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Investment Project Analyst Jobs in Minnesota (NOW HIRING)

Mayo Clinic

Senior Business Analyst-Hybrid

Rochester, MN

$90K - $116K/yr

Examines costs, benefits and risks associated with the proposed investment/project and recommends ... Performs data analysis, defines and documents business requirements, supports translation to ...

Mayo Clinic

Senior Business Analyst - Legal

Rochester, MN · On-site

$94K - $121K/yr

Examines costs, benefits and risks associated with the proposed investment/project and recommends ... Performs data analysis, defines and documents business requirements, supports translation to ...

Mayo Clinic

Senior Business Analyst - Legal

Rochester, MN · On-site

$90K - $116K/yr

Examines costs, benefits and risks associated with the proposed investment/project and recommends ... Performs data analysis, defines and documents business requirements, supports translation to ...

Mayo Clinic

Senior Business Analyst - Legal

Rochester, MN · On-site

$90K - $116K/yr

Examines costs, benefits and risks associated with the proposed investment/project and recommends ... Performs data analysis, defines and documents business requirements, supports translation to ...

Mayo Clinic

Senior Business Analyst-Hybrid

Rochester, MN · On-site

$90K - $116K/yr

Examines costs, benefits and risks associated with the proposed investment/project and recommends ... Performs data analysis, defines and documents business requirements, supports translation to ...

Mayo Clinic

Senior Business Analyst-Hybrid

Rochester, MN · On-site

$90K - $116K/yr

Examines costs, benefits and risks associated with the proposed investment/project and recommends ... Performs data analysis, defines and documents business requirements, supports translation to ...

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Mayo Clinic

Senior Business Analyst - Legal

Rochester, MN · On-site

$97K - $136K/yr

Examines costs, benefits and risks associated with the proposed investment/project and recommends ... Performs data analysis, defines and documents business requirements, supports translation to ...

Mayo Clinic

Senior Business Analyst-Hybrid

Rochester, MN · On-site

$94K - $121K/yr

Examines costs, benefits and risks associated with the proposed investment/project and recommends ... Performs data analysis, defines and documents business requirements, supports translation to ...

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All JobsInvestment Project Analyst JobsInvestment Project Analyst Jobs in Minnesota

Investment Project Analyst information

What does an investment project analyst do?

An Investment Project Analyst evaluates the financial viability and potential returns of proposed investment projects. They conduct market research, analyze financial statements, build financial models, and assess risks to help guide investment decisions. Their work supports management in determining which projects to pursue, ensuring alignment with the organization’s strategic goals. Additionally, they may monitor ongoing projects to track performance and recommend adjustments as needed.

What are the key skills and qualifications needed to thrive as an investment project analyst, and why are they important?

To thrive as an Investment Project Analyst, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, economics, or business. Familiarity with tools like Excel, Bloomberg Terminal, and financial analysis software, as well as certifications such as CFA or FRM, are typically required. Excellent communication, attention to detail, and critical thinking skills help analysts effectively evaluate projects and present recommendations. These skills ensure accurate investment assessments, informed decision-making, and effective stakeholder communication, all crucial for project and organizational success.

What are some common challenges faced by investment project analysts, and how can they be addressed?

Investment Project Analysts often encounter challenges such as analyzing large volumes of complex financial data, managing tight deadlines for delivering recommendations, and coordinating input from multiple stakeholders. To address these challenges, strong organizational and communication skills are essential, as well as proficiency with financial modeling tools. Building collaborative relationships across departments and proactively seeking clarification on project goals can also help ensure accurate, timely analysis and more effective decision-making.

What is the difference between Investment Project Analyst vs Financial Analyst?

AspectInvestment Project AnalystFinancial Analyst
Primary FocusEvaluating investment projects, feasibility studies, and project-specific financial analysisAnalyzing overall financial data, budgeting, forecasting, and company performance
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA are commonBachelor's degree in finance, accounting, or related; CFA or CPA may be preferred
Work EnvironmentCorporate finance, investment firms, or consulting firmsCorporate finance departments, investment banks, or asset management firms

Both roles require strong financial analysis skills and relevant certifications. The Investment Project Analyst focuses on assessing specific investment projects, while the Financial Analyst evaluates broader financial data and company performance. They often work in similar environments within finance and investment sectors, but their core responsibilities differ in scope and focus.

