is a plus.
• Deep understanding of credit investments, loan servicing, and illiquid asset reporting.
• Proven ability to reconcile complex datasets and ensure compliance with GAAP, SEC, or internal standards.
• Exceptional organizational skills to handle multiple priorities in a deadline-driven setting.
• Strong communication skills for cross-functional collaboration and interaction with global teams.
• Attention to detail with a track record of error-free transaction processing.

Robert Half's expertise in finance recruitment ensures we match candidates with the right skills for long-term success in Minneapolis job market.

Why Join Us?

Joining this top-tier financial services firm through Robert Half means more than just a job—it's a career-defining opportunity. Enjoy a competitive $100,000 salary, comprehensive benefits including health insurance, 401(k) matching, and professional development. Thrive in Minneapolis's booming economy, with its lakeside lifestyle, cultural amenities, and proximity to major financial hubs. Our client offers a supportive team culture, flexible work options, and exposure to sophisticated credit strategies. Advance your expertise in portfolio analysis while contributing to innovative investment solutions. Ready to elevate your career? Contact Douglas Rickart on LinkedIn, call 612-249-0330, or apply now. Robert Half: Your partner in finance careers. (Word count: 812)