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Manager Investment Operations Jobs in Minnesota (NOW HIRING)

Waycrosse

Investment Operations Coordinator

Wayzata, MN · On-site

$60K - $70K/yr

We provide comprehensive wealth management services to our clients including facilitating legal ... Position Overview The Investment Operations Coordinator supports the Investment Operations team ...

Waycrosse

Investment Operations Coordinator

Wayzata, MN · On-site

$60K - $70K/yr

We provide comprehensive wealth management services to our clients including facilitating legal ... Position Overview The Investment Operations Coordinator supports the Investment Operations team ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

TheInvestment Associatewill play a central role in implementing Cowell Financial's planning and wealth philosophies, participating in investment committee meetings, managing investment operations ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

$85K - $110K/yr

The Investment Associate will play a central role in implementing Cowell Financial's planning and wealth philosophies, participating in investment committee meetings, managing investment operations ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

The Investment Associate will play a central role in implementing Cowell Financial's planning and wealth philosophies, participating in investment committee meetings, managing investment operations ...

Northwestern Mutual

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 ...

DSB Rock Island

Investment Trading Specialist

Hopkins, MN · On-site

$70K - $95K/yr

Build your career in investment operations with a Top 25 Twin Cities CPA and Wealth Management firm where precision, collaboration, and client service go hand in hand. DSB Rock Island is seeking an ...

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Manager Investment Operations information

See Minnesota salary details

$30.4K

$62.1K

$116.1K

How much do manager investment operations jobs pay per year?

As of Aug 8, 2026, the average yearly pay for manager investment operations in Minnesota is $62,150.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,200.00 and $75,900.00 per year, depending on experience, location, and employer.

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

To thrive as a Manager Investment Operations, you need expertise in investment operations, portfolio administration, and a strong understanding of financial markets, typically backed by a finance degree and relevant experience. Familiarity with investment management systems (like Bloomberg, SimCorp, or Charles River), trade settlement platforms, and often certifications such as CFA or CIPM are highly valued. Outstanding analytical skills, attention to detail, leadership, and effective communication set exceptional candidates apart. These skills ensure accurate transaction processing, regulatory compliance, and efficient operational workflows critical to supporting investment strategies.

What is a manager investment operations?

A Manager of Investment Operations oversees the day-to-day processes related to managing investment portfolios, including trade settlements, reconciliations, reporting, and ensuring regulatory compliance. They supervise teams that handle the operational aspects of investment transactions, making sure that all procedures are efficient and accurate. This role acts as a bridge between portfolio managers, traders, and back-office staff to ensure smooth execution and record-keeping. Their responsibilities also include implementing process improvements, managing risk, and liaising with custodians, auditors, and other stakeholders.

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

A Manager Investment Operations often faces challenges such as ensuring accurate and timely trade settlements, managing operational risks, and maintaining compliance with evolving regulations. These can be addressed by implementing robust internal controls, leveraging advanced technology for automation, and fostering clear communication channels across teams. Collaborating closely with portfolio managers, compliance officers, and external custodians is essential to proactively identify and resolve issues. Staying updated on industry best practices and regulatory changes also helps maintain efficiency and compliance.

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

AspectManager Investment OperationsInvestment Analyst
CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are commonUsually holds a bachelor's degree; CFA or similar certifications are advantageous but not always required
Work EnvironmentOversees operational teams, manages processes, and ensures compliance within investment firmsConducts research, analyzes data, and supports investment decision-making
Employer & Industry UsageCommonly employed in asset management firms, hedge funds, and investment banksFound across investment firms, banks, and financial advisory companies

The Manager Investment Operations focuses on overseeing the operational aspects of investment processes, managing teams, and ensuring compliance. In contrast, the Investment Analyst primarily conducts research and analysis to support investment decisions. Both roles require strong financial knowledge and certifications like CFA, but differ in responsibilities and daily tasks.

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 Manager Investment Operations jobs in Minnesota? For Manager Investment Operations jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Manager Investment Operations jobs in Minnesota look for? The top searched job categories for Manager Investment Operations jobs in Minnesota are:
What cities in Minnesota are hiring for Manager Investment Operations jobs? Cities in Minnesota with the most Manager Investment Operations job openings:
Manager Investment Operations jobs near you
Infographic showing various Manager Investment Operations job openings in Minnesota as of July 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $62,150 per year, or $29.9 per hour.

