• Part-Time Personal Assistant (Investment Research, Data Analysis, Admin)

    Date Posted: 05/01/2018

    The initial need is for 20 hours per week but the role could evolve over time.  The needs are predominately project based with a focus on investment research, data analysis and some administrative items.  Preferred background is legal, accounting/finance, and investment analysis.  Work can be completed from candidate’s home and allows for flexibility of schedule.  The candidate must be detail-oriented, self-driven and discreet.  The position is ongoing so a preference is also given to candidates who are interested in long-term opportunities. 

    Please contact Patrick Boldischar, VP, Wealth Advisor at Wells Fargo, to express interest or with any questions.

  • Entry Level Capital Management

    Date Posted: 03/12/2017

    Overview:

    Advantus Capital Management is a wholly owned subsidiary of the Securian Financial Group and is a registered investment advisor with over $40 billion in assets under management.  We provide compelling investment solutions to our institutional clients through a wide array of active fixed income, real estate, managed volatility and passive- equity vehicles.

    Advantus is seeking a corporate bond analyst to support the growth of our public bond portfolios including both high grade and high yield credit.  The position is accountable for helping the research team achieve the investment objectives of various portfolio strategies within Advantus Capital.

    What you would do in this job:

    1. Develop and vet company financial models and credit templates.
    2. Develop and maintain exception reports to support oversight of the portfolio.
    3. Build accounting screens that highlight fundamental trends in individual credits or sectors.
    4. Support the credit underwriting process. 
    5. Make presentations to senior management, portfolio managers, and clients as required.

    What we'd expect from you:

    1. Excellent written and verbal communication skills including the ability to make concise arguments and defend viewpoints.
    2. Strong math and analytical skills including a deep understanding of financial accounting. Ability to distill and communicate critical issues and assumptions.
    3. Good modeling skills.
    4. A high level of curiosity, attention to detail, and a strong commitment to teamwork.
    5. Strong academic credentials and experience utilizing Excel.

    The job posting is available at www.securian.com/careers.  The listing is 18049. You can reply directly to the listing, or come to Susanna Gibbons for questions.

  • The Summer Business, Finance and Management Program in New York

    Date Posted: 03/12/2018

    Our program seeks to broaden the scope of New York's business life to our students, with both theoretical study and practical observation. Students enrolled in the Summer 3-Week Program will have each week 4 top level conferences of 3 hours each: International Finance, Business Policy and Strategy, Global Management, and Business Law with top level professors and guest speakers.

    Our professors graduated from some of the country's most prestigious Universities (Harvard University, NYU, Stern School of Business, etc.), and our guest speakers include top level professionals working in New York's most powerful and influential companies (Goldman Sachs, Morgan Stanley, Bank of America, Boston Consulting Group, Price Waterhouse, Wells Fargo. JP Morgan Chase, Accenture, KPMG, etc.).

    Numerous company visits with NYC professionals are organized during the 3-week Summer Program, as well as visits of the most prestigious financial and economic institutions of New York (Federal Reserve, New York Stock Exchange, Federal Hall, etc.). Our program constitutes a great opportunity for students to develop a professional network in America.

    Students visit the Federal Reserve and discover the world's biggest gold reserve, are welcomed by brokers in the New York Stock Exchange or attend a conference held by the CEO of a New York bank. Your students receive the keys to professional success and gain as much access to the inaccessible that our school offers to its students.

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  • Assistant Tax Preparer, All Star Financial - Minnapolis, MN

    Date Posted: 02/05/2017

    The Assistant Tax Preparer is a part-time position to assist with the preparation and filing of our clients’ tax returns.
    While prior tax preparation experience is ideal, experience is not necessary. Provided you meet the job qualifications, we’ll teach you what you need to know in order to help successfully assist in the preparation of client taxes returns. Flexible work hours may be an option.

    All Star Financial was founded in 1987 by Robert J. Klefsaas, as one of the first fee-only advisors in Minnesota. For the past 30 years, the firm has provided its clients with investment advisory services, retirement plan consulting, and comprehensive wealth planning. Our offices are in Bloomington.

    More information can be found in the flyer: PDF iconAssistant Tax Preparer Flyer (175.28 KB)

    If you are interested in applying, please email a resume to David Osterberg at davido@allstarfinancial.com