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Manager Portfolio Performance Analyst Jobs in Minnesota

Bridgestone

Sr. Manager, Portfolio Strategy

Tower, MN · On-site

Identifying and analyzing industry/geographic trends and competitor market strategies and ... Monitor portfolio performance and key real estate KPIs, identifying opportunities to improve market ...

Abbott

Product Performance Analyst I

Saint Paul, MN · On-site

$50K - $101K/yr

Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading ... Candidate must be able to work well independently and on teams in a busy department while managing ...

New

Abbott

Product Performance Analyst I

Saint Paul, MN

$50K - $101K/yr

Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading ... One role is that of complaint investigation management which includes all activities pertaining to ...

Land O'Lakes

Seed Portfolio Manager

Arden Hills, MN

Core responsibilities include portfolio strategy, market and competitive analysis, forecasting and ... Monitor portfolio performance (share, volume, margin, inventory health) and recommend corrective ...

Abbott

Product Performance Analyst I

Saint Paul, MN · On-site

$50K - $101K/yr

Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading ... One role is that of complaint investigation management which includes all activities pertaining to ...

Abbott

Product Performance Analyst I

Saint Paul, MN · On-site

$50K - $101K/yr

Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading ... One role is that of complaint investigation management which includes all activities pertaining to ...

New

Cargill

Senior Analyst, Corporate Strategy

Wayzata, MN · On-site

$90K - $110K/yr

The Senior Analyst, Corporate Strategy job partners to assess enterprise and portfolio performance ... PORTFOLIO & PERFORMANCE ASSESSMENT: Partners to assess industry structure, business models, key ...

Artius Solutions

Portfolio Analyst

Minneapolis, MN · On-site

$55 - $59/hr

Portfolio Analyst - Clinical Product Support Location: Minneapolis, MN (Hybrid - Local candidates ... clinical product management within a healthcare environment. The ideal candidate will be ...

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Manager Portfolio Performance Analyst information

How does a manager portfolio performance analyst typically collaborate with other departments to optimize investment outcomes?

As a Manager Portfolio Performance Analyst, you will regularly collaborate with teams such as portfolio management, risk, and client relations. This cross-functional interaction is essential for analyzing performance data, identifying trends, and providing actionable insights that inform investment strategies. Effective communication and teamwork are crucial, as you may present findings to senior leadership or clients, and work with IT or data teams to improve reporting tools. These collaborations help ensure that investment decisions are well-informed and aligned with organizational goals.

What does a manager portfolio performance analyst do?

A Manager Portfolio Performance Analyst is responsible for overseeing the evaluation and reporting of investment portfolio performance. They analyze financial data, monitor portfolio returns, assess risk, and identify trends to help organizations optimize their investment strategies. This role often involves preparing detailed reports for senior management, ensuring compliance with investment guidelines, and collaborating with other teams to improve performance outcomes. Strong analytical skills and knowledge of financial markets are essential for this position.

What are the key skills and qualifications needed to thrive as a manager portfolio performance analyst?

To thrive as a Manager Portfolio Performance Analyst, you need strong analytical skills, financial acumen, and experience in portfolio management, often supported by a degree in finance, economics, or a related field. Familiarity with portfolio analysis tools, advanced Excel, data visualization platforms, and certifications like CFA or FRM are typically required. Exceptional communication, attention to detail, and leadership abilities help you convey insights and drive team performance. These skills are crucial for accurately assessing investment performance, mitigating risk, and supporting strategic decision-making in investment management.

What is the difference between Manager Portfolio Performance Analyst vs Portfolio Analyst?

AspectManager Portfolio Performance AnalystPortfolio Analyst
ResponsibilitiesOversees portfolio performance, develops strategies, manages teamAnalyzes portfolio data, prepares reports, supports decision-making
Required CredentialsBachelor's degree, possibly certifications like CFABachelor's degree, often similar certifications
Work EnvironmentFinancial firms, investment departmentsFinancial firms, asset management companies
Employer UsageUsed in roles with managerial oversightUsed in analytical support roles

The Manager Portfolio Performance Analyst typically has leadership responsibilities, overseeing performance strategies and teams, while the Portfolio Analyst focuses on data analysis and reporting. Both roles require similar credentials and are found in similar environments, but differ in scope and seniority.

What are the most commonly searched types of Portfolio Performance Analyst jobs in Minnesota? The most popular types of Portfolio Performance Analyst jobs in Minnesota are:
What cities in Minnesota are hiring for Manager Portfolio Performance Analyst jobs? Cities in Minnesota with the most Manager Portfolio Performance Analyst job openings:
Manager Portfolio Performance Analyst jobs near you

Business Performance Analyst

Road Machinery and Supplies Co..

Savage, MN • On-site

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 10 days ago

Job description

Road Machinery & Supplies Co. is looking for an Business Analyst at its Savage, MN branch. In this role, the Business Analyst will extract CDK (RMS’ ERP system) data and create reports to support the managing of machine and equipment inventory. Under direction of the Vice President of Sales & Product Support the Business Analyst may work with other stakeholders to provide information that will help manage our multi-million-dollar fleet of inventory.

