Investment Operations Analyst I

Make an Impact. Bring Your Detail. Join the Team that Delivers More.

For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps our clients build their ideal futures. If you want to be part of a culture that is defined by strong values – Savant is right for you.

We’re looking for an Investment Operations Analyst who thrives on precision, takes pride in delivering high-quality work, and enjoys being part of a collaborative, results-driven team. This role is ideal for someone who loves solving data puzzles, ensuring operational accuracy, and contributing to continuous improvement. If you're detail-oriented, energized by both independence and teamwork, and want your work to have a real impact — read on.

The Investment Operations Analyst can expect to focus in the following areas:

• Ensure accurate portfolio data through proactive auditing and resolving discrepancies
• Troubleshoot and solve data-related issues while partnering with custodians, technology vendors, and internal teams
• Maintain client account and portfolio setup, including timely updates and manual tracking
• Support quarterly billing and performance reporting processes
• Respond to internal and external reporting and data inquiries with accuracy and clarity
• Participate in process enhancements, system integrations, and special data projects
• Document procedures and recommend improvements for scale and efficiency
• Support teammates as needed and contribute to shared department goals
  
  

A couple things to note about our Investment Operations Analyst position:

• Location: This position can be based in either our Rockford, IL headquarters or our office in Middleton, WI.
• Work Model: Standard business hours with flexibility as needed; occasional extended hours during reporting cycles. In office work will be required.
• Team Dynamic: You’ll be part of a fun, high-performing operations team that values camaraderie, quality, and making a difference
  
  

Qualifications

The Investment Operations Analyst position typically requires the following qualifications:

• Education:
• Bachelor’s degree in finance, accounting, economics, mathematics, or related field preferred
• Experience:
• 1–3 years of experience in financial operations or investment data-related roles
• Familiarity with platforms such as Tamarac, Orion, Black Diamond, or Morningstar Office a plus
• Core Competencies & Skills:
• Strong analytical and financial acumen
• Advanced Excel proficiency and confidence using Microsoft Office Suite
• Exceptional attention to detail and a drive for accuracy
• Self-starter with the ability to prioritize and manage multiple tasks independently
• Team-focused mindset with a willingness to support others
• Clear and concise communicator—especially when translating complex data into simple insights
  

Why Join Us?

Our Vision: Transform personal and financial dreams into goals and goals into reality.

Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.

We are a team with distinct backgrounds and diverse views. We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world-class service. Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our daily interactions with each other, our clients, and our communities.

The Perks

At Savant, we are committed to supporting our employees' well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $55,000 - $81,000. Final base pay will be determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. This role may also be eligible for incentive compensation and benefits.

Benefits

In addition to compensation, we offer a benefits package designed to enhance both your personal and professional life. Below is an overview, with specifics available during the hiring process:

• Benefit Eligibility on Day One
• Choice of Medical Plans, Dental, Vision
• Health & Wellness Accounts (HSA/FSA)
• Company-Paid Life, AD&D, and Disability Coverage
• 401(k) with Company Match
• Generous Paid Time Off + Paid Holidays + Savantiversary
• Summer Hours
• Additional Leaves (Parental, Bereavement, Personal, etc.)
• Dress for Your Day Policy
• Employee Recognition Programs & Incentive Plans
• Wellness & Club Membership Reimbursements
• Exclusive Discounts & Savant Swag Allowance
  
  

Take your career to new heights — apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC is an Equal Opportunity Employer.