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Trading & Portfolio Rebalancing Specialist

Listing for: Accredited Investors Wealth Management®
Full Time position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 81000 - 113000 USD Yearly USD 81000.00 113000.00 YEAR

Job Description & How to Apply Below

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.

Are you ready to take on the Trading & Portfolio Rebalancing Specialist role at Accredited Investors Wealth Management®?

Our organisation is growing, and we are hiring a Trading & Portfolio Rebalancing Specialist in Edina, MN, United States.

This role is for the Trading & Portfolio Rebalancing Specialist role at Accredited Investors Wealth Management®.

We are seeking a motivated Trading & Portfolio Rebalancing Specialist to join Accredited Investors Wealth Management® in Edina, MN, United States.

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