Why Join RMS?

Joining RMS means becoming part of a respected, employee-focused organization with over 100 years of supporting customers, employees, and communities across the Upper Midwest and Texas. As a Business Analyst, you will have the opportunity to work closely with RMS leaders, turn data into meaningful business insights, and contribute directly to decisions that improve performance, efficiency, and customer service. RMS offers a collaborative environment where initiative, practical problem solving, continuous improvement, and accountability are valued.

As a member of the team, you will enjoy:

  • Work Culture – RMS is family-owned and treats their team members right. RMS values long term relationships with our customers, vendors, and each other.
  • Career Opportunities – Experience a career with the support and encouragement to develop yourself and others.
  • Competitive Compensation Packages – Based on experience and other factors.
  • Full Benefits Package – Including medical, dental, life, 401(k), and vacation.
  • Stability and Reputation – RMS has been in business for over 100 years and continues to grow.

Position Summary

The Business Analyst is responsible for supporting data-driven decision-making across Road Machinery & Supplies Co. by analyzing financial, operational, sales, rental, service, and parts information. This role works closely with Finance, Accounting, Business Intelligence, Information Technology, and operational leaders to develop reports, improve business processes, identify trends, and provide actionable insights that support profitable growth and operational efficiency.

Key Responsibilities

  • Analyze financial and operational data to identify trends, variances, opportunities, and risks across branches, departments, and business lines.
  • Develop, maintain, and improve recurring reports, dashboards, and business intelligence tools using systems such as CDK, Power BI, Targit, Excel, or other company reporting platforms.
  • Support monthly and quarterly financial review processes by preparing margin analysis, expense analysis, revenue trends, service department related KPI’s, equipment sales analysis, rental performance, and commission-related reporting.
  • Partner with Finance, Accounting, IT, and department leaders to gather business requirements and translate them into reporting, process, or system solutions.
  • Assist with budgeting, forecasting, profitability analysis, and performance measurement for branches, departments, product lines, and strategic initiatives.
  • Evaluate current business processes and recommend improvements to increase accuracy, efficiency, consistency, and visibility.
  • Validate data accuracy, reconcile report outputs to source systems, and document assumptions, definitions, and reporting logic.
  • Prepare ad hoc analyses for leadership, including customer, sales, inventory, rental, service, parts, margin, operating expense, and working capital analysis.
  • Support system implementation, integration, testing, and reporting projects as business needs evolve.
  • Communicate findings clearly through written summaries, dashboards, presentations, and discussions with stakeholders at various levels of the organization.
Required Qualifications
  • Bachelor’s degree in Finance, preferred, and experience or recent curriculum focused on data analytics; equivalent experience may be considered.
  • Two or more years of experience, preferred but recent college graduates are welcome, in business analysis, financial analysis, accounting, operations analysis, data analytics, or a related financial / analytical curriculum.
  • Strong Microsoft Excel skills, including formulas, pivot tables, data validation, lookups, and financial or operational modeling.
  • Experience working with reporting tools, business intelligence platforms, ERP systems, dealer management systems, or database-driven reporting environments.
  • Ability to analyze large datasets, identify meaningful patterns, and convert findings into practical business recommendations.
  • Strong written and verbal communication skills with the ability to explain financial and operational information to both technical and non-technical audiences.
  • High attention to detail, sound judgment, and ability to manage multiple priorities while meeting deadlines.
Preferred But Not Required Qualifications
  • Experience with business intelligence and reporting tools.
  • Working knowledge of accounting principles, gross margin analysis, inventory, rental fleet economics, service operations, and branch-level financial reporting.
Core Competencies
  • Analytical thinking and problem solving
  • Financial and operational acumen
  • Data accuracy and attention to detail
  • Curiosity and continuous improvement mindset
  • Ability to collaborate across departments and locations
  • Clear communication and professional presentation skills
  • Initiative, accountability, and follow-through
Work Environment and Physical Requirements

This position primarily works in a professional office environment and may require occasional interaction with branch personnel, operational teams, or system users across company locations. The role requires regular use of a computer, business systems, spreadsheets, reporting tools, and communication platforms. Occasional travel to RMS locations may be required based on business needs.

About Road Machinery & Supplies Co.

Road Machinery & Supplies Co. is a distributor of construction and mining equipment with sales and support operations throughout the Upper Midwest. RMS is a multiline dealer, representing the best brands of construction equipment in the industry, including Komatsu, KPI-JCI, Epiroc, SENNEBOGEN, Gomaco, LeeBoy, Roadtec, and BOMAG.

At Road Machinery & Supplies Co. we understand our customers depend on our expertise, performance, and commitment to avoid downtime, lost production, and cost over-runs. Our employees are committed to providing the services, technical support, and product solutions that let our customers complete their projects on schedule and within budget, allowing their businesses to thrive. We also invite you to visit our website at www.rmsequipment.com to apply online. Equal Opportunity Employer.