Senior Investment Consultant - Minneapolis

Wealth Management Investment Consultant provides advanced investment education and advice to clients with investable assets between $25,000 and $250,000. · The Investment Consultant works with existing clients within a defined service model and makes prospect introductions to unc ...

Wealth Management Investment Consultant provides advanced investment education and advice as it works with clients who typically have between $25,000 and up to $250,000 in investable assets. The role involves assessing client needs using strong analytical skills and developing pe ...

Wealth Management Investment Consultant role provides advanced investment education and advice as it works with clients who typically have between $25,000 and · $250,000 in investable assets. The role involves developing personalized financial relationships with clients and prov ...

Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. · Bachelor's degree in a relevant field; advanced degrees encouraged · 5+ years of relevant exp ...

Legalist is a tech-enabled alternative asset manager that uses proprietary data-driven origination to invest in uncorrelated legal and government-payment assets. · ...

We have an immediate opening for a full-time Investment Banking Associate to execute on live M&A and capital raising mandates in the renewable fuels and agribusiness sectors.Prepare pitch books and client presentations · Assist with managing the deal process from origination to e ...

Wealth Advisor Allodium seeks a full-time Wealth Advisor who is prepared to help more senior Wealth Advisors provide comprehensive financial planning, investment consulting and related wealth management services to affluent individuals, families and organizations. · Serve as prim ...

Allodium seeks a full-time Wealth Advisor who is prepared to help more senior Wealth Advisors provide comprehensive financial planning and investment consulting services to affluent individuals and families. · ...

We are always looking for talented people to join our team. · Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members · Build and maintain sophisticated Excel-based financial models to evaluate comp ...

+Elire is a trusted Oracle consulting partner with over 20 years of experience delivering ERP, EPM, HCM, and Treasury transformations across public and private sector clients with their PeopleSoft, Oracle Cloud and Treasury Management Systems like Kyriba FIS etc. We combine deep ...

The Financial Analyst supports Development, Construction, and Asset Management functions by providing financial modeling, reporting, and analytical support. · ...

We have an immediate opening for a full-time Investment Banking Associate to execute on live M&A and capital raising mandates in the renewable fuels and agribusiness sectors. · Key responsibilities may include:Prepare pitch books and client presentations · ...

The Financial Analyst supports Development, Construction, and Asset Management functions by providing financial modeling, reporting, and analytical support. · ...

We are currently looking for Business Consultant to join the team in our Minneapolis office.This role is designed for a former IB Analyst who wants to pivot into strategy and tech. · Bachelor's degree in finance, business, economics or other related degrees preferred. · ...

We are seeking Senior Business Execution Consultant to join the Business Planning & Operational Support team within the Investment Solutions Center of Excellence. · The consultant is responsible for developing the strategy and planning of operational programs services and initiat ...

+Job summary · Our expert and award-winning Mergers & Acquisitions (M&A) practice seeks a Senior Consultant to join our rapidly growing Sell-Side Advisory (SSA) team. · +Coordinate Transaction Services teams serving clients across industries with specific capabilities in mergers ...

We provide comprehensive wealth and fiduciary management services to help individuals and small organizations achieve their goals and simplify their financial lives.We launched Allodium to provide the best financial advice and personal service to a limited number of clients, most ...

This role supports the day-to-day operations of wealth advisory investments and billing/reporting processes. Ensures accuracy and quality of information in client-facing reports and dashboards. · Support operational needs of Wealth Advisors regarding the investment platform. · Bi ...

Alera Group is hiring for a Financial Services Intern in Minneapolis. · We are passionate about our clients' success in employee benefits, property insurance etc. · We provide practical experience in investment analysis/management consulting developing professional skills analyti ...

We are seeking a high-performing Account Executive/Employee Benefits Sales Consultant to help expand our growing presence in the Boston market and beyond. · ...