Investment Analyst

Eagan, MN • On-site

Blue Cross and Blue Shield of Minnesota
Insurance Services • 1 - 5K employees
Learn more about Blue Cross and Blue Shield of Minnesotaexternal

$79K - $104K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Blue Cross Blue Shield Of Minnesota rating

7.1

Company rating: 7.1 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

Job description

About Blue Cross and Blue Shield of Minnesota
At Blue Cross and Blue Shield of Minnesota, we are committed to paving the way for everyone to achieve their healthiest life. We are looking for dedicated and motivated individuals who share our vision of transforming healthcare. As a Blue Cross associate, you are joining a culture that is built on values of succeeding together, finding a better way, and doing the right thing. If you are ready to make a difference, join us.
The Impact You'll Have
The Investment Analyst will support all aspects of enterprise investment portfolios. This includes but is not limited to strategic asset allocation recommendations, assessment of financial markets, investment performance management, development of investment strategies, liquidity management across the enterprise, assessment of investment risks, development of investment risks analysis and models, and development of investment board-related content. The Investment Analyst will work on multiple simultaneous projects at any given time. This Investment Analyst will report directly to the Investment Director.What You'll Do
  • Conduct investment, industry, market, and company research to support investment decisions, due diligence activities, and special projects.
  • Develop financial models, analytics, KPI reporting, forecasts, and performance analysis to provide insights on investment results, risks, and business performance.
  • Support investment management and risk monitoring processes by preparing reports, ensuring compliance with policies and controls, and maintaining relationships with key investment stakeholders.

How You'll Do It
  • Assist with industry, market, and company research.
  • Assist with commentary on performance results, including the impact of market factors and other drivers.
  • Assist with financial, analytical, and project management support for financial and operational due diligence processes.
  • Assist with the development of models, analytics, peer comparisons, management reporting, and key performance indicators (KPIs).
  • Participate in and assist with the preparation of monthly, quarterly, and annual reports, including budget/forecasting cycles.
  • Support investment management decision-making and compliance with investment policies.
  • Support the development of risk models and daily risk monitoring through operational and systematic controls and reports.
  • Adhere to conducting work through development and approved policies, processes, and controls to ensure compliance and to mitigate risks for the organization.
  • Establish, develop, and maintain effective relationships with an investment contact network to maximize the flow of information and enhance the research process.
  • Provide research and decision support related to special projects as needed.
  • Performs additional responsibilities consistent with the scope and level of the role, as assigned.
Required Skills & Experience
  • 3+ years of related finance professional experience.
  • Bachelor's degree; in lieu of a degree, an additional two years of relevant experience beyond the qualifications listed above may be accepted.

Preferred Skills & Experience
  • Ability to tailor communication to varied audiences, actively listen to uncover requirements, and ensure accurate and timely information exchange.
  • Ability to analyze information, identify patterns and root causes, and collaborate with partners to implement practical solutions.
  • Ability to effectively organize work, balance competing priorities, and manage time across multiple responsibilities and deadlines.
  • Demonstrated knowledge in financial industry and insurance industry (i.e., health, captive, and/or life).
  • Knowledge of financial markets, treasury, investments, risk management.
  • Knowledge of financial markets, enterprise treasury, investments and risk management.
  • Knowledge of NAIC, SEC, and IRS rules and regulations.
  • Experience with Bloomberg Analytics, FactSet, and TMS systems (i.e., Kyriba).
Role Designation
Hybrid
Role designation definition:
  • Teleworking is working full time remote.
  • Hybrid is a minimum of 2 days onsite.
  • Onsite is full-time onsite.

Anchored in Connection
Our hybrid approach is designed to balance flexibility with meaningful in-person connection and collaboration. We come together in the office two days each week - most teams designate at least one anchor day to ensure team interaction. These in-person moments foster relationships, creativity, and alignment. The rest of the week you are empowered to work remote.
Compensation and Benefits
$79,100.00 - $104,800.00 - $130,500.00 Annual
Pay is based on several factors which vary based on position, including skills, ability, and knowledge the selected individual is bringing to the specific job.
We offer a comprehensive benefits package which may include:
  • Medical, dental, and vision insurance
  • Life insurance
  • 401k
  • Paid Time Off (PTO)
  • Volunteer Paid Time Off (VPTO)
  • And more

To discover more about what we have to offer, please review our benefits page.
Equal Employment Opportunity Statement
At Blue Cross and Blue Shield of Minnesota, we are committed to paving the way for everyone to achieve their healthiest life. Blue Cross of Minnesota is an Equal Opportunity Employer and maintains an Affirmative Action plan, as required by Minnesota law applicable to state contractors. All qualified applications will receive consideration for employment without regard to, and will not be discriminated against based on any legally protected characteristic.
Individuals with a disability who need a reasonable accommodation in order to apply, please contact us at: talent.acquisition@bluecrossmn.com.
Blue Cross® and Blue Shield® of Minnesota and Blue Plus® are nonprofit independent licensees of the Blue Cross and Blue Shield Association.
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