Investment Trading Analyst

Description We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the acquisition of various forms of investments, assisting in trading desk operations, and interacting with multiple business units within the financial services industry. Responsibilities: u2022 Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades. u2022 Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL. u2022 Engage directly with trade partners to resolve data-related inquiries. u2022 Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency. u2022 Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions. u2022 Assist in research projects as per the requests of portfolio managers. u2022 Monitor the outcomes of investment strategies and make necessary adjustments. u2022 Collaborate with technology/data teams to ensure the accuracy of information and analysis. u2022 Regularly analyze portfolio return/risk. u2022 Handle all processes related to trade commencement to settlement. Minimum Qualifications: + Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal) + 1+ Years relevant work experience in Financial Services. + Strong multitasking and prioritizing skills + Excellent communicative abilities + Comfortable working in a fast-paced environment + High analytical skills + Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools + A proactive attitude to developing new ideas and refining existing processes Preferred Qualifications: + Experience in credit and real estate + Familiarity with business intelligence tools such as Tableau and CAS + Progress towards investment-related certifications like CFA Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you. To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site. Requirements u2022 Possess a minimum of one year of experience in the financial services industry, preferably in an investment or trading analyst role. u2022 Be proficient in data analysis and data analytics to interpret complex financial information. u2022 Have hands-on experience with data analysis tools, enhancing the ability to make informed decisions. u2022 Demonstrate proficiency in MySQL and SQL, facilitating efficient data management and analysis. u2022 Display advanced skills in Microsoft Excel, including the use of pivot tables, VLOOKUP, and other advanced functions. u2022 Be able to interpret and analyze financial data and present it in a clear, concise manner. u2022 Show a strong understanding of investment strategies and trading mechanisms. u2022 Exhibit excellent verbal and written communication skills to effectively collaborate with team members and present findings to stakeholders. u2022 Have a bacheloru2019s degree in finance, economics, or a related field. u2022 Demonstrate the ability to work under pressure and make quick decisions in a fast-paced environment. u2022 Display a strong understanding of market trends and the ability to forecast financial outcomes. u2022 Show a high level of attention to detail and accuracy in all work. u2022 Have the ability to multitask and prioritize tasks based on their urgency and importance. u2022 Possess excellent problem-solving skills and the ability to think critically. u2022 Show a strong understanding of risk management and compliance regulations in the financial industry. Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use ( and Privacy Notice (.

Created: 2026-01-12