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Financial Analyst Accounting & Finance

Investment Operations Analyst: Rebalancing & Tax Ops

Job in Edina, Hennepin County, Minnesota, USA
Listing for: Accredited Investors Wealth Management®
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Analyst, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A prominent wealth management firm in Edina is currently seeking an Investment Operations Analyst to support investment management and operations. The successful candidate will manage daily rebalancing, monitor client tax situations, assist in various projects, and collaborate with the wealth management team. Strong attention to detail, integrity, and proficiency with tools like Tamarac are essential. This position offers a competitive compensation package and comprehensive benefits.
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