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Description

Analyst – Investment Operations

Are you an experienced Investment Operations professional looking to grow your career in a collaborative and entrepreneurial environment? A leading financial services firm in the Twin Cities seeks an Analyst to join their Operations team, managing trade capture, settlement, and lifecycle events for debt-related investments. Reporting directly to the Head of Operations, this role offers exposure to key stakeholders across Investment Professionals, Middle Office, Accounting, Treasury, and Tax.

Key Responsibilities:

+ Coordinate with brokers, custodians, and third-party administrators for transaction settlement and reconciliation.

+ Perform booking of non-exchange-traded products and daily cash/position reconciliations.

+ Set up securities and maintain data in a security master.

+ Act as a liaison with Investment Professionals and support departments (Accounting, Treasury, etc.).

+ Lead initiatives to drive operational efficiency and enhance processes.

Qualifications:

+ 2-7 years of Operations experience, preferably in a credit-focused or debt investment firm.

+ Familiarity with fixed income, structured finance, and private debt.

+ Proficiency in Excel and Outlook; experience with tools such as Bloomberg, CTM, MarkitWire, ICE, and ClearPar (preferred).

+ Coding skills (Tableau/Sigma/Python/SQL) are a plus.

+ Strong analytical and communication skills with attention to detail.

+ Proactive mindset and willingness to take ownership of tasks.

If you’re ready to take the next step in your career and thrive in a fast-paced, high-performing environment, we’d love to speak with you!

Contact:

Douglas Rickart at 612-249-0330 or connect on LinkedIn. Alternatively, click the application link to submit your resume today!

Requirements

• Minimum of 4 years of experience in the Financial Services industry

• Proven experience in Investment Operations

• Strong understanding and experience in Debt Settlement

• Proficiency in Fixed Income Investments and Fixed Income Trading

• Experience in Cash Reconciliations

• Demonstrated skills in Trading within a Financial Services context

• Knowledge and experience in Institutional Investment

• Experience working in or with an Investment Company

• Strong skills in Investment Management

• Bachelor's degree in Finance, Business, or related field is preferred

• Excellent analytical, problem-solving, and decision-making skills

• Strong attention to detail and exceptional organizational skills

• Ability to work independently and collaboratively within a team environment

• Excellent verbal and written communication skills

• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint

• Knowledge of financial software and databases is a plus

• Ability to manage multiple tasks and projects simultaneously under tight deadlines.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .