Ludacka Wealth Partners · 1 day ago
Investment Operations Analyst
Omaha, NE
Full-time
Onsite
New Grad, Entry Level
0+ years expLudacka Wealth Partners is a financial planning and advisory firm that has been providing wealth management and insurance services for over 25 years. As an Investment Operations Analyst, you will support the advisory and investment teams by managing the operational components of client investment accounts, ensuring accuracy in account setup and transaction processing.
Financial ServicesLife InsuranceWealth Management
Responsibilities
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
Qualification
Required
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
FINRA SIE, Series 7, and Series 63/66 required
Preferred
Bachelor's degree in finance, economics, accounting, or a related field preferred
0-3 years prior experience in investment operations, client service, or financial services administration preferred
Company
Ludacka Wealth Partners
Ludacka Wealth Partners offers financial planning services, focusing on client security and trust.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase