Investment Specialist

2 weeks ago


Minneapolis, United States Carlson Capital Management Full time
Job DescriptionJob DescriptionSalary:

At Carlson Capital Management (CCM), we deliver a fully integrated, client-centered wealth management experience that exemplifies superior care and upholds the industry’s highest fiduciary standards. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to individuals and families in a highly collaborative environment.

 

Summary

 As part of the Investment Team, the Investment Specialist provides trading, data management, client reporting, and investment research support to the Chief Investment Officer and support functions of the firm.


Location

This position is located in our Bloomington, MN office.

 

Essential Functions

  • Regularly monitors and reviews client portfolios to maintain balance across asset classes.
  • Makes portfolio recommendations when out of tolerance with models or as necessary to accommodate inflows/outflows. Activity specifically includes reviewing daily cash positions, margin activity, new cash flow activity (inbound or outbound), and engaging in a regular portfolio review process.
  • Places trades through a custodial trading platform, under the direction of the Chief Investment Officer. Regularly audits/reviews trades for accuracy and cost basis implications.
  • Compiles cost basis calculations and related activities.
  • Assists in managing all firm data integrity. Works across teams to monitor data input and output. Runs regular audit reports and assists with data clean-up as appropriate.
  • Works closely with Advisors and Paraplanners to provide in-depth investment analysis of prospective client portfolios and to communicate about ongoing portfolio management of client portfolios.
  • Assists with portfolio research to refine and focus portfolio construction and implementation.
  • Create and compile reports used in monitoring of portfolio management operations.
  • Regularly observes systems for best improvement processes and best practice improvements. Helps to identify tasks that could be improved, more fully automated or streamlined.

 

Education/Experience

  • Bachelor's degree is required, preferably in mathematics, economics, finance or a related field.
  • Experience in financial services, master's degree, or progress towards CFP/CFA designation, strongly preferred.
  • Must have proven attention to detail and strong, highly developed analytical skills.
  • Viable candidates will exhibit a high degree of comfort and demonstrate intermediate to advanced user ability with Excel and/or other analytical software packages. 
  • Experience with Salesforce and data visualization platforms such as Power BI or Tableau a plus.
  • Ideal candidates will have the ability to prioritize, self-manage and proactively solve problems.


  • Minneapolis, United States Russell Tobin Full time

    Job DescriptionJob DescriptionOur client, a large national bank, is seeking an Accounting Specialist in Milwaukee, WI. Contract (W2)Pay rate: $18.00 - $20.88 per hour DOE Major Duties and Responsibilities:Processes transactions, reconciles and maintains various accounts and ledgers.Transactions processed and maintained may include accounts payable, journal...

  • Prepress Specialist

    1 week ago


    Minneapolis, United States Park Printing Full time

    Job DescriptionJob DescriptionPark Printing is a full-service printing company with more than 40 years of experience providing print services to Minneapolis and beyond. We are family-owned and operated, choosing to invest in employees and technology rather than just a bottom line. We provide a range of services, from design to fulfillment, with extensive...


  • Minneapolis, United States Daikin Applied Full time

    Make your mark at the world's largest HVAC company!Why Youll Love Working for Daikin:Were a group who operates with a people-centered mindset, believing in the unlimited potential of each employee, with a goal of driving our company to its fullest potential.Our goal is to Perfect the Air We Share. We do this through cutting edge innovation & sustainability...


  • Minneapolis, United States Daikin Applied Full time

    Make your mark at the world's largest HVAC company! Why You’ll Love Working for Daikin: We’re a group who operates with a people-centered mindset, believing in the unlimited potential of each employee, with a goal of driving our company to its fullest potential. Our goal is to “Perfect the Air We Share”. We do this through cutting edge innovation &...


  • Minneapolis, United States The Oxford Group Investments, Ltd. Full time

    Job DescriptionJob DescriptionSalary: Company OverviewThe Oxford Group Investments is a fast growing, family-owned company based in Minnesota. As a strategic family office, we believe in continuing the legacy of small businesses by acquiring them, infusing resources, and applying The Oxford Operating System. We believe this model will continue the stories of...


  • Minneapolis, United States Colliers International Full time

    Loan Participation Sales Specialist - Colliers Funding page is loaded Loan Participation Sales Specialist - Colliers Funding Apply locations Minneapolis, Minnesota, United States of America posted on Posted 5 Days Ago job requisition id JR11362 Make your next move an expert one. At Colliers it’s not our success that sets us apart, it’s how we achieve it....


