Investment Operations Analyst | Edina, Minnesota

Reference Number: HRJ6520
Location: Edina, Minnesota

Judson Group has partnered with a comprehensive fee-only wealth management firm in the search for an Investment Operations Analyst. The firm is well respected for their commitment to building client relationships and providing expertise and solutions to meet client needs. This candidate will have the unique role of assisting in investment operations and providing high-touch client service.

Key responsibilities and requirements include:

  • Responsible for processing all fund transfers executing daily trade reconciliations, daily rebalancing, new account setup, and inputting documents/data into CRM.
  • Strong technology and software skills for various tasks including Tamarac Advisor View, or other portfolio management software.
  • Ensure communications and operations via client are executed effectively and efficiently.
  • Bachelor’s Degree; advanced degree a plus.
  • 3 years relevant experience with a wealth management background.
  • Experience supporting HNW clients and relationships.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • High degree of customer service, confidentiality and urgency.

Competitive base salary and attractive benefits

Edina, Minnesota

Reference Number: HRJ6520

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