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Junior Financial Operations Analyst Jobs in Minnesota

Helping the customers and businesses we serve to make better and smarter financial decisions and ... Analyze data and generate reports to support decision-making and operational insights * Partner ...

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This is a direct hire opportunity offering the chance to support high-level financial operations in ... Partner closely with FP&A leadership to support team priorities and act as a resource to junior ...

Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing ... Selene is seeking a qualified candidate for the Operations Analyst position ("Analyst"). This ...

Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing ... Selene is seeking a qualified candidate for the Operations Analyst position ("Analyst"). This ...

Senior Financial Analyst

Saint Paul, MN ยท On-site

$86K - $107K/yr

Deliver ad-hoc financial and operational analysis Business Support * Partner with cross-functional teams to improve financial processes * Assist in building business cases and ROI analysis * Provide ...

The position Deposit Ops Analyst II (Wires Department) performs daily operational tasks that are ... Minimum 2 years of related experience in the financial services industry * Intermediate experience ...

Sr. Operations Analyst

New Ulm, MN ยท On-site

$85K - $105K/yr

Bachelor's degree in Business Analytics, Engineering, Finance, or related field (or equivalent ... Multi-site or global manufacturing operations Success in This Role Looks Like You'll help create ...

Sr. Operations Analyst

New Ulm, MN ยท On-site

$85K - $105K/yr

Bachelor's degree in Business Analytics, Engineering, Finance, or related field (or equivalent ... Multi-site or global manufacturing operations Success in This Role Looks Like You'll help create ...

Showing results 21-40

Junior Financial Operations Analyst information

What does a junior financial operations analyst do?

A Junior Financial Operations Analyst supports the finance team by analyzing financial data, preparing reports, and monitoring transactions to ensure accuracy and compliance. They assist with budgeting, forecasting, and identifying discrepancies or trends in financial records. Additionally, they often collaborate with other departments to streamline financial processes and help implement improvements. This entry-level role is ideal for individuals looking to gain experience in financial analysis and operations within a business setting.

What are the key skills and qualifications needed to thrive as a junior financial operations analyst, and why are they important?

To thrive as a Junior Financial Operations Analyst, you need strong analytical skills, attention to detail, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial software like Excel, ERP systems, and possibly certifications such as CFA Level I or FMVA are often required. Excellent communication, time management, and problem-solving abilities help you collaborate effectively and adapt in a dynamic environment. These abilities are crucial for ensuring accurate financial reporting, effective process management, and supporting the organization's overall financial health.

What are some common challenges a junior financial operations analyst may face during their first year, and how can they be overcome?

Junior Financial Operations Analysts often encounter challenges such as managing large volumes of financial data, adapting to new financial systems, and meeting tight reporting deadlines. To overcome these, it's important to develop strong attention to detail, leverage available training resources on company software, and communicate proactively with team members to clarify expectations. Building relationships with senior analysts and seeking feedback can help accelerate learning and ease the transition into the role.

What is the difference between Junior Financial Operations Analyst vs Financial Analyst?

AspectJunior Financial Operations AnalystFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; some certifications like CFA or CPA are a plusBachelor's degree; often more advanced certifications or experience preferred
Work EnvironmentEntry-level, operational focus, supporting finance teams in daily tasksAnalytical, strategic focus, preparing reports and financial modeling
Employer & Industry UsageCommon in finance departments of corporations, banks, and financial servicesUsed across industries for financial planning, investment analysis, and reporting

The Junior Financial Operations Analyst primarily handles operational tasks and supports daily financial processes, while the Financial Analyst focuses on analyzing financial data, creating reports, and strategic planning. Both roles require similar educational backgrounds, but the Financial Analyst role typically demands more experience and analytical skills.

What job categories do people searching Junior Financial Operations Analyst jobs in Minnesota look for?

The top searched job categories for Junior Financial Operations Analyst jobs in Minnesota are:

What cities in Minnesota are hiring for Junior Financial Operations Analyst jobs?

Cities in Minnesota with the most Junior Financial Operations Analyst job openings:

Junior Fixed Income Analyst

PTMA Financial Solutions

Saint Louis Park, MN โ€ข On-site

$70K - $85K/yr

Full-time

Posted 18 days ago


Job description

PTMA Financial Solutions, provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities plus stable deposit funding solutions for financial institutions. Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm's primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.
Job Summary:
The Analyst supports fixed income credit research and surveillance of assigned industry sectors working closely with portfolio managers. In this role the analyst supports the separate account portfolio management team and further contributes to the broader risk management function.
Duties/Responsibilities:
  • Support the portfolio management team's implementation of credit exposure into separately managed accounts. Conduct quantitative and fundamental analysis and relevant research to support the research process.
  • Support portfolio managers and investment committee by performing quantitative/qualitative analyses, ratings assignments and reviews, relative value assessments, and providing appropriate profile updates and changes.
  • Assist with written reports on earnings releases/other impactful updates and communicate findings and insights to the investment team for its inclusion in portfolio strategy and positioning.
  • Ongoing monitoring of separately managed account exposures. Utilize various financial news and data sources, investment industry research and publications, and regulatory releases to analyze sector/credit trends.
  • Maintain and support financial models, evaluate sector statistics, and provide peer analysis to support recommendations and anticipate potential changes to quality profiles.
  • Support internal models and the methodology for systems utilized by the team in the credit research process. Identify opportunities for improved risk management across our disciplines.
  • Proven quant skills. Prepare and develop reports to support the Portfolio Management Team and client reporting as needed or to be used as decision support for executive and client facing meetings.
  • Collaborate and provide backup support to the Quantitative and Risk Analyst functions as needed
  • Develop proficiency with key research and portfolio management tools, including Bloomberg, Clearwater Analytics, S&P, PTMA databases

Required Skills/Abilities:
  • Working knowledge of the security types held across SMA portfolios, including fixed income instruments such as corporate bonds, treasuries, agency mortgages, CMBS, CMOs, municipal bonds, and preferreds.
  • Solid understanding of fixed income and equity trade settlement, custody operations, and corporate actions processing.
  • Strong attention to detail and accuracy
  • Ability to research and resolve data discrepancies independently, and to escalate matters requiring senior review in a timely, well-documented manner.
  • Effective written and verbal communication skills, including the ability to provide clear, timely notification to Portfolio Managers and team members.
  • Demonstrates effective collaboration across a multi-disciplinary team environment, including Middle Office, Settlements, Sales, Portfolio Management, and Onboarding and Offboarding.
  • Ability to manage multiple priorities and adapt quickly to shifting business needs
  • Strong analytical mindset with the ability to think both conceptually and at the transaction level.
  • Advanced Microsoft Excel skills, including pivot tables, lookups, formulas, data validation, and reconciliation workflows across large data sets; experience with Python or other tools for large-scale data analysis is a plus.

Education and Experience:
  • Bachelor's degree required, preferably in Finance, Economics, Mathematics or a related field with a preference for progress toward CFA and/or MBA
  • 1 to 3 years of experience in the investment management or investment banking industry as an entry level fixed income trader or analyst
  • Proficient in Microsoft Word, PowerPoint, and Outlook.

Physical Requirements: Must be able to work at a computer for long periods of time. Lift up to 15 lbs.
NO AGENCIES PLEASE
The pay range for this role is:
70,000 - 85,000 USD per year (Minnesota- SLP)