Top 58 Investment associate Jobs in Bloomington, Mn

Associate Investment Operations Analyst
Thrivent Financial for Lutherans —Minneapolis, MN
- $63,741 - $86,238 a year
- Full-time
- Office
- Finance
- Analysis skills
- Paid parental leave
- Health savings account
Quick Apply
Registered Client Associate
Green Wealth Management Group —Edina, MN
- From $60,000 a year
- Full-time
- Mid-level
- Project management
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
5d
Customer Service Associate Licensed
Wells Fargo —Minneapolis, MN
- $67,000 a year
- Full-time
- Background check
- Research
- Continuous improvement
- Commuter assistance
- Disability insurance
Quick Apply
6d
Wealth Management Associate - Entry Level (Minneapolis, MN)
Equitable Advisors —Minneapolis, MN
- $33,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
Registered Client Service Associate – Wealth Management
The MOHR Enterprises LLC —Eden Prairie, MN
- $68,000 - $75,000 a year
- Full-time
- 5 years
- Office
- In-person
Quick Apply
8d
Wealth Planning Associate
Royal Bank of Canada —Minneapolis, MN
- $55,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Opportunities for advancement
Operations Associate III - Investment Advisor Operations
Royal Bank of Canada —Minneapolis, MN
- $45,000 - $70,000 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Disability insurance
- Health insurance
8d
TripleTree - Investment Banking Associate
Capital One —Bloomington, MN
- Email
- Military
- Mid-level
- Office
- Health insurance
Associate Investment Engineer - Parametric
Morgan Stanley —Minneapolis, MN
- $70,000 - $140,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Master's degree
- Health savings account
- Paid holidays
Investment Banking Associate
Wipfli —Minneapolis, MN
- $88,000 - $118,000 a year
- Hybrid work
- Mid-level
- Office
- 3 years
- Health savings account
- AD&D insurance
Compliance Associate (Junior)
D.A. Davidson —Minneapolis, MN
- $20.95 - $31.43 an hour
- Full-time
- Remote
- Office
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
9d
Investment Banking Associate | Industrials
Houlihan Lokey —Minneapolis, MN
- $175,000 - $225,000 a year
- Full-time
- Management
- Mid-level
- Office
Investment Banking Associate - Services & Industrials
Piper Sandler & Co. —Minneapolis, MN
- $135,000 - $225,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Merchant Banking Associate
Piper Sandler & Co. —Minneapolis, MN
- $100,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply
5d
Senior Associate, Fund Accounting
SS&C Technologies —Edina, MN
- Online Application
- CPA
- Mid-level
- Bachelor's degree
- Paid holidays
- Health insurance
Associate Banker
BMO Financial Group —Edina, MN
- $41,714 - $50,500 a year
- Full-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Commodity Trading Associate 2027 - Multiple U.S. Locations
Cargill —Wayzata, MN
- $74,000 a year
- Online Application
- Sales
- Office
- Analysis skills
12d
Associate Financial Advisor
Twin Cities Wealth Advisors —Eden Prairie, MN
- $80,000 - $110,000 a year
- Full-time
- Research
- Mid-level
- Analysis skills
- Health insurance
- 401(k)
Quick Apply
14d
Client Associate (Wealth Management)
Sanctuary Wealth Group LLC —Minnetonka, MN
- $75,000 - $95,000 a year
- Mid-level
- Office
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Associate Director Actuarial Services - Remote - Minnetonka, MN preferred
UnitedHealthcare —Minnetonka, MN
- $112,700 - $193,200 a year
- Full-time
- 5 years
- Pass drug screening
- SQL

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Associate Investment Operations Analyst

Thrivent Financial for Lutherans -
Minneapolis, MN

Quick Apply

Job Details

Full-time
$63,741 - $86,238 a year

Benefits

Paid parental leave
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Volunteer time off

Qualifications

Spreadsheets
Bachelor's degree
Productivity software
Cross-functional collaboration
Cross-functional communication
Data analysis software

Full Job Description

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.

At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

Job Summary

The Associate Investment Operations Analyst is an entry-level role that supports day-to-day operational processes related to the trade lifecycle and client reporting under the guidance of senior analysts. This position opens the door to a dynamic learning environment, where you'll engage with a variety of investment products and systems while building essential operations expertise.

