Custodian Data Operations Analyst

Ridgeline•Reno, NV

8d•$86,700 - $104,000

About The Position

As a Custodian Data Operations Analyst at Ridgeline, you'll support custodian onboarding and ongoing data operations for client implementations. You'll help coordinate standard onboarding steps, maintain trackers and documentation, validate required setup details, and support feed-readiness activities across customers, custodians, and internal teams. This is an execution-focused role, best suited for someone who is highly organized, detail-oriented, and comfortable working within a defined process while escalating exceptions quickly and clearly. The team's connectivity onboarding function is scaling to support an increased volume of customer implementations over the next 8–12 months, and this role is critical to that growth. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you. You must be work authorized in the United States without the need for employer sponsorship.

Requirements

0–2 years of experience in operations, financial services, client service, onboarding, project coordination, or data support.
Strong organizational skills and follow-through, with a demonstrable personal system for managing high-volume correspondence.
High attention to detail and comfort working with spreadsheets, trackers, and checklists.
Clear written communication skills, with the ability to communicate effectively across both technical and non-technical stakeholders.
Ability to manage multiple tasks and deadlines in a fast-paced environment.
Interest in learning custodian onboarding, data feeds, and investment operations.
Work authorized in the United States without the need for employer sponsorship.

Nice To Haves

Exposure to investment operations, reconciliations, implementation support, or custodial workflows.
Experience working with customer-facing processes or external counterparties.
Familiarity with file-based operational processes, account setup, or data validation work.
Experience with AI or automation tooling in an operational context.
Prior experience training or mentoring junior team members.

Responsibilities

Own the end-to-end custodian connectivity onboarding process for an assigned portfolio of customers, maintaining trackers, status lists, and supporting documentation.
Collect and organize required onboarding inputs such as account lists, custodian contacts, and authorization status.
Prepare standard communications and support follow-up related to authorization and feed setup requests.
Review reports, files, and trackers for missing accounts, setup gaps, or incomplete information, and route issues for review.
Support account add/remove activities and other onboarding maintenance tasks.
Follow defined SOPs and checklists with strong attention to detail, escalating non-standard scenarios, delays, or data issues to senior team members promptly.
Coordinate across multiple internal and external stakeholders simultaneously — customers, custodians, project managers, and data migration specialists — to keep implementations organized and moving forward.
Identify opportunities to streamline and optimize the onboarding process, including through AI and automation tooling.