Job Description

Choose a job you love, and you will never have to work a day in your life. — Confucius

Senior Investment Operations Analyst

  • Job Tag: #LI-JA1
  • Posted: January 16,2024

A local non-profit organization with a $3B+ portfolio of sophisticated public and private investments is looking to add a Senior Investment Operations Analyst to their small, collaborative team.

This person will have the opportunity to work side by side with senior leadership on various projects, assist with all operational aspects covering the lifecycle of investments with operational control, and support the controller with investment accounting, reporting and performance work. 

We are looking for a go-getter with 5 years of experience, including 2 years of experience in accounting (no need for a CPA) followed by investment/financial services experience and knowledge of investment products and transactions.

*on-site 3 days a week, downtown Minneapolis

If you’re interested in hearing more, please reach out to


* Lead the upfront operational onboarding and settlement processes for new investments and service providers * Manage relationships with external service providers, measure and monitor performance against agreed upon service agreements, and hold providers accountable to high service level expectations * Ensure investment manager compliance to company documentation requests * Create financial reporting packages for internally serviced investments * Prepare Company and client reporting packages per desired cadence * Review investment activity posted to investment manager bank accounts * Identify, develop and promote process documentation, policies and procedures that support the quality and effectiveness of company investment operations practices * Promote knowledge?sharing and training of operations staff

Desired Skills and Experience

* Bachelor’s degree in Accounting or Finance * Minimum of 5 years of relevant work experience in investment operations, accounting, performance reporting, and working with third party service providers * Strong critical thinking skills and tenacity when researching potential issues, reconciling inconsistencies, and resolving problems

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