Investment Operations Analyst

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Donation matching
• Opportunity for advancement

Location:

Bloomington, MN

Employee Type:
Full-Time, hybrid – 3 days per week in office required.

Education:

College degree required.

Experience:

Financial industry experience is preferred or strong foundation in data analysis and data systems.

Birchwood Financial Partners helps clients gain confidence in their financial future by providing simplicity and solutions to their clients’ complex financial situations. As an independent Registered Investment Advisor (RIA) firm and fiduciary, we provide ongoing wealth management and investment management services to individuals and families in the Twin Cities and throughout the country. Established in 1990, we focus on client relationships, collaboration, education, and integrity.

We were awarded the title of one of the top 10 Financial Advisory firms in Minneapolis, St. Paul and Edina for three years running. One of our specialties is helping clients invest with their values by offering Sustainable, Responsible, Impact(SRI) investing.

We are looking for a motivated Investment Operations Analyst to support and strengthen our investment operations, performance measurement, data management, investment analysis, and systems oversight. This role focuses on accuracy, process improvement and optimization, and technology-driven efficiency.

The ideal candidate excels at analyzing large, complex data sets and designing systematic processes that produce accurate, reliable outputs. They combine strong logic and analytical skills with sound judgment, contextual awareness, and clear communication. Detail-oriented and focused, they manage multiple priorities, meet deadlines, and think critically to solve problems and optimize workflows. Highly adaptable, they work confidently with diverse software tools and recommend technology-driven improvements, including automation.

Integrity, accountability, and dependability are core to their professional approach. They desire to grow professionally and individually and in a manner that will contribute to the betterment of Birchwood and our industry.

• Bachelor’s degree is required. Emphasis in finance, economics, business, information systems, or related field is preferred; CFA® or CIMA® progress or data/BI certifications preferred but not required.
• Strong analytical and critical thinking skills with ability to interpret large data sets and ensure accuracy.
• Detail-oriented with a proactive mindset; capable of managing multiple priorities and meeting deadlines.
• Expertise in Microsoft Excel (advanced formulas, VBA, Pivot Tables, Power Query).
• Skilled in process optimization and workflow automation using modern tools.
• Committed to continuous learning and professional growth; actively seeks opportunities to expand skills and adapt to evolving tools and processes.
• Excellent verbal and written communication skills.
• Adaptable to new technologies and able to recommend improvements for efficiency and scalability.
• High integrity, professionalism, and ability to maintain confidentiality.
• Collaborative team player who builds trust across operations, IT, compliance, and client-facing teams.

Flexible work from home options available.