Banking and Financial Services Jobs in Anoka, MN

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE ROLE
The Investment Analyst is an integral part of the Overlay Solutions portfolio management team. The mission of the investment analyst is to develop foundational investment skills and a deep understanding of Parametric's investment solutions while supporting daily portfolio management. We are looking for a well-rounded, critical thinker who wants to be part of the future of investing. Parametric is looking for candidates that can grow and share in the firm's future success.

Parametric provides systematic solutions fueled by science and quantitative research, and takes pride in building genuine, long-term partnerships with our clients. We have a unique culture that emphasizes teamwork, problem solving, and the opportunity for one's voice to be heard. The position requires teamwork and collaboration across multiple departments and an ability to provide exceptional service through timely and accurate work.

PRIMARY RESPONSIBILITIES

• Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions.
• Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process.
• Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship.
• Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team.
• Responsible for the creation and accuracy of customized reporting and assists in external performance reviews with clients.
• Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience.
• Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge.
• Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service.
• Undertake additional professional development such as the CFA program.
• Assume other responsibilities as required.

JOB REQUIREMENTS

• Bachelor's Degree in finance, accounting, or a related field
• Strong interest building a career in Investment Management, working with institutional investment portfolios
• Demonstrated ability to solve problems using logic, creativity, and enthusiasm
• Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
• Must be a self-starter with excellent quantitative and communication skills
• High attention to detail and time management
• Initiative and demonstrated ability to work in an inclusive and collaborative team environment
• Investment management or related industry experience a plus

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Salary range for the position: $60,000 - 90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

GENERAL DESCRIPTION
Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs.

PRIMARY RESPONSIBILITIES
- Construct optimized equity index portfolios for separate accounts
- Rebalance and transition portfolios to maximize tax-efficiency
- Construct custom benchmark data
- Monitor index changes and corporate actions
- Generate after-tax return data for both portfolios and benchmarks
- Performance attribution
- Respond to client requests for analysis
- Interact across teams including Technology, Research, Marketing, Client Service, Operations
- Participate in process improvement and technology development efforts.

JOB REQUIREMENTS
- Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus
- 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2.5+ years' experience with the firm will be considered.

- Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred

- Strong mathematical and analytical skills
- Familiarity with academic financial theory and applications
- Working knowledge of equity risk models and portfolio optimization preferred
- Analytical writing ability

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

WHO WE ARE

Proterra Investment Partners LP (“Proterra”) is an alternative investment manager focused on private debt and private equity investments across the sectors of food and agriculture. Proterra operates from a head office in Minneapolis (United States) and has field offices in London, Shanghai and Singapore.

POSITION OVERVIEW

We are seeking a highly motivated attorney to join our legal team as Corporate Counsel. This in-house role reports directly to the Managing Director of Credit Strategy and offers the opportunity to work on complex direct lending transactions. The ideal candidate will have 3–5 years of experience negotiating and drafting loan documentation, along with a strong interest in private credit and direct lending.

RESPONSIBILITIES:

• Draft, review, and negotiate loan documentation, including term sheets and credit agreements.
• Manage loan syndications, amendments, waivers, and modifications.
• Support transaction execution from initial diligence through closing.
• Collaborate with internal teams (Investment, Compliance, Operations) to ensure legal and regulatory compliance.
• Manage outside counsel to ensure efficient and cost-effective documentation.
• Provide risk-based legal guidance throughout the loan lifecycle, including workouts and restructurings.
• Negotiate and manage confidentiality agreements.
• Perform other responsibilities and special projects assigned from time to time.

REQUIRED QUALIFICATIONS:

• Juris Doctor (JD) from an accredited law school; admission to the Minnesota bar.
• 3–5 years of legal experience in banking, restructuring, finance, and/or private credit.
• Strong drafting and negotiation skills.
• Commercial mindset with the ability to balance legal risk and business objectives.
• Exceptional attention to detail and organizational skills to manage multiple transactions simultaneously.
• Excellent communication and interpersonal skills for cross-functional collaboration.
• Applicants must be presently legally authorized to work in the United States for any U.S. employer.
• Position is not eligible for employment-based visa sponsorship.

