PrairieView Partners, LLC (St. Paul, MN) seeking a Portfolio Analyst

PrairieView Partners, LLC, is a steadily growing, downtown St. Paul-based, fee-only financial planning/wealth management firm with an affiliated CPA firm that provides comprehensive cash flow, investment, financial, tax, and estate planning consultation to individuals and families with a net worth of $2 million to $15 million. We are seeking to grow our team by adding an individual with interest investments, markets, financial planning and the technology that supports those fields.

Job Description:
The Portfolio Analyst will support the Financial Planning and Investment Management teams with investment operations, trade execution, portfolio analysis, and investment projects. The Portfolio Analyst will also work closely with other team members on firm-wide operational tasks and projects in support of the Investment Management team. The successful hire will have a strong academic background in the areas of business, economics, finance and/or investments, have an ability to learn quickly, have close attention to detail, work well with little supervision, and collaborate with other team members.

Responsibilities of Role:
1. Perform daily tasks for investing and raising cash in client portfolios
2. Support the periodic review and rebalancing of client portfolios
3. Create investment presentations and materials for client review meetings
4. Implement new client portfolios including ensuring accuracy of data and performing initial rebalancing
5. Assist investment and operations teams with investment-related operational tasks including managing data integrity, maintaining portfolio accounting and trading software, account reconciliation, etc.
6. Support portfolio performance reporting
7. Maintain and update proprietary investment analysis and reporting models and templates
8. Analyze prospective client investment portfolios and prepare presentations of analysis
9. Contribute to Investment tasks and projects and operational projects that support the Investment team
10. Interact with custodial partners including Charles Schwab, TD Ameritrade, Fidelity, and TIAA
11. Utilize our technology suite including Tamarac Reporting and Tamarac Trading platforms

Desired Skills and Experience:
1. Bachelor’s Degree or equivalent experience in business, accounting, finance, economics or related field.
2. Must have general understanding and interest in investment topics such as capital markets, asset classes, asset allocation, diversification, taxation of investments, investment vehicles, etc.
3. Basic understanding of financial planning, i.e. disciplines of advice, difference between wealth management and money management, goal-based planning, etc.
4. High level of Excel and PowerPoint proficiency
5. Willingness to work across functions including investment management and investment-related operations
6. Must be extremely detail oriented with a high degree of accuracy in work outputs.
7. Curious mindset and continuous learner
8. A self-starter who takes responsibility for his/her work

9. Excellent communications (verbal and written) and organizational skills.
10. Impeccable ability to maintain confidentiality.
11. A team player who will thrive in a smaller company environment.
12. Ability to set priorities between a variety of tasks and a frequent heavy volume of work.

1. Bachelor’s Degree from an accredited college or university
2. CFP or CFA designations or progress toward is not required, but considered a plus
3. 0-5 years of experience in Financial Planning, Investment Management or related fields
4. Finra Series 65 or attainment within first 90 days of hire

Salary and Benefits:
1. Competitive salary based on experience and qualifications
2. Profit Participation Plan
3. 401k with company match and profit sharing contributions
4. Career track available
5. Health insurance
6. Group life insurance
7. Short-term and Long-term disability insurance
8. Paid time off
9. Annual contribution for continuing professional education and development
10. Opportunity to work at a growing firm with an outstanding team!

Who Should Apply
If you are a driven, curious, detail oriented, and self-starting professional, you should apply.
If you have a strong interest in financial planning and investment management, you should apply
If working in a fast-paced but friendly and collegial atmosphere is appealing to you, you should apply.
If the opportunity to work with and learn from a team of CFP®s, CPAs and CFA Charterholders is appealing to you, you should apply.
If you did your homework on our firm and what we do for our clients, and you want to join our team, you should apply.

Who Should Not Apply
People looking first and foremost for a very structured experience and/or a big company name on their resume should move on. If you are not a good fit for working on an team that takes pride in the culture and the clients above all else, this opportunity is not a good fit. PrairieView Partners functions as a team from the owners on down.

If you need to be told what to do every second of the day or if you are someone who cannot get his or her work done PrairieView Partners is not the place for you.

If you are firing off your resume, cutting and pasting a cover letter to every available opportunity without fully understanding the brand, culture and team you want to work with, please move on. If you don’t take the time to learn as much as you can about us, we are not interested in taking time to learn about you.

We are a small business that cannot get our hiring wrong – if you can’t be patient with our decision-making process, you will not make it through our interviews.

How to Apply:
1. Learn about our firm at
2. Please send your resume to
3. Please include a cover letter indicating why you are interested in this position and why you may be a good fit for our team