Senior Investment Operations Analyst (Finance)

TL;DR

Senior Investment Operations Analyst (Finance): Providing subject matter expertise in specialized investment operations like derivatives, corporate actions, and performance reporting with an accent on middle office trade support and settlement. Focus on driving operational enhancements, leading complex reconciliations, and ensuring regulatory compliance.

Location: Hybrid (Must be based in Minneapolis, MN, minimum three days a week on-site)

Salary: $89,895 – $121,621 per year

Company

A membership-owned fraternal organization and holistic financial services company providing investments, insurance, and banking.

What you will do

• Provide lead-level operational support for complex trading across domestic, foreign, and derivative products.
• Oversee end-to-end trade processing and settlement, investigating and resolving reconciliation issues.
• Support transactions in specialized asset classes such as bank loans, collateral management, and private assets.
• Collaborate with portfolio managers, brokers, and custodians to communicate transactional activity and resolve issues.
• Lead large-scale planning initiatives focused on operational efficiency, automation, and workflow enhancements.
• Mentor junior analysts by providing technical guidance, training, and feedback on complex projects.

Requirements

• Minimum 5 years of experience in investment operations, fund accounting, custody, or related financial services.
• Bachelor’s degree in Finance, Accounting, or a related area.
• Deep understanding of investment lifecycle, securities operations, derivatives, and operational risk.
• Proficiency with platforms such as Aladdin, Bloomberg, Eagle, SimCorp, Clearwater, or FactSet.
• Location: Must be based in or able to work on-site in Minneapolis, MN.
• English: Strong professional communication and stakeholder management skills required.

Nice to have

• Experience with system implementations or migrations.
• Advanced Excel, SQL, or data visualization skills.
• Strong working knowledge of asset servicing, performance, and attribution concepts.
• Familiarity with operational risk frameworks and compliance policies.

Culture & Benefits

• Comprehensive health benefits including medical, dental, vision, HSA, and FSA.
• Retirement security through 401k and pension plans.
• Generous time off: 20 days PTO, 10 company holidays, and Volunteer Time Off.
• Paid parental leave and EAP well-being benefits.
• Culture focused on continuous improvement and commitment to financial clarity for clients.