PREFERRED EXPERIENCE:

• Familiarity with cash-flow lending structures.
• Understanding of private credit markets and direct lending strategies.
• Experience with industry-specific considerations in the food and beverage sector.

COMPENSATION & BENEFITS

The expected annual base salary range for this position is $175,000 to $250,000 USD. Within the range, individual pay is determined by job-related factors, including but not limited to education and skills, and is commensurate with experience. Additional compensation and benefits include a discretionary bonus, healthcare plan, 401(k) matching program, and flexible paid time off.

Proterra is an equal employment opportunity employer

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Technical Business Analyst in Minneapolis, MN (Hybrid).

MUST BE LOCAL TO MINNEAPOLIS AND AVAILABLE FOR AN ONSITE INTERVIEW. BUSINESS RULES/APPLICATION CONTROLS EXPERIENCE IS REQUIRED.

Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Contract Duration: 12+ Months

Required Skills & Experience

• 5+ years of Business Systems Data or Business Systems Design experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
• Experience managing multiple competing priorities while working in a fast-paced environment
• Advanced Microsoft Excel experience
• Experience working with application teams in Technology
• Control execution experience
• Strong attention to detail
• Audit Experience
• Meeting Facilitation, comfortable presenting and facilitating discussions

What You Will Be Doing

• Consult on complex initiatives with broad impact and large-scale planning for Technology Business Systems Consulting.
• Review and analyze complex multi-faceted, larger scale or longer-term Technology Business Systems Consulting challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors.
• Contribute to the resolution of complex and multi-faceted situations requiring solid understanding of the function, policies, procedures, and compliance requirements that meet deliverables.
• Strategically collaborate and consult with client personnel.

We’re a member company of W. R. Berkley Corporation, an A. M. Best A+ rated Fortune 500 holding company. Berkley is comprised of individual operating units that serve a defined insurance market segment. BTU is a global insurance provider, offering property, casualty, professional, and cyber insurance coverage for technology firms and businesses with technology exposure.

The Chief Financial Officer (CFO) is a key member of the senior leadership, responsible for aligning financial strategy with operational execution. This executive is a forward-thinking leader who challenges the status quo while championing the strategic direction of the company. They understand the importance of culture, brand, and market strategy, and have strong emotional intelligence. The CFO provides leadership for the development, implementation, and evaluation of procedures and performance across financial and operational functions.

• 
  
• Serve as a strategic finance/operations leader and active member of the Senior Leadership team.
  
• Partner with the President to accelerate execution, optimize outcomes, and reduce costs.
  
• Lead and collaborate with cross-functional leaders to foster collaboration and innovation.
  
• Lead the company’s innovation efforts, including reinforcing behaviors that encourage innovation.
  
• Represent the organization within Berkley, collaborating effectively with business partners.
  
• Manage financial planning, ensuring scalable systems and processes for both long and short-term goals.
  
• Oversee treasury, accounting, budgeting, premium audit, agency billing, and accounts receivable functions.
  
• Deliver accurate financial reporting and forecasting to ensure financial viability.
  
• Maintain internal controls, ensure successful audits, and compliance.
  
• Provide strategic financial insights aligned with the company’s market position and business model.
  
• Monitor financial performance and advise the President on strategic direction.
  
• Analyze data and performance trends to identify opportunities and drive results.
  

May perform other functions as assigned

• 
  
• 10+ years of finance/operations experience.
  
• 5+ years of progressive leadership experience in finance and operations.
  
• Financial insurance experience is preferred.
  
• Strategic and innovative thinking, creative problem solving, data-driven.
  
• Exceptional relationship-building skills to work successfully with multiple business partners.
  
• Exceptional organizational skills, integrity, and great follow-through on tasks.
  
• Strong project management and leadership skills; ability to organize and drive projects with diverse stakeholders.
  
• Results-oriented, attentive to detail, with a proven ability to achieve long-term goals.
  
• Ability to be nimble and rapidly pivot when needed.
  
• Motivated to challenge the status quo.
  

• 
  
• 10+ years of finance/operations experience.
  
• 5+ years of progressive leadership experience in finance and operations.
  

