Portfolio Strategy & Trading Analyst

CFA Institute; Minnetonka (MN); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

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

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

Analytical mindset

Attention to detail

Self-starter

Clear communicator

Investment knowledge

Team collaboration

Education

Bachelor’s degree

CFA designation

Job description

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