The Pohlad Companies
Position Investment Analyst
Department Investments Department
Reports To Vice President
Salary Range $50,000 to $75,000
About The Pohlad Companies
Founded by legendary entrepreneur Carl R. Pohlad, in the 1950s, The Pohlad Companies are built on a strong
foundation of business knowledge and entrepreneurial success. The organization encompasses banking,
financial services, entertainment, commercial real estate, retail, automotive, energy, and technology industries,
as well as ownership of Major League Baseball’s Minnesota Twins.
The Pohlad Companies (www.pohladcompanies.com) is based in Minneapolis, Minnesota and employs 3,500
people throughout 40 markets coast-to-coast. Managed today by the second generation of the Pohlad family,
our business interests continue to grow and diversify, while our 31 operating companies remain united through
common ownership, shared values, and commitment to customers and employees.
The Pohlad Companies are seeking a highly motivated professional to join the investment team as an analyst.
The Investment Analyst is an integral member of the team and will be given the opportunity to actively
participate in all aspects of the investment process with some exposure to senior management.
This position resides in the investment department at the holding company level and will provide analytical
support to the Investment Committee. The Investment Committee governs and manages all investment
portfolios of the organization including the Carl & Eloise Pohlad Family Foundation. From time to time this
position may be called upon to provide analytical support to various special projects and private equity
Responsibilities of the Investment Analyst
Assist in the evaluation and due diligence of prospective investments
Author short-form investment approval memorandums
Prepare month end investment portfolio holding reports and variance commentary
Monitor portfolio investment performance, asset allocations, and cash flows
Generate portfolio performance packages for the Investment Committee
Create/maintain ad hoc reports
Support special projects and private equity transactions as needed
Candidates need to have demonstrated a strong track record of academic, work, and analytical experience.
4-year degree from a top-tier school, preferably accounting, finance, mathematics, or other related field
Knowledge of financial markets, portfolio management, and investment strategies preferred
Experience in investment banking, accounting/audit, hedge fund or private equity preferred
Demonstrated strong finance, accounting, research, and analytical skills
Articulate and capable of expressing complicated ideas orally and in writing
Advanced skills in Microsoft Office with proficiency in Excel and PowerPoint
High level of initiative, motivation, problem solving, and attention to detail in a dynamic deadline driven
environment with competing priorities
Ability to work in a close-knit team environment while at the same time acting in a self-directed manner
Investment Analyst is required to travel up to 10%
The Company reserves the right to revise or change job duties and responsibilities as the need arises. This
job description does not constitute a written or implied contract of employment.