Visit us at company is an equal employment opportunity employer. We do not accept unsolicited resumes from third-party recruiting agencies or firms. The company offers a competitive compensation plan and a comprehensive benefits package for full-time employees, including:

• 
  
• Base Salary Range: $200k - $272k
  
• Benefits include health, dental, vision, life, disability, wellness, paid time off, 401(k), and profit-sharing plans.
  

The actual salary will be determined based on factors such as role scope, complexity, location, skills, education, credentials, experience, and other employment conditions.

Travel: 25%

Current Title: CFO

Seeking Titles: CFO, Controller

• 
  
• Expert in accounting software and related technologies, implementation as well as integration with various reporting tools including banking, payroll, T&E reporting and cap table management.
  
• Expert in financial reporting, modeling, consolidations, inter-company, multicurrency transactions and variance reporting to various KPIs.
  
• Expert in GAAP and internal controls, over 10 years as an auditor of non-public companies with annual revenues over $50M and 2,000 plus hours of continuing education.
  
• Expert Analyst Cash Management, M&A Strategies & Analysis, Systems implementation
  

1. 
   
2. Perm, Contract, or Either? Perm
   
3. What is your legal working status. US Citizen
   
4. Motivation: Very Active
   
5. Current Annual Base Compensation? $250,000
   
6. Base Compensation (direct hire)? $200,000 – $250,000
   
7. Bottom Line Base Compensation? $180K-$200K Base
   
8. General Current Insurance/Benefit Information? 80% Paid by company for my Family and me.
   
9. Current PTO? 180
   
10. Relocation (Y/N) (cities)? Y Most West Coast and Midwest
    
11. Travel (Y/N) percentage? Y 25%
    
12. Technology Systems (ERP? All QuickBooks Platforms, Great Plains, Sage Intacct
    
13. Languages? English
    
14. Microsoft Products? (Advanced, Intermediate, or Entry Level)
    
15. Excel: Advanced
    
16. Access: Intermediate
    
17. Word: Advanced
    
18. Power Point: Advanced
    

Industry experience? SaaS, Hardware, Professional Services, Marketing, Retail and NPOs.

Three Most important criteria to make a move?

1. 
   
2. Criteria: Stable and growing Company
   
3. Criteria: Great culture
   
4. Criteria: 100% Remote
   

Interested in this candidate email

Current Title: CFO

Seeking Titles: CFO, Controller

• 
  
• Expert in accounting software and related technologies, implementation as well as integration with various reporting tools including banking, payroll, T&E reporting and cap table management.
  
• Expert in financial reporting, modeling, consolidations, inter-company, multicurrency transactions and variance reporting to various KPIs.
  
• Expert in GAAP and internal controls, over 10 years as an auditor of non-public companies with annual revenues over $50M and 2,000 plus hours of continuing education.
  
• Expert Analyst Cash Management, M&A Strategies & Analysis, Systems implementation
  

1. 
   
2. Perm, Contract, or Either? Perm
   
3. What is your legal working status. US Citizen
   
4. Motivation: Very Active
   
5. Current Annual Base Compensation? $250,000
   
6. Base Compensation (direct hire)? $200,000 – $250,000
   
7. Bottom Line Base Compensation? $180K-$200K Base
   
8. General Current Insurance/Benefit Information? 80% Paid by company for my Family and me.
   
9. Current PTO? 180
   
10. Relocation (Y/N) (cities)? Y Most West Coast and Midwest
    
11. Travel (Y/N) percentage? Y 25%
    
12. Technology Systems (ERP? All QuickBooks Platforms, Great Plains, Sage Intacct
    
13. Languages? English
    
14. Microsoft Products? (Advanced, Intermediate, or Entry Level)
    
15. Excel: Advanced
    
16. Access: Intermediate
    
17. Word: Advanced
    
18. Power Point: Advanced
    

Industry experience? SaaS, Hardware, Professional Services, Marketing, Retail and NPOs.

Three Most important criteria to make a move?

1. 
   
2. Criteria: Stable and growing Company
   
3. Criteria: Great culture
   
4. Criteria: 100% Remote
   

Interested in this candidate email

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