Portfolio Manager/BSA
4 days ago
- 401(k)
- 401(k) matching
Role: Portfolio Manager/BSA
Location: Minneapolis, MN (Onsite)
Contract
Job Description:
Education:
• Bachelor's (BA and/or BS) in Computer Science or related field or equivalent work experience
Qualifications:
• Solid understanding of the processes and systems in use (or the ability to quickly acquire the knowledge)
• The ability to lead, influence, communicate and interact with people of all levels across the organization and external partners as required
• Demonstrated proficiency in effectively influencing decision making at various levels of the organizations
• An attention for detail with the ability to translate for the business or technology in order to facilitate effective collaboration
• Demonstrated proficiency with requirement and process tools (e.g. Visio, Provision, DOORS, HP Quality Center, etc.)
• Ability to handle changing priorities, manage multiple tasks and work within tight timeframes and deadlines
• Solid analytical, quantitative and problem-solving skills, with the ability to use statistical analysis and modeling
• Traditional BSA experience plus Wealth Mgmt/SMA experience required
The purpose of this Business Systems Analyst role is to act as the liaison between the business and IT organizations to provide business critical or complex technical solutions that meet user needs and improve business performance by providing the technical analysis of business requirements (including translation into functional requirements), problem solving and troubleshooting as part of a larger project team. Accountable for ensuring that clear, concise requirements have been captured.
Participate in testing, drive issue resolution, support the implementation check-out process and develop all procedural documentation and manuals. These BSA roles are to support Separately Managed Account work.
Business Systems Analyst Responsibilities:
• Understanding the business processes and the interdependencies of various systems in use
• Facilitating interactive discussions with the business unit and technology teams in order to achieve alignment on defining requirements
• Gathering, analyzing, documenting and translating business requirements into functional specifications that can be used to design and implement solutions to meet the business objectives
• Managing the change control and traceability processes for requirements
• Collaborating with architects to ensure alignment of requirements with system capabilities
• Analyzing complex system and system-related problems for the business unit and making recommendations for improvements or new designs
• Identifying potential solutions for the business and providing input into any risks and issues
• Creating and implementing test plans (schedule, approach, cases, scripts and conditions, etc.), including production checkout and measuring testing performance results
• Ensuring the testing environment has sufficient test data to carry out the full test plans
• Ensuring all quality standards and techniques are followed, including compiling and publishing artifacts and deliverables of the Ameriprise Project Management Methodology using the Capability Maturity Model integrated (CMMi) methods as required
• Updating/creating user and technical documentation procedures and manuals, operational support documentation, and archival of project documentation
• Identifying and communicating risks, issues and potential solution strategies along with providing status updates to the portfolio/project manager and/or senior leadership
Compensation: $50.00 - $55.00 per hour
About Us
We're more than Software Company with a creative side. We're a full-service creative studio with a serious technology background. We take a holistic view of sales and marketing, building digital brands that deliver real value to our client.
As a marketing agency, our innovative digital strategies grab and hold people's attention, and produce the communication and organizing tools needed for success. With a mix optimized to the specific goals of each client and the character of their target customer demographics, we provide true integration across media platforms and channels.
Our Vision
Inteletech Global, Inc provides consulting services to assist clients with their ongoing demand for changing IT environments. The early 2000s were an exciting time for IT. Digital technology was transforming our lives, and with each innovation, it became clear that digital was the future.
We use our Global Delivery Model for the success of every engagement. Improve effectiveness and efficiency of IT application environments by adopting re-usable software platforms. Our onsite teams work directly with our clients to understand and analyze the current-state of problems and design specifically tailored conceptual solutions.
-
Portfolio Manager
2 months ago
Minneapolis, United States Manpower Group Inc. Full timeJob Title: Portfolio Manager Location: Minneapolis, MN What’s the Job? Project Portfolio Management Analyst The Role Project Portfolio Management Principal Analyst provides the advanced analytics and reporting on the investment agenda to ensure performance from concept through benefits realization. The Principal Analyst role owns the business case...
-
Portfolio Manager
18 hours ago
Minneapolis, United States Experis Full timeJob Title: Portfolio ManagerLocation: Minneapolis, MNWhat's the Job? Project Portfolio Management Analyst The Role Project Portfolio Management Principal Analyst provides the advanced analytics and reporting on the investment agenda to ensure performance from concept through benefits realization. The Principal Analyst role owns the business case process,...
-
Portfolio Manager
1 day ago
Minneapolis, United States Sabrosura Foods Full timeJob DescriptionJob DescriptionJob Summary:We are seeking a results-driven Portfolio Manager with exceptional project management to lead the execution of product-related initiatives across our portfolio of leading Hispanic foods brands. Acting as both the project owner and hands-on manager, this role will drive projects from conception to market launch,...
-
Portfolio Management Analyst
4 days ago
Minneapolis, United States ITR Group Full timeContract to hire opportunity for an experience Portfolio Management Analyst. This role is hybrid onsite (3 days/week in the Minneapolis, MN area)Client requirements: Work authorization status: US Citizen or GC holderW2 hourly only (no C2C)Top/Key Skills: Portfolio management, portfolio analysis, influence without authority, drives work independently,...
-
Account Portfolio Manager
3 weeks ago
Minneapolis, Minnesota, United States UPS Full timeAbout the JobAs an Account Portfolio Manager at UPS, you will be responsible for growing the business and managing a portfolio of customers in B2B and B2C within a specific geographical area.Main ResponsibilitiesDevelops and manages a portfolio of customers.Sets up appointments with customers.Trains customers on UPS technology solutions and billing analysis...