  • Minneapolis, United States Daikin Applied Full time

    Make your mark at the world's largest HVAC company! Why You’ll Love Working for Daikin: We’re a group who operates with a people-centered mindset, believing in the unlimited potential of each employee, with a goal of driving our company to its fullest potential. Our goal is to “Perfect the Air We Share”. We do this through cutting edge innovation &...


  • Minneapolis, United States Jeremiah Program Full time

    ABOUT JEREMIAH PROGRAM Jeremiah Program (JP) is a nonprofit organization helping single mothers invest in themselves so they can thrive and take steps towards economic mobility by helping them access higher education, affordable childcare, housing, skills training, and career development. JP envisions a world where poverty is no longer feminized; where race...

  • Training Specialist

    1 week ago


    Minneapolis, United States DataSite Full time

    Datasite is where deals are made. We provide the data rooms and SaaS technology used in M&A and other high-value transactions, to deliver projects in more than 170 countries. Carrying that success into the future is all about you. Your useful skills, your unusual experience, your unique ideas. Everyone here brings something unexpected. What's yours? Invest...

  • Dermatology Clinical Account Specialist

    Found in: beBee jobs US - 2 weeks ago


    Minneapolis, Minnesota, United States UCB Inc. Full time

    JOB DESCRIPTION Make your mark for patients. We're here because we want to build the future and transform patients' lives for the better. At UCB, our people are our experiences and achievements, our passion and drive. That's why we're looking for talented individuals with diverse backgrounds and experiences - not just the best and brightest, but those who...


  • Minneapolis, United States Jeremiah Program Full time

    Job DescriptionJob DescriptionABOUT JEREMIAH PROGRAMJeremiah Program (JP) is a nonprofit organization helping single mothers invest in themselves so they can thrive and take steps towards economic mobility by helping them access higher education, affordable childcare, housing, skills training, and career development. JP envisions a world where poverty is no...

  • Dermatology Clinical Account Specialist

    Found in: beBee S US - 2 weeks ago


    Minneapolis, United States UCB Inc. Full time

    JOB DESCRIPTION Make your mark for patients. We're here because we want to build the future and transform patients' lives for the better. At UCB, our people are our experiences and achievements, our passion and drive. That's why we're looking for talented individuals with diverse backgrounds and experiences - not just the best and brightest, but...

  • Marketing Specialist-Wind

    Found in: beBee S US - 2 weeks ago


    Minneapolis, United States Mortenson Construction Full time

    Marketing Specialist-Wind Overview: As a Top 25 builder, developer, and EPC, our expertise spans markets like sports, renewable energy, data centers, healthcare, and more. Our foundation and culture are based upon our company values of trust, safety, teamwork, responsibility, service, and stewardship. We are inspired by a compelling purpose to...

  • Marketing Specialist-Wind

    Found in: beBee jobs US - 2 weeks ago


    Minneapolis, Minnesota, United States Mortenson Construction Full time

    Marketing Specialist-Wind Overview:As a Top 25 builder, developer, and EPC, our expertise spans markets like sports, renewable energy, data centers, healthcare, and more. Our foundation and culture are based upon our company values of trust, safety, teamwork, responsibility, service, and stewardship. We are inspired by a compelling purpose to build for the...


  • Minneapolis, United States Colliers Full time

    Make your next move an expert one.At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities.Why Colliers?Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble,...


  • Minneapolis, United States Colliers International Full time

    Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our...

  • Energy Project Finance Associate

    Found in: Talent US C2 - 1 week ago


    Minneapolis, United States Greenberg Traurig, LLP Full time

    Description Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a transactional Associate with 4+ years of experience in our project development and finance group. We offer competitive compensation and an excellent benefits package. GT is consistently among the top firms on the Am Law Global 100; this is an...


  • Minneapolis, United States Valmark Financial Group Full time

    Job DescriptionJob DescriptionDo you enjoy streamlining, driving, and implementing processes and procedures? Do you get energized working in a fast-paced, structured environment? Do others describe you as proactive, thorough, and driven to be accurate? If so, then this might be the opportunity for you! Valmark Financial Group is looking for a candidate that...

  • Trust Advisor III

    Found in: beBee S US - 2 weeks ago


    Minneapolis, United States Comerica Bank Full time

    Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage of Comerica Bank & Trust, N.A.'s professional trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven...

  • Trust Advisor III

    Found in: beBee jobs US - 2 weeks ago


    Minneapolis, Minnesota, United States Comerica Bank Full time

    Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage of Comerica Bank & Trust, N.A.'s professional trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven...