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 ...
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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 ...
Salary: $75k-$100k The responsibilities of an Erpelding Wealth Management (EWM) Investment Operations Associate are to support our clients, Private Wealth Advisors, and to assist team members ...
Quick apply
Salary: $75k-$100k The responsibilities of an Erpelding Wealth Management (EWM) Investment Operations Associate are to support our clients, Private Wealth Advisors, and to assist team members ...
Investment Operations Associate - Minneapolis - Hybrid
Minneapolis, MN · On-site
$110K - $120K/yr
Senior Associate - Private Credit Investment Operations - Minneapolis - Hybrid A leading investment management firm is seeking a Senior Associate for their Private Credit Operations team to support ...
Investment Operations Associate - Minneapolis - Hybrid
Minneapolis, MN · On-site
$110K - $120K/yr
Senior Associate - Private Credit Investment Operations - Minneapolis - Hybrid A leading investment management firm is seeking a Senior Associate for their Private Credit Operations team to support ...
Working as a team with these specialists, you will help a wide range of private investors, business ... The Service Operations Associate I is a critical operational role within the Client Service ...
Working as a team with these specialists, you will help a wide range of private investors, business ... The Service Operations Associate I is a critical operational role within the Client Service ...
Operations Associate III - Alternative Investments
Minneapolis, MN · On-site
$45K - $70K/yr
Alternative Investments Operations Associate III Opportunity to join the Alternative Investment ... Collaborate closely with alternative investment issuers and agents to onboard new alternative ...
Operations Associate III - Alternative Investments
Minneapolis, MN · On-site
$45K - $70K/yr
Alternative Investments Operations Associate III Opportunity to join the Alternative Investment ... Collaborate closely with alternative investment issuers and agents to onboard new alternative ...
The Senior Associate, Investment Operations & Asset Management role is a great opportunity for a qualified candidate looking for a dynamic operations role focused on commercial real estate ...
The Senior Associate, Investment Operations & Asset Management role is a great opportunity for a qualified candidate looking for a dynamic operations role focused on commercial real estate ...
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 ...
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 ...
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 ...
Quick apply
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 ...
Trading & investment operations * Place trades, log checks/orders, execute ACHs and wires, and manage account operational tasks across advisory, brokerage, variable annuities, SMAs and Private Client ...
Trading & investment operations * Place trades, log checks/orders, execute ACHs and wires, and manage account operational tasks across advisory, brokerage, variable annuities, SMAs and Private Client ...
Investment Associate
Baxter, MN · On-site
Trading & investment operations * Place trades, log checks/orders, execute ACHs and wires, and manage account operational tasks across advisory, brokerage, variable annuities, SMAs and Private Client ...
Quick apply
Investment Associate
Baxter, MN · On-site
Trading & investment operations * Place trades, log checks/orders, execute ACHs and wires, and manage account operational tasks across advisory, brokerage, variable annuities, SMAs and Private Client ...
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 ...
Quick apply
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 ...
Lead Operations Associate
Minnetonka, MN · On-site
Position Details The Lead Operations Associate serves as the primary link between our internal ... Investment operations: execute new client onboarding, incoming account transfers, incoming ...
Quick apply
Lead Operations Associate
Minnetonka, MN · On-site
Position Details The Lead Operations Associate serves as the primary link between our internal ... Investment operations: execute new client onboarding, incoming account transfers, incoming ...
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 ...
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 ...
Operations Associate
Edina, MN · Hybrid
The Operations Associate plays a critical role in delivering a seamless client experience by ... Investment & Advisory Operations * Prepare and process paperwork for investment and advisory ...
Operations Associate
Edina, MN · Hybrid
The Operations Associate plays a critical role in delivering a seamless client experience by ... Investment & Advisory Operations * Prepare and process paperwork for investment and advisory ...
Operations Associate
Edina, MN · On-site
$65K - $75K/yr
The Operations Associate plays a critical role in delivering a seamless client experience by ... Investment & Advisory Operations * Prepare and process paperwork for investment and advisory ...
Operations Associate
Edina, MN · On-site
$65K - $75K/yr
The Operations Associate plays a critical role in delivering a seamless client experience by ... Investment & Advisory Operations * Prepare and process paperwork for investment and advisory ...
Operations Associate
Edina, MN · On-site
The Operations Associate plays a critical role in delivering a seamless client experience by ... Investment & Advisory Operations * Prepare and process paperwork for investment and advisory ...
Quick apply
Operations Associate
Edina, MN · On-site
The Operations Associate plays a critical role in delivering a seamless client experience by ... Investment & Advisory Operations * Prepare and process paperwork for investment and advisory ...
Operations Associate
Minneapolis, MN · On-site
The Operations Associate plays a critical role in delivering a seamless client experience by ... Investment & Advisory Operations * Prepare and process paperwork for investment and advisory ...
Quick apply
Operations Associate
Minneapolis, MN · On-site
The Operations Associate plays a critical role in delivering a seamless client experience by ... Investment & Advisory Operations * Prepare and process paperwork for investment and advisory ...
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 ...
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 ...
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 ...
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 ...
... the Investment and Onboarding team. * Train and act as a resource for other Operations Associates; provide work direction to Associates within assigned group. Mentor and provide on-the-job ...
... the Investment and Onboarding team. * Train and act as a resource for other Operations Associates; provide work direction to Associates within assigned group. Mentor and provide on-the-job ...
Investment Operations Associate information
See Minnesota salary details
$21.5K - $38.6K
4% of jobs
$38.6K - $55.6K
14% of jobs
$59.5K is the 25th percentile. Wages below this are outliers.
$55.6K - $72.7K
32% of jobs
The median wage is $73.2K / yr.
$72.7K - $89.7K
18% of jobs
$89.7K - $106.8K
7% of jobs
$107.2K is the 75th percentile. Wages above this are outliers.
$106.8K - $123.9K
12% of jobs
$123.9K - $140.9K
9% of jobs
$140.9K - $158K
4% of jobs
$158K - $175K
0% of jobs
$175K - $192.1K
0% of jobs
$192.1K - $209.1K
0% of jobs
$21.5K
$95.1K
$209.1K
How much do investment operations associate jobs pay per year?
As of Jul 27, 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.
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 Associate jobs in Minnesota? For Investment Operations Associate jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Minnesota look for? The top searched job categories for Investment Operations Associate jobs in Minnesota are:
What cities in Minnesota are hiring for Investment Operations Associate jobs? Cities in Minnesota with the most Investment Operations Associate job openings:
Full-time
Posted 11 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.