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Investment Operations Assistant Jobs in Minnesota

Waycrosse

Investment Operations Coordinator

Wayzata, MN · On-site

$60K - $70K/yr

Position Overview The Investment Operations Coordinator supports the Investment Operations team ... Administrative Support * Assist in coordinating meetings, generating materials, and maintaining on ...

Waycrosse

Investment Operations Coordinator

Wayzata, MN · On-site

Position Overview The Investment Operations Coordinator supports the Investment Operations team ... Administrative Support * Assist in coordinating meetings, generating materials, and maintaining on ...

Waycrosse

Investment Operations Coordinator

Wayzata, MN · On-site

$60K - $70K/yr

Position Overview The Investment Operations Coordinator supports the Investment Operations team ... Administrative Support * Assist in coordinating meetings, generating materials, and maintaining on ...

Waycrosse

Investment Operations Coordinator

Wayzata, MN · On-site

Position Overview The Investment Operations Coordinator supports the Investment Operations team ... Administrative Support * Assist in coordinating meetings, generating materials, and maintaining on ...

LE GROUPE AXXYS

Operations Assistant

Saint Paul, MN

... invest all the necessary effort and devotion to preserve our reputation of "Always delivering ... Reporting to both the Director of Conduction and Operations Manager, the Operations Assistant plays ...

LE GROUPE AXXYS

Operations Assistant

Eagan, MN · On-site

... invest all the necessary effort and devotion to preserve our reputation of "Always delivering ... Reporting to both the Director of Conduction and Operations Manager, the Operations Assistant plays ...

LE GROUPE AXXYS

Operations Assistant

Saint Paul, MN

... invest all the necessary effort and devotion to preserve our reputation of "Always delivering ... Reporting to both the Director of Conduction and Operations Manager, the Operations Assistant plays ...

New

Northwestern Mutual

Investment Associate

Baxter, MN

Provide general 401(k) allocation observations per service models and client need * Assist with in ... Trading & investment operations * Place trades, log checks/orders, execute ACHs and wires, and ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

$85K - $110K/yr

Provide general 401(k) allocation observations per service models and client need * Assist with in ... Trading & investment operations * Place trades, log checks/orders, execute ACHs and wires, and ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

Provide general 401(k) allocation observations per service models and client need * Assist with in ... Trading & investment operations * Place trades, log checks/orders, execute ACHs and wires, and ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

Provide general 401(k) allocation observations per service models and client need * Assist with in ... Trading & investment operations * Place trades, log checks/orders, execute ACHs and wires, and ...

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All JobsInvestment Operations JobsInvestment Operations Assistant JobsInvestment Operations Assistant Jobs in Minnesota

Investment Operations Assistant information

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How much do investment operations assistant jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for investment operations assistant in Minnesota is $19.41, according to ZipRecruiter salary data. Most workers in this role earn between $15.05 and $21.88 per hour, depending on experience, location, and employer.

What are some common challenges faced by investment operations assistants, and how can they be addressed?

Investment Operations Assistants often encounter challenges such as managing high volumes of transactions, ensuring data accuracy, and meeting tight deadlines. These tasks require strong attention to detail and the ability to multitask effectively in a fast-paced environment. Building proficiency with financial software and developing clear communication with portfolio managers and custodians can help address these challenges. Additionally, staying organized and proactively seeking clarification on complex processes can greatly enhance performance and reduce errors.

What does an investment operations assistant do?

An Investment Operations Assistant supports the day-to-day administrative and operational functions within an investment firm or financial institution. Their responsibilities typically include processing transactions, maintaining accurate records, reconciling accounts, and assisting with trade settlements. They act as a bridge between portfolio managers, traders, and back-office teams to ensure smooth and efficient investment operations. Attention to detail and strong organizational skills are essential for this role.

What is the difference between Investment Operations Assistant vs Investment Analyst?

AspectInvestment Operations AssistantInvestment Analyst
Primary FocusSupporting operational tasks, trade processing, and data managementAnalyzing investment opportunities, market research, and portfolio performance
Required SkillsAttention to detail, knowledge of trading systems, data entryFinancial analysis, valuation, market research
CertificationsTypically none required, but CFA Level I may be beneficialOften CFA Level I or II, financial modeling skills
Work EnvironmentBack-office, support teams within asset management firmsResearch departments, investment teams

While both roles support investment firms, the Investment Operations Assistant primarily handles operational and administrative tasks, whereas the Investment Analyst focuses on analyzing investments and market data. Understanding these differences helps candidates target their skills and career goals effectively.

What is the salary of an investment operations assistant?

The salary of an investment operations assistant typically ranges from $50,000 to $70,000 annually, depending on experience, location, and the size of the firm. Entry-level positions may start lower, while experienced assistants or those in major financial hubs can earn higher salaries. Benefits often include health insurance, retirement plans, and opportunities for professional development.

What are the key skills and qualifications needed to thrive as an investment operations assistant, and why are they important?

To thrive as an Investment Operations Assistant, you need a solid grasp of financial principles, attention to detail, and a relevant degree such as finance, accounting, or business administration. Familiarity with investment management systems, trade settlement platforms, and proficiency in Excel or similar data tools is typically required. Strong organizational skills, effective communication, and the ability to work under pressure help you manage multiple tasks and collaborate with internal teams. These competencies are crucial for ensuring accurate transaction processing, regulatory compliance, and smooth investment operations.
What are the most commonly searched types of Investment Operations jobs in Minnesota? The most popular types of Investment Operations jobs in Minnesota are:
What are popular job titles related to Investment Operations Assistant jobs in Minnesota? For Investment Operations Assistant jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Investment Operations Assistant jobs in Minnesota look for? The top searched job categories for Investment Operations Assistant jobs in Minnesota are:
What cities in Minnesota are hiring for Investment Operations Assistant jobs? Cities in Minnesota with the most Investment Operations Assistant job openings:
Investment Operations Assistant jobs near you
Infographic showing various Investment Operations Assistant job openings in Minnesota as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $40,373 per year, or $19.4 per hour.

Investment Operations Associate

Northwestern Mutual-Twin Cities

Golden Valley, MN • On-site

Full-time

Posted 23 days ago

Job description

The responsibilities of an Erpelding Wealth Management (EWM) Investment Operations Associate are to support our clients, Private Wealth Advisors, and to assist team members involving investment duties and processes. This role must follow acceptable and compliant procedures. Specific responsibilities include but will not be limited to:

SERVICE & SUPPORT

  • Respond to registered representative administrative requests that may involve communicating with clients, running reports or data entry.
  • Act as liaison between our clients and the home office for any client servicing and troubleshooting paperwork that may have been processed incorrectly.
  • Be an advocate for our clients to ensure a smooth, white-glove experience.


DATA ADMINISTRATION

  • Process account opening & account maintenance requests.
  • Handle trade orders and portfolio maintenance.
  • Process asset movement requests including funds disbursements, rollovers and account transfers.
  • Process trade corrections as needed.

Qualifications:


It is recommended that the EWM Investment Operations Associate have the following qualifications:

  • Preferred: Series 7 and Series 63 & securities industry experience.
  • Demonstrated computer experience required & experience with FolioDynamix is a plus.
  • Strong organizational and time management skills with ability to set priorities and meet deadlines.
  • Ability to work with a high degree of accuracy in handling detailed work.
  • Excellent communication skills (verbal and written) with the ability to collaborate effectively with others.
  • Above average math and data entry skills.
  • Ability to multi-task and prioritize.
  • Ability to adapt to change and identify process improvements.
  • Aligned with EWM values of Do the Right Thing, Pursue Excellence and Gratitude & Positive Attitude.