Custodian Data Operations Analyst

Ridgeline•Reno, NV

7d•Onsite

About The Position

Ridgeline is the industry cloud platform for investment management, founded by visionary tech entrepreneur Dave Duffield. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry, prioritizing security, agility, and usability. As a Custodian Data Operations Analyst, you will support custodian onboarding and ongoing data operations for client implementations. This role is execution-focused, requiring strong organization, attention to detail, and comfort working within defined processes while escalating exceptions. The team's connectivity onboarding function is scaling to support increased customer implementations, making this role critical to growth. At Ridgeline, we value acting like owners, choosing growth over comfort, communicating with transparency, assuming positive intent, biasing toward action, and bringing solutions. We are a fast-growing, people-first company recognized for our innovation and workplace culture.

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 authorization 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.