Investment Operations Coordinator

Waycrosse

Wayzata, MN • On-site

$60K - $70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 9 days ago

Job description

Company Overview
Established over 60 years ago, Waycrosse, Inc. is a single-family office based in Wayzata, MN with approximately 70 employees. We provide comprehensive wealth management services to our clients including facilitating legal services, tax, insurance and investments. We are passionate about being the most trusted partner to our clients and look for individuals who can deliver outstanding service with the utmost confidentiality. If you are looking for a workplace that fosters an inclusive culture, strives to attract, develop and retain top caliber talent through competitive rewards, we would like to meet you.
Position Overview
The Investment Operations Coordinator supports the Investment Operations team, owning and supporting a variety of processes within the Investment Operations department and Waycrosse in general. The Coordinator adheres to a business-day schedule ensuring every deliverable is completed accurately, on time, and in accordance with published policies and procedures ("P&Ps"). The role requires strong organization, disciplined time management, attention to detail, and clear communication with internal stakeholders, custodians, external vendors, and other external stakeholders as necessary.
Key Areas of Responsibility
General
  • Learn and effectively utilize investment operations systems in conjunction with relevant processes (i.e. trade entry, reconciliation, reporting).
  • Execute investment operations processes and workflows; support automation and efficiency enhancements.
  • Actively participate in department meetings, projects, and initiatives; serve as backup to other team members as needed.
  • Maintain department P&Ps and ensure documentation is stored appropriately within document management software.
  • Organize and monitor department meetings, projects, schedules, and action items to ensure timely and accurate deliverables.
  • Own and maintain a variety of time sensitive departmental processes with ability to prioritize department and organizational deadlines.

Support Monthly Partnership Accounting Process
  • Complete transfer documentation & related activities.
  • Verify completed transfers for accuracy with custodian, investment managers, and fund administrator.
  • Organize and maintain documentation and records in document management system(s).
  • Export data from fund administration system and import cash flows to portfolio accounting trade blotter.
  • Maintain documentation in document management system(s).

General Support of Investment Operations & Waycrosse
  • Perform ad hoc projects and special reporting as requested or identified.
  • Serve as backup to investment operations colleagues or processes.
  • Coordinate Investment Advisory Council (IAC) meetings, including the preparation and distribution of meeting materials; serve as liaison to the IAC.
  • Prepare investment subscription documents for investments. Collaborate with legal team to complete anti-money laundering, know your client (KYC), and other questionnaires and documentation.

Data Integrity, Reconciliation, & Miscellaneous Support
  • Utilize internal and external systems to affirm data accuracy for a variety of processes.
  • Contribute to process improvement, automation, and P&P development initiatives to benefit the overall operations of Waycrosse.
  • Coordinate & maintain tracking of monthly and quarterly statements.

Administrative Support
  • Assist in coordinating meetings, generating materials, and maintaining on time deliverables.
  • Maintain timely and accurate records for authorized signers, entities, and other investment related documentation.
  • Provide administrative support to the investment operations and research teams, such as maintaining calendars and preparing expense reports.

Professional Qualifications
  • Bachelor's degree required. Business, finance, accounting focus a plus.
  • 2+ years' work experience required, preferably in financial or professional services supporting investment operations or financial reporting.
  • Highly proficient in Microsoft applications including PowerPoint, Word, Excel, SharePoint, Teams, and Outlook. Experience with accounting, investment, CRM, RMS, document management systems a plus.
  • Demonstrated ability to follow, maintain, and improve policies, procedures, workflows and process documentation.
  • Strong analytical skills with the ability to review data, identify discrepancies and ensure accuracy across systems and records.
  • Exceptional verbal, written, and presentation skills.
  • Strong attention to detail, initiative, work ethic, and a positive attitude.
  • Ability to work effectively both independently and as part of a team.
  • Ability to balance multiple priorities, projects, and deadlines.
  • Ability to maintain a high level of integrity and discretion when handling confidential information.
  • Ability to manage and complete a high volume of tasks and projects independently.

Working Conditions
The physical working conditions of this position include an office environment where sitting and working on a computer for extended periods of time are common.
Hybrid Work Environment
We operate a hybrid work environment. Employees are required to be in the office on Wednesdays and a minimum of two other days per week, for a total of three days in office and two days remote. During the first 30 days of employment, in-office work is expected to ensure effective onboarding, collaboration, and relationship building. This work arrangement is subject to change at the discretion of Waycrosse.
Benefits Overview
Waycrosse, Inc. provides employees with a comprehensive benefit program including but not limited to medical, dental, life, vision, retirement (401K), and disability plans.
Please no solicitation from recruiters and agencies.

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