This role supports Thrivent’s investment process by executing routine middle office functions. This includes trade and corporate action processing, collateral and cash management, multi-managed fund transaction support, class action claim handling, and operational support for derivatives and securities lending activities.

The analyst ensures accuracy in data and assists in maintaining smooth functioning of investment operations. This role is ideal for individuals beginning their career in the investment operations industry.

Success in this role requires working well in a team environment, strong partnership with senior operations analysts and the curiosity to learn and apply core foundational investment operations concepts in executing routine tasks and analytics with accuracy.

Thrivent's Investment Operations function performs middle office work including analytics to execute the trade, reporting, process infrastructure and post-trade execution support. This team is a critical link enabling the front office to focus on investment strategies and client relations and provides the back office with accurate data for reconciliation and accounting.

Job Responsibilities and Duties

Investment Operations & Trade Support

Provide operational support for equity, fixed income, derivatives, private equity, and investment strategy transactions, ensuring accurate trade verification, affirmation, and settlement.
Reconcile trades, positions, and cash balances across multiple asset classes; monitor and escalate discrepancies or breaks as needed.
Maintain accurate investment data in internal systems and portfolio accounting platforms; support updates driven by operational processes.
Process corporate actions, income collections, variation margins, collateral, and settlements; ensure proper handling and reconciliation.

Relationship Management and Communication

Communicate time-sensitive information to portfolio managers, traders, brokers, custodians, fund accountants, and internal stakeholders.
Liaise with external partners including brokers, custodians, and vendors to maintain strong working relationships and resolve issues.

Process Improvement

Participate in onboarding new accounts and custodial setups; contribute to process documentation and continuous improvement initiatives.
Support system enhancements, automation efforts, and cross-functional projects to streamline operations and improve efficiency.

Reporting & Compliance Support

Generate and distribute investment-related reports and operational dashboards.
Assist in preparing documentation for audits and internal reviews.
Ensure adherence to internal controls, compliance policies, and investment guidelines.

Leadership Competencies

Model Thrivent’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes.
Support and/or develop an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shape and/or support a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients.

Job Qualifications

Required:

Bachelor's degree in Finance, Accounting, Economics, or related area.
General knowledge of investment operations analyst work.
Ability and eagerness to work collaboratively in a team environment.
High level of intellectual curiosity and continuous learning mindset to learn and gain investment industry knowledge.
Basic proficiency in using Microsoft Office Suite with emphasis on Excel and data management tools.
High level of organization, time management and attention to detail with ability to follow structured processes.
Strong analytical and problem-solving skills.
Effective written and verbal communication skills.
Ability to work under pressure and manage multiple priorities while meeting tight deadlines.

Preferred:

Basic understanding of investment instruments including equities, fixed income, and derivatives including trade lifecycle and related operational processes.
Internship experience in finance, accounting, or investment operations.
Experience with software used to assemble, evaluate, interpret and analyze financial data.
Familiarity with trade lifecycle concepts and financial instruments (equities, fixed income, derivatives).

Additional Information

This position requires you to work on-site in Minneapolis, MN a minimum of three days a week.

Pay Transparency

Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $63,741.00 to $86,238.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.

Other

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.

The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

Quick Apply

Refine Your Search

investment associate jobs in bloomington, mn

Associate Investment Operations Analyst

Registered Client Associate

Customer Service Associate Licensed

Wealth Management Associate - Entry Level (Minneapolis, MN)

Registered Client Service Associate – Wealth Management

Wealth Planning Associate

Operations Associate III - Investment Advisor Operations

TripleTree - Investment Banking Associate

Associate Investment Engineer - Parametric

Investment Banking Associate

Compliance Associate (Junior)

Investment Banking Associate | Industrials

Investment Banking Associate - Services & Industrials

Merchant Banking Associate

Senior Associate, Fund Accounting

Associate Banker

Commodity Trading Associate 2027 - Multiple U.S. Locations

Associate Financial Advisor

Client Associate (Wealth Management)

Associate Director Actuarial Services - Remote - Minnetonka, MN preferred

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