Investment Operations Analyst

Accredited Investors Wealth Management®; Edina (MN); On-site; USD 81,000 - 113,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) match

Paid holidays

Professional development support

Flexible time-off

Job summary

Accredited Investors Wealth Management® is seeking an Investment Operations Analyst to join our Investment Management team. The role focuses on portfolio trading, rebalancing, and implementing investment strategies across client accounts.

This is not a traditional financial analyst role; candidates without direct experience executing trades or performing portfolio rebalancing will not be a fit for this position. The team values accuracy and collaboration.

Qualifications

• Hands-on experience executing trades and/or performing rebalancing required.
• Experience reviewing portfolios and implementing trades based on model changes, cash flows, or tax considerations.
• Familiarity with portfolio management and rebalancing tools (Tamarac strongly preferred).
• Basic understanding of capital markets and tax implications of trading (e.g., tax loss harvesting).
• 2-3 years of experience in an investment operations, trading, or portfolio implementation role.
• Strong organizational and time management skills with consistent follow-through.
• High attention to detail and commitment to accuracy.
• Ability to receive and provide feedback in an effective way.
• Sound technology skills, including proficiency in Microsoft Excel and familiarity with PowerPoint.

Responsibilities

• Execute trades and implement portfolio changes across client accounts.
• Monitor cash flows and ensure timely and accurate investment of client assets.
• Review portfolios and implement trades based on model changes, cash needs, and tax considerations.
• Partner with the Wealth Management team on client-related investment activity.
• Execute tax loss harvesting trades when appropriate.
• Assist with administration and maintenance of portfolio management systems (Tamarac Advisor View).
• Review and address research items from Wealth Managers using the Dynamics CRM queue.
• Support billing transaction reconciliation and other month-end processes.
• Serve as back-up to other Investment Operations team members.
• Participate in special projects and contribute to continuous improvement initiatives.

Skills

Trading experience

Portfolio rebalancing

Excel

PowerPoint

Attention to detail

Team collaboration

Tools

Tamarac Advisor View

Dynamics CRM

Job description

Accredited Investors Wealth Management® is currently seeking an Investment Operations Analyst to join our Investment Management team. This role works closely with both Investment Management and Operations and is focused on portfolio trading, rebalancing, and the implementation of investment strategies across client accounts.

This is not a traditional financial analyst role (e.g., accounting, FP&A, or reporting). Candidates without direct experience executing trades or performing portfolio rebalancing will not be a fit for this position.

Who We Are

We are a high-performing group of 60+ team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to over 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $4.4 billion of investment assets as of 12/31/2025.

We demonstrate our commitments – to our clients, our colleagues, and our community – through our values, culture, and mindset:

Values-Based:

Our values are embedded within our work through our deep relationships with our clients, connection and camaraderie with colleagues, philanthropic contributions, and sustainability efforts within our community.

Culture-Focused:

The Cultural Constitution from which we operate at Accredited isn’t meant to be aspirational; it’s practiced in our daily work. By actively applying gratitude and compassion, and functioning as one team, we strive to influence the future of our firm through our core values.

Curiosity-Minded:

We are building a diverse team of individuals who are comfortable asking questions, not simply answering them.

Who You Will Work With

You will be a member of the Investment Management team and partner closely with colleagues across the firm. This role collaborates regularly with the Wealth Management team to support client portfolios through trading, rebalancing, and ongoing account monitoring.

You will also serve as a back-up to other Investment Operations team members and support shared team responsibilities, while contributing to special projects and process improvements.

Primary Responsibilities

• Execute trades and implement portfolio changes across client accounts
• Monitor cash flows and ensure timely and accurate investment of client assets
• Review portfolios and implement trades based on model changes, cash needs, and tax considerations
• Partner with the Wealth Management team on client-related investment activity
• Execute tax loss harvesting trades when appropriate
• Assist with administration and maintenance of portfolio management systems (Tamarac Advisor View)
• Review and address research items from Wealth Managers using the Dynamics CRM queue
• Support billing transaction reconciliation and other month-end processes
• Serve as back-up to other Investment Operations team members
• Participate in special projects and contribute to continuous improvement initiatives

Who Will Be Successful

A successful candidate will bring direct experience in trading and/or portfolio rebalancing, along with a strong attention to detail and commitment to accuracy. They take ownership of their work, follow established processes closely, and are comfortable working both independently and as part of a team. This person is solution-oriented, adaptable, and motivated to contribute to a high-performing, collaborative environment.

What You Offer

• Hands-on experience executing trades and/or performing rebalancing required
• Experience reviewing portfolios and implementing trades based on model changes, cash flows, or tax considerations
• Familiarity with portfolio management and rebalancing tools (Tamarac strongly preferred)
• Basic understanding of capital markets and tax implications of trading (e.g., tax loss harvesting)
• 2-3 years of experience in an investment operations, trading, or portfolio implementation role
• Strong organizational and time management skills with consistent follow-through
• High attention to detail and commitment to accuracy
• Ability to receive and provide feedback in an effective way
• Sound technology skills, including proficiency in Microsoft Excel and familiarity with PowerPoint

What We Offer

Accredited Investors Wealth Management® offers a competitive compensation and comprehensive benefits package designed to support employees professionally and personally.

• Our core benefits include medical, dental, vision, disability, and life insurance, along with a 401(k)-plan featuring generous employer contributions and match.
• We also offer enhanced benefits including pet insurance; adoption and fertility assistance; financial support for professional development and certifications; personal financial and investment planning services; charitable match; and a marketplace-leading time-off allowance, including paid parental and grandparental leave, and paid volunteer time.
• Employees enjoy a recently renovated, sustainably focused, beautifully appointed workplace with thoughtfully designed collaboration spaces, a fitness center, pickleball courts, outdoor patio, state-of-the-art technology, electric vehicle charging stations, and amenities that enhance our work environment.

Estimated Total Compensation Opportunity: $80,625 to $112,875, based on experience, skills, and qualifications

including a base salary of $75,000 to $105,000 and annual firm-wide profit sharing.

Annual firm-wide profit sharing is calculated as a percentage of eligible base salary earnings and is subject to meeting the firm's growth, profitability, and plan provisions. The maximum profit-sharing payout is up to 7.5% of eligible earnings through five years of service and up to 15% thereafter.

Accredited is committed to promoting diversity and inclusion in our hiring process and is proud to be an equal opportunity employer.

We welcome qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity or expression), national origin, genetics, disability, age, veteran status, and any other characteristic protected by federal, state, or local laws.

For more information about our firm, please visit our website at https://www.accredited.com/. Please direct all questions to [e-mail].