Job Description
JOB SUMMARY
Carlson Holdings, Inc. and the Tonkawa family office, is seeking a full time Investment Analyst to participate in the management of the Tonkawa-related investment portfolios and wealth planning needs of our clients. This is a generalist role that will be responsible for evaluating investment opportunities across all major asset classes. The position reports to the Senior Director, Investments and will work with the internal investments team, other internal departments, external investment managers and third party service providers.
At Carlson Holdings, we believe every voice matters and aim to create a workplace where team members feel welcome. We prioritize diversity of thought, experience, and background and are committed to creating a more inclusive future, both inside our company and in our communities. Our team takes collective pride in its work product, professionalism and discretion.
Our office is located in the Carlson towers in Minnetonka and features many amenities including an onsite café and fitness center. We offer a hybrid work environment, competitive compensation, and a comprehensive benefits package. The successful candidate must reside in or near the Minneapolis metropolitan area and be able to work in our Minnetonka office at least three days per week.
KEY RESPONSIBILITIES
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