Investment Analyst jobs in Minneapolis, MN

If you’re self-motivated and have an entrepreneurial spirit, Devenir may be the right place for you. As an emerging leader in the financial services industry, Devenir provides a wealth of opportunities for career development.

At Devenir, we encourage creative thinking with support and mentoring from experienced members. We’re looking for talented individuals with a proven track record of achievement. You must also have strong written and verbal skills, a willingness to work hard and a desire to contribute to the growth of our business.

Job Summary:

The Investment Analyst gathers and analyzes financial information to create and support quality investment options for the Health Savings Account (HSA) marketplace.

Duties/Responsibilities:

• Applies quantitative and qualitative analysis of mutual funds to determine suitability for presentation to internal investment committee.
• Prepares and presents periodic customized client presentations to client decision-making groups, management, and executive leadership
• Monitors developments in a holding’s underlying attributes that may alter the investment’s objectives/strategy.
• Review investment processes regularly to identify areas of process improvement.
• Assists in the data collection, analysis, and production of leading HSA industry research.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Understanding of broader financial market trends and economic principles
• Strong critical thinking, analytical and problem-solving skills.
• Ability to create practical insights from large amounts of data.
• Establish and nurture productive relationships with clients and mutual fund companies.
• Excellent interpersonal skills and the ability to work as a productive part of a team.
• Willingness to “roll up his/her sleeves” and work in a lean start-up like environment.
• Ability to present complex financial concepts in an easy-to-understand way.

Education and Experience:

• Bachelor’s degree in finance or related field required.
• 1-2 years of business experience, preferably in the investment field.
• Experience with defined contribution plans and mutual fund manager due diligence is considered a plus.
• General securities licenses or willingness to pursue CFA preferred.

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• Flexible schedule
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Work Location: Hybrid remote in Minneapolis, MN 55437