Investment Operations Analyst

Accredited Investors Wealth Management® is currently seeking an Investment Operations Analyst as part of our Investment Management team. This position will work directly with the Investment Management and Operations teams, as well as other individuals within the firm. The ideal candidate must be detail-oriented and able to follow processes with a high degree of fidelity.

We are a high-performing group of over 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 approximately 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 $3.7 billion of investment assets as of 12/31/2024.

You will be a member of the investment management team, and work in partnership with other colleagues. High personal and professional integrity is essential within the role, working successfully within the Accredited Investors culture while driving results. This role will also serve as primary back-up and support to other investment operation team members. You will collaborate with the wealth management team in assisting with monitoring daily cash flow, and lead and participate in special projects and assignments.

You will report to a Senior Research Analyst.

You will be expected to process investment model changes in a timely and tax efficient manner. You should have a high sense of pride and ownership of work product.

You will diligently oversee and take ownership of the daily rebalancing process through Tamarac Reba lancer. You will also monitor client tax situations and perform tax loss harvesting trades when necessary.

While you will help support other team members, a primary responsibility of yours will be to assist with the administration of the Portfolio Management Software (Tamarac Advisor View). In addition, you will assist with billing transaction reconciliation and other month-end processes. You should be a creative problem solver, having the ability to anticipate needs and actively participate in a continuous improvement culture.

• A pleasant, professional, and positive demeanor
• Basic knowledge of capital markets
• Direct rebalancing experience strongly preferred
• 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 Power Point
• Experience with Tamarac software strongly preferred

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 grand parental leave, and paid volunteer time.

Employees enjoy a sustainably focused, beautifully appointed workplace with a fitness center, pickleball courts, outdoor patio, state-of-the-art…