Trading & Portfolio Rebalancing Specialist

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 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.