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Investment Operations Associate Jobs in Minnesota

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

The Investment Associate will play a central role in implementing Cowell Financial's planning and ... Trading & investment operations * Place trades, log checks/orders, execute ACHs and wires, and ...

Northwestern Mutual

Investment Associate

Baxter, MN

The Investment Associate will play a central role in implementing Cowell Financial's planning and ... Trading & investment operations * Place trades, log checks/orders, execute ACHs and wires, and ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

The Investment Associate will play a central role in implementing Cowell Financials planning and ... Trading & investment operations * Place trades, log checks/orders, execute ACHs and wires, and ...

Northwestern Mutual

Operations Associate

Baxter, MN · On-site

The Operations Associate will work closely with the Director of Operations to ensure smooth execution of investment and insurance-related processes. This role combines client communication with ...

Northwestern Mutual

Operations Associate

Baxter, MN

The Operations Associate will work closely with the Director of Operations to ensure smooth execution of investment and insurance-related processes. This role combines client communication with ...

Northwestern Mutual

Operations Associate

Baxter, MN · On-site

The Operations Associate will work closely with the Director of Operations to ensure smooth execution of investment and insurance-related processes. This role combines client communication with ...

Selene Holdings

Operations Associate

Minneapolis, MN · On-site

Selene is seeking a qualified candidate for the Operations Associate position ("Associate"). This ... investment banks, new mortgage pool closings, and new financing line setup and closings (e.g ...

Northwestern Mutual

Operations Associate

Edina, MN

$65K/yr

... Operations Associate. This role serves as a primary link between our internal departments ... Clark Wealth Management & Insurance Services is not a registered investment adviser, broker-dealer ...

Northwestern Mutual

Operations Associate

Edina, MN · On-site

$65K/yr

... Operations Associate. This role serves as a primary link between our internal departments ... Clark Wealth Management & Insurance Services is not a registered investment adviser, broker-dealer ...

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Investment Operations Associate information

See Minnesota salary details

$21.5K

$95.1K

$209.1K

How much do investment operations associate jobs pay per year?

As of May 31, 2026, the average yearly pay for investment operations associate in Minnesota is $95,074.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,700.00 and $115,100.00 per year, depending on experience, location, and employer.

What is an Investment Operations Associate job?

An Investment Operations Associate supports the daily operational processes of an investment firm, ensuring trades, settlements, and reconciliations run smoothly. They work closely with portfolio managers, traders, and custodians to manage financial transactions, mitigate risks, and maintain accurate records. This role requires strong analytical skills, attention to detail, and knowledge of financial instruments. It is essential for maintaining the efficiency and integrity of investment operations.

What are the key skills and qualifications needed to thrive in the Investment Operations Associate position, and why are they important?

To thrive as an Investment Operations Associate, you need strong analytical skills, attention to detail, and a foundational understanding of financial markets or investment management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement software, and Excel, as well as certifications like CFA Level I, can be advantageous. Effective communication, organizational abilities, and problem-solving skills help individuals excel within cross-functional teams. These capabilities are crucial for ensuring the accuracy, efficiency, and compliance of daily investment operations in a fast-paced environment.

What are the typical daily responsibilities of an Investment Operations Associate?

As an Investment Operations Associate, your typical day involves processing trade settlements, reconciling investment accounts, maintaining transaction records, and ensuring operational compliance with regulatory requirements. You may also coordinate with portfolio managers, custodians, and third-party vendors to resolve discrepancies or execute instructions. Attention to detail and the ability to juggle multiple tasks are essential, as you’ll often manage time-sensitive processes. This role provides valuable exposure to the inner workings of investment management and can serve as a strong foundation for future advancement in finance or operations.
More about Investment Operations Associate jobs
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What cities in Minnesota are hiring for Investment Operations Associate jobs? Cities in Minnesota with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you

Lead Operations Associate

Sansom Staffing

Hopkins, MN

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

The Lead Operations Associate serves as the primary link between our internal departments, corporate office, and the clients we serve. This individual helps ensure and coordinate an organized practice. This role's seamless and time-sensitive execution is critical to a memorable client experience.

Benefits:

  • Retirement Plan
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Responsibilities

  • Client service support: executing directives based on client needs
  • Manage client communication, including correspondence, notes, and files, and maintain compliant client records
  • Completion and submission of applications and account paperwork for processing, and coordinating underwriting support
  • Underwriting management: schedule necessary medical exams, obtain pre-application information, prepare insurance applications, update client records, monitor applications in underwriting, and prepare policies for delivery
  • Investment operations: execute new client onboarding, incoming account transfers, incoming rollovers, withdrawal and deposit requests, and rebalancing tasks
  • Team coordination: work with multiple team members to drive a good client experience & service
  • Keep up to date on software system enhancements, new products, and compliance changes/opportunities
  • Participate in learning opportunities

Qualifications:

  • Bachelor's degree in finance or related field, preferred
  • Minimum 3 years of finance, client relations, financial operations, and/or financial planning experience
  • Active Series 7, and Series 63 registrations, or equivalent, required
  • Active Minnesota Life, Accident, and Health Insurance license preferred