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5 results for Associate Investment Operations in Minneapolis, MN

Associate Operations Coordinator

Minneapolis, MN
onsite
Temporary / Contract
18 - 20 USD / Hourly
NEW GRADS! THIS IS A ROLE FOR YOU! We are looking for an Associate Operations Coordinator to support daily administrative and operational activities for a team based in Eden Prairie, Minnesota. This is a Contract-to-hire position suited for someone who can balance customer-facing tasks with organized office support while keeping processes accurate and efficient. The ideal candidate will help coordinate routine business functions, maintain consistent communication, and contribute to a smooth day-to-day workflow. Responsibilities:• Coordinate day-to-day office and operational support activities to keep work moving efficiently across teams.• Respond to internal and external inquiries with professionalism and provide timely customer service assistance.• Manage appointment scheduling, calendar updates, and related administrative follow-up to support business operations.• Prepare, review, and process invoices and other routine documentation with strong attention to accuracy.• Support shipping and related logistical tasks, including tracking, documentation, and issue resolution when needed.• Maintain records, enter operational data, and update systems in accordance with established procedures and quality standards.• Use Microsoft Office applications to create reports, organize information, and communicate updates clearly.• Follow company policies and standard operating procedures while assisting with training and process compliance activities.• Prioritize multiple assignments effectively, meet deadlines, and escalate issues when necessary to protect service quality.• Assist with operational changes, including system-related updates or workflow adjustments, as directed by the team.
2026-04-27T00:00:00Z

Investment Trading Analyst

Minneapolis, MN
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the acquisition of various forms of investments, assisting in trading desk operations, and interacting with multiple business units within the financial services industry. Responsibilities:• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.• Engage directly with trade partners to resolve data-related inquiries.• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.• Assist in research projects as per the requests of portfolio managers.• Monitor the outcomes of investment strategies and make necessary adjustments.• Collaborate with technology/data teams to ensure the accuracy of information and analysis.• Regularly analyze portfolio return/risk.• Handle all processes related to trade commencement to settlement. Minimum Qualifications:<ul><li>Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)</li><li>1+ Years relevant work experience in Financial Services.</li><li>Strong multitasking and prioritizing skills</li><li>Excellent communicative abilities</li><li>Comfortable working in a fast-paced environment</li><li>High analytical skills</li><li>Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools</li><li>A proactive attitude to developing new ideas and refining existing processes</li></ul>Preferred Qualifications:<ul><li>Experience in credit and real estate</li><li>Familiarity with business intelligence tools such as Tableau and CAS</li><li>Progress towards investment-related certifications like CFA</li></ul>Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site.
2026-03-27T00:00:00Z

Senior Associate Trade Operations

Minneapolis, MN
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for an experienced Senior Associate Trade Operations specialist to take ownership of critical aspects of the trade lifecycle within our centralized trading function. This role focuses on ensuring smooth operations across equities, fixed income securities, and mutual funds. The ideal candidate will bring hands-on expertise in trade settlement, exception management, and operational risk controls. Responsibilities: • Manage the full trade lifecycle, including allocations, settlements, and reconciliations. • Monitor and troubleshoot order execution and allocation flows, resolving issues with brokers, custodians, and internal teams. • Maintain and enhance multi-custodian connectivity and broker relationships. • Address and resolve trade exceptions while implementing robust operational controls. • Provide oversight for workflows that influence trading outcomes. • Ensure compliance with documented processes and support supervisory reviews. • Coordinate corporate actions and proxy-related workflows, focusing on voluntary events and deadline-driven operations. • Operate and optimize trade-away, step-out, and prime brokerage workflows. • Utilize multiple trading platforms and protocols to support efficient operations.
2026-04-24T00:00:00Z

Associate Attorney

Minneapolis, MN
onsite
Permanent / Full Time
140000 - 170000 USD / Yearly
Our client, a well-regarded and growing full-service law firm, is seeking a Litigation Associate Attorney (2+ years’ experience) to join its expanding practice. This opportunity is ideal for a well-rounded litigator who enjoys hands-on work and is looking for exposure to a diverse range of complex matters. Associates are not siloed into a single practice area and instead have the opportunity to work across multiple types of litigation based on their interests, experience, and client needs. The firm has a growing employment litigation practice (representing both plaintiffs and defendants), along with ongoing matters involving government contracts, and other complex disputes. The team is open to training a strong litigator with solid fundamentals who is eager to learn new subject areas. Key Responsibilities<ul><li>Conduct legal research and draft pleadings, motions, and briefs</li><li>Manage written discovery and take depositions</li><li>Assist with hearings, mediations, and trial preparation</li><li>Collaborate closely with partners on case strategy and client matters</li></ul>
2026-04-17T00:00:00Z

SBA Portfolio Operations Manager

Minneapolis, MN
onsite
Permanent / Full Time
75000 - 85000 USD / Yearly
We are looking for an experienced SBA Portfolio Operations Manager to oversee the effective management of our SBA loan portfolio. This role, located in Twin Cities, involves ensuring the financial health of the organization through detailed monitoring, servicing, and reporting of loans. The ideal candidate will excel in analyzing requests, developing efficient processes, and collaborating with stakeholders to maintain high standards of portfolio management. Responsibilities:• Conduct regular site visits to monitor existing loan portfolios and collaborate with customers, attorneys, bankers, and insurance agents.• Manage routine portfolio tasks such as tracking insurance payments, real estate taxes, and bank balances, while coordinating efforts with internal team members.• Develop and maintain internal systems to document portfolio activities, ensuring deadlines are consistently met.• Create and implement reporting structures for portfolio management, providing quarterly updates and highlighting areas of concern.• Maintain a comprehensive database of loan information, ensuring it aligns with organizational needs.• Address customer inquiries regarding loan modifications, assumptions, subordination, and release of collateral.• Analyze and document servicing requests, ensuring timely follow-up and resolution through effective monitoring systems.• Lead efforts to resolve problem loan situations, working closely with borrowers, banks, legal counsel, and other stakeholders under the direction of senior leadership.• Communicate with customers and relevant parties to address questions and resolve issues related to loan servicing.• Monitor late payments, technical defaults, and other key indicators, maintaining a watchlist to ensure timely and high-quality servicing.
2026-04-24T00:00:00Z