ABOUT THIS ROLE

Panoramic Wealth Advisors is seeking a highly analytical and motivated Investment Analyst to support portfolio management, trading, and investment research for our growing financial planning practice. This role offers meaningful responsibility within a collaborative, unique team environment. You will play a key role in shaping portfolio strategy, executing trades, and contributing to investment decisions that directly impact client outcomes. We are looking for someone who thrives in a fast-paced, detail-oriented environment and is eager to grow within an investment-focused career path.

WHAT YOU WILL BE DOING

Portfolio Management & Strategy Develop and maintain asset allocation frameworks for model portfolios Identify portfolio adjustments, rebalancing, and reallocation strategies Support ongoing portfolio risk management and performance consistency initiatives Assist in preparing portfolio and performance reviews for client meetings Trading & Implementation Serve as primary trader for both individual client accounts and model portfolios Review and evaluate trades, account activity, and implementation accuracy Maintain systems to support efficient trading and portfolio monitoring Research & Investment Committee Support Conduct investment research across asset classes for portfolio decision-making Support Investment Committee discussions with data, analysis, and insights Generate reports to support implementation of investment strategies Identify opportunities to improve portfolio efficiency and reduce risk Data, Reporting & Analysis Create and maintain spreadsheets, models, and reports related to investments and client data Utilize analytical software to assess performance, risk, and investment style Perform ongoing account audits to ensure accuracy and alignment with strategy Advisor & Team Collaboration Serve as a key resource for advisors on investment-related questions Communicate investment insights clearly and professionally (written and verbal) Collaborate closely with team members to support client outcomes and firm growth

WHAT MAKES YOU A GREAT FIT

Strong analytical mindset with excellent quantitative and problem-solving skills Detail-oriented with a high level of accuracy and accountability Self-starter who can manage multiple priorities and meet deadlines Clear and professional communicator with strong interpersonal skills Passion for investment management and financial markets Positive attitude, strong work ethic, and eagerness to learn

BENEFITS 401

(k) with matching contributions Dental insurance Disability insurance Flexible schedule Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Tuition reimbursement Vision insurance

Qualifications:

Location :

Minnetonka, MN Schedule :

Full Time, In-Office Education -

Required :

Bachelor s degree CFA designation 5+ years office experience Work Model This role is in-office to support collaboration, trading execution, and team integration. Our practice operates primarily in-office which supports our team s goals of collaboration, high level of client service, and has allowed for the growth of our team for decades. Due to the size and support available within our team, we also offer flexibility for occasional remote work when appropriate.

OUR TEAM'S MISSION

Our overall goal is to be our clients go-to resource for financial planning and wealth management services. We believe our experience providing customized and knowledgeable financial advice helps our clients simplify their financial lives and can offer clarity in our increasingly complex world. Together, we systematically review progress toward client goals and adjust our strategy and investment plan to reflect personal and economic changes as needed. Our experience is combined with a sincere interest in each of our clients financial objectives. This position will be an employee/contractor of an independent Franchise Advisor, not of Ameriprise Financial.