Investment Operations Analyst

Expires on February 19, 2026

Full-Time Job Accounting, Data Analytics, Economics & Finance

As an Investment Operations Analyst at Ludacka Wealth Partners, you will support our advisory and investment teams by executing and overseeing the operational components of client investment accounts. This role is responsible for ensuring accurate account setup, transaction processing, reporting, and client-facing maintenance & servicing.

This position is ideal for a highly organized, detail-oriented professional who thrives in a fast-paced environment and takes ownership of time-sensitive workflows. Investment Operations Analysts work closely with advisors, planning teams, custodial partners, and the Northwestern Mutual home office to ensure investment activity is processed accurately, efficiently, and in compliance with firm standards. This is a core operations role focused on execution, controls, and reliability- not sales, business development, or advisor training.

Investment Operations Analyst play a critical role in the firm’s ability to deliver a consistent, high-quality client experience. This role offers the opportunity to develop deep expertise in investment servicing, operational controls, and portfolio implementation within a growing advisory firm.

Top performers may grow into senior operations roles, portfolio management positions, or specialized operational functions over time.

• Execute investment account openings, maintenance, and servicing for brokerage & retirement accounts.
• Process client transactions including contributions, withdrawals, transfers & reallocations.
• Coordinate with custodians and internal partners to resolve account issues and operational exceptions.
• Generate and review investment-related reports, confirmations, and account documentation for accuracy and completeness.
• Support portfolio implementation and rebalancing activities in coordination with investment leadership.
• Monitor transaction status and maintain accurate records across CRM and internal systems.
• Adhere to compliance, operational controls, and internal policies throughout the investment lifecycle.
• Identify inefficiencies, errors, or risks in workflows and proactively recommend process improvements
• Other duties as assigned
• This is a salaried position on the operations team – no sales or business development is required in this role

• High attention to detail, strong organizational skills, and a high degree of accountability.
• Demonstrate the highest level of integrity, sound judgement, and professionalism.
• Ability to work through complex & ambiguous situations with limited formal authority
• Proactive mindset with the ability to anticipate needs and resolve issues independently
• Comfort operating in in a fast-paced professional environment
• Willing to work full-time in-person in our Omaha office
• Bachelor’s degree in finance, economics, accounting, or a related field preferred
• FINRA SIE, Series 7, and Series 63/66 required
• 0-3 years prior experience in investment operations, client service, or financial services administration preferred

Ludacka Wealth Partners is a financial planning and advisory firm, which for 25+ years has offered wealth management, retirement and estate planning, and comprehensive insurance coverage to clients in over 40 states. In 2025, Ludacka Wealth Partners was ranked as a Top 20 Financial Security Practice in the United States by Forbes Magazine. and was recognized by Northwestern Mutual as the #5 financial advisory firm in the Northwestern Mutual network nationwide
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Ludacka Wealth Partners is an independently owned financial planning and advisory firm that represents Northwestern Mutual.