Associate Portfolio Manager & Investment Analyst
CFA Institute
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Benefits offered by this job
Job summary
Panoramic Wealth Advisors seeks an Investment Analyst to support portfolio management, trading, and investment research for our wealth management practice in Minnetonka, MN. This in-office role emphasizes collaboration, detail-oriented analysis, and data-driven decision-making.
You will help shape portfolio strategy, execute trades, and produce insights for investment decisions that impact client outcomes. The position supports growth within an investment-focused career path and requires strong
Qualifications
- Bachelor’s degree and CFA designation required.
- 5+ years of office experience preferred.
Responsibilities
- Develop and maintain asset allocation frameworks for model portfolios.
- Identify portfolio adjustments, rebalancing, and reallocation strategies.
- Support ongoing portfolio risk management and performance reviews.
Skills
Education
Job description
Panoramic Wealth Advisors is seeking a highly analytical and motivated Investment Analyst to support portfolio management, trading, and investment research for our growing financial planning practice.
This role offers meaningful responsibility within a collaborative, unique team environment. You will play a key role in shaping portfolio strategy, executing trades, and contributing to investment decisions that directly impact client outcomes.
We are looking for someone who thrives in a fast-paced, detail-oriented environment and is eager to grow within an investment-focused career path.
- Develop and maintain asset allocation frameworks for model portfolios
- Identify portfolio adjustments, rebalancing, and reallocation strategies
- Support ongoing portfolio risk management and performance consistency initiatives
- Assist in preparing portfolio and performance reviews for client meetings
- Serve as primary trader for both individual client accounts and model portfolios
- Review and evaluate trades, account activity, and implementation accuracy
- Maintain systems to support efficient trading and portfolio monitoring
- Conduct investment research across asset classes for portfolio decision-making
- Support Investment Committee discussions with data, analysis, and insights
- Generate reports to support implementation of investment strategies
- Identify opportunities to improve portfolio efficiency and reduce risk
- Create and maintain spreadsheets, models, and reports related to investments and client data
- Utilize analytical software to assess performance, risk, and investment style
- Perform ongoing account audits to ensure accuracy and alignment with strategy
- Serve as a key resource for advisors on investment-related questions
- Communicate investment insights clearly and professionally (written and verbal)
- Collaborate closely with team members to support client outcomes and firm growth
- Strong analytical mindset with excellent quantitative and problem-solving skills
- Detail-oriented with a high level of accuracy and accountability
- Self-starter who can manage multiple priorities and meet deadlines
- Clear and professional communicator with strong interpersonal skills
- Passion for investment management and financial markets
- Positive attitude, strong work ethic, and eagerness to learn
- 401(k) with matching contributions
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Tuition reimbursement
- Vision insurance
- Bachelor’s degree
- CFA designation
- 5+ years office experience
This role is in-office to support collaboration, trading execution, and team integration.
Our practice operates primarily in-office which supports our team's goals of collaboration, high level of client service, and has allowed for the growth of our team for decades. Due to the size and support available within our team, we also offer flexibility for occasional remote work when appropriate.
Our overall goal is to be our clients' "go-to" resource for financial planning and wealth management services. We believe our experience providing customized and knowledgeable financial advice helps our clients simplify their financial lives and can offer clarity in our increasingly complex world. Together, we systematically review progress toward client goals and adjust our strategy and investment plan to reflect personal and economic changes as needed. Our experience is combined with a sincere interest in each of our clients' financial objectives.
This position will be an employee/contractor of an independent Franchise Advisor, not of Ameriprise Financial.
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