Accredited Investors Wealth Management® · 15 hours ago
Investment Operations Analyst
Edina, MN
Full-time
Onsite
Entry, Mid Level
$63K/yr - $102K/yr
2+ years expAccredited Investors Wealth Management® is a firm focused on delivering exceptional wealth management services. They are currently seeking an Investment Operations Analyst to work with the Investment Management and Operations teams, ensuring accuracy in investment processes and supporting daily operations.
ConsultingFinanceFinancial ServicesWealth Management
Hiring Manager
Nicole Aristi
Responsibilities
Work directly with the Investment Management and Operations teams, as well as other individuals within the firm
Process investment model changes in a timely and tax efficient manner
Diligently oversee and take ownership of the daily rebalancing process through Tamarac Rebalancer
Monitor client tax situations and perform tax loss harvesting trades when necessary
Assist with the administration of the Portfolio Management Software (Tamarac Advisor View)
Assist with billing transaction reconciliation and other month-end processes
Collaborate with the wealth management team in assisting with monitoring daily cash flow
Lead and participate in special projects and assignments
Provide primary back-up and support to other investment operation team members
Qualification
Required
A pleasant, professional, and positive demeanor
Basic knowledge of capital markets
Excellent organizational and time management skills with consistent follow-through
Ability to receive and provide feedback in an effective way
Sound technology skills and adaptability to new systems
Self-discipline with commitment to quality, attention to detail, and accuracy
Willingness to take on other duties, as assigned
Unwavering ethics and commitment to 'doing the right thing'
Adherence to Accredited's strict compliance and confidentiality standards
2-3 years of professional experience in a similar role required
Expertise with Microsoft Excel, familiarity with PowerPoint
Preferred
Direct rebalancing experience strongly preferred
Experience with Tamarac software strongly preferred
Benefits
Medical
Dental
Vision
Disability
Life insurance
401(k)-plan featuring generous employer contributions and match
Pet insurance
Adoption and fertility assistance
Financial support for professional development and certifications
Personal financial and investment planning services
Charitable match
Marketplace-leading time-off allowance, including paid parental and grandparental leave, and paid volunteer time
Company
Accredited Investors Wealth Management®
Accredited Investors Wealth Management® offers tailored financial planning services most applicable to those with investment portfolios greater than $3 million.
51-200 employees
H1B Sponsorship
Accredited Investors Wealth Management® has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2021 (1)
Funding
Current Stage
Growth StageLeadership Team
R
Ross Levin
Founder & Shareholder
W
Wil Heupel
Founder & Shareholder
Recent News
2026-01-14
2025-12-18
Company data provided by crunchbase