-
Sales Portfolio Manager
2 weeks ago
Minneapolis, Minnesota, United States UPS Full timeAbout This OpportunityThis is an excellent opportunity to join our team as a Sales Portfolio Manager at UPS. As a key member of our sales team, you will be responsible for growing the business and assisting with meetings and gathering information.Job DescriptionThis position develops and manages a portfolio of customers in B2B and B2C within a specific...
-
Credit Portfolio Manager
1 week ago
Minneapolis, Minnesota, United States MidCountry Bank Full timeJob Summary:About MidCountry Bank:MidCountry Bank is a leading financial institution providing innovative banking solutions to its customers. As a respected player in the industry, we are committed to delivering exceptional service and expertise to our clients.Job Responsibilities:We are seeking an experienced Credit Portfolio Manager to join our team. The...
-
Portfolio Manager
18 hours ago
Minneapolis, United States Hornig Companies Inc Full timeJoin Hornig Companies, a team of hard-working individuals who truly care about their residents and coworkers. For over 65 years, our family-owned and operated residential property management company has provided individuals and families with homes, not just apartments. Our staff are valued for their individual knowledge, experience, character and...
-
Portfolio Manager
4 weeks ago
Minneapolis, United States Hornig Companies Full timeJob DescriptionJob DescriptionJoin Hornig Companies, a team of hard-working individuals who truly care about their residents and coworkers. For over 65 years, our family-owned and operated residential property management company has provided individuals and families with homes, not just apartments. Our staff are valued for their individual knowledge,...
-
Portfolio Property Manager
2 weeks ago
Minneapolis, Minnesota, United States Sherman Associates Full timeJob OverviewSherman Associates is seeking an experienced Portfolio Property Manager to join our team. This role will be responsible for managing the day-to-day operations of our residential portfolio, ensuring seamless customer experiences and driving business growth. As a key member of our property management team, you will play a vital role in maintaining...
-
Portfolio Analyst
4 days ago
Minneapolis, United States RBC Full timeJob Summary Job Description What is the opportunity? The Managed Portfolio Strategies team acts as primary internal investment advisory support for managed solutions at RBC Wealth Management. The team supports client-facing professionals and key internal partners in promoting managed solutions (exchange-traded funds, mutual funds, managed accounts,...
-
Sales Manager for Psychiatry Portfolio
2 weeks ago
Minneapolis, Minnesota, United States Disability Solutions Full timeAbout the RoleWe are seeking a highly motivated and experienced Area Sales Manager to lead our Psychiatry portfolio in Minneapolis, MN. As an Area Sales Manager, you will be responsible for leading, developing, and managing a diverse sales team to achieve sales goals within our psychiatry portfolio. You will set and lead the development of area strategic...
-
Portfolio Support Specialist
1 week ago
Minneapolis, Minnesota, United States Carlson Capital Management Full timeAbout the RoleWe are seeking a skilled Portfolio Support Specialist to join our team at Carlson Capital Management. As a key member of our portfolio management team, you will provide critical support to wealth advisors in managing client portfolios.Main Responsibilities:Support wealth advisors in analyzing client data and developing investment...
-
Investment Portfolio Manager
3 weeks ago
Minneapolis, Minnesota, United States National Grid Renewables Full timeAbout the RoleWe are seeking an Analyst, Investments and Portfolio Management to join our team. This role will support all aspects of the business, including origination activity (power sales pricing) and portfolio analysis, supporting senior management decision-making via financial modeling and analysis, and market and industry research to support strategic...
-
Director/Senior Manager Portfolio Management
17 hours ago
Minneapolis, United States Padagis US LLC Full timeDescription The Director of Portfolio Management leads product ideation, selection, prioritization, portfolio analytics, and competitive market landscaping to grow Padagis pipeline and portfolio utilizing the ANDA and 505(b)(2) regulatory pathway. Note: This position can be located in the Western, Michigan or Minneapolis-St. Paul areas and is eligible for a...
-
Director/Senior Manager Portfolio Management
14 hours ago
Minneapolis, United States Padagis Full timeThe Director of Portfolio Management leads product ideation, selection, prioritization, portfolio analytics, and competitive market landscaping to grow Padagis pipeline and portfolio utilizing the ANDA and 505(b)(2) regulatory pathway.Note: This position can be located in the Western, Michigan or Minneapolis-St. Paul areas and is eligible for a hybrid...
-
Portfolio Manager
4 days ago
Minneapolis, United States Associated Bank National Full timeAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. We invite you to view the opportunity below. As a...
-
Senior Portfolio Strategist
4 days ago
Minneapolis, United States Ameriprise Financial Full timeIn this new role you will work in conjunction with the Chief Portfolio Strategist, responsible for shaping the position of Columbia Threadneedle Investments on overall market strategies and implications. You will communicate and present these views to educate clients, media, and sales channels with the goal of guiding them toward value-added investment...
-
Portfolio Manager
1 month ago
Minneapolis, United States Associated Bank - Corp Full timeAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.We invite you to view the opportunity below.As a Portfolio...
-
Residential Portfolio Specialist
2 weeks ago
Minneapolis, Minnesota, United States Sherman Associates Full timeAbout the RoleWe are seeking a highly skilled Residential Portfolio Specialist to join our team at Sherman Associates.As a Residential Portfolio Specialist, you will be responsible for managing the daily operations of our residential portfolios, coordinating activities, leasing, and marketing, with a strong focus on customer service and portfolio...