Entry-Level Financial Analyst: Operations & Client Service

PrincePerelson and Associates; Salt Lake City (UT); On-site; USD 47,000 - 56,000; Full time

Benefits offered by this job

Competitive Compensation

Medical Benefits

PTO

Weekly Pay

Job summary

PrincePerelson & Associates is seeking a Financial Analyst (Operations / Client Service) for their Salt Lake City, UT office. This entry-level role supports the operations team handling trade lifecycle, risk management, and client service tasks to ensure accurate processing of investments.

You'll work with brokerage and risk teams, develop foundational knowledge of equities, fixed income, and funds, and gain hands-on experience in a dynamic financial services environment with competitive pay and

Qualifications

• Team player with strong organizational, technical, and communication skills.
• Interest in financial markets and investment products.
• Analytical with attention to detail and a risk‑aware mindset.
• Excellent interpersonal skills to collaborate with diverse teams.
• Proactive and adaptable, able to manage multiple priorities.

Responsibilities

• Develop foundation in trade lifecycle and operations of investment products.
• Collaborate with brokerage, execution, and client service to deliver support while managing risk exposure.
• Work with business and risk teams to drive growth with strong risk controls.
• Strengthen multitasking and attention to detail in a dynamic environment.
• Contribute to process improvements by exploring new tools and technologies.

Skills

Team player

Organizational skills

Technical skills

Communication

Risk management

Analytical

Problem-solving

Interpersonal skills

Adaptability

Multitasking

Job description

PrincePerelson & Associates is seeking a Financial Analyst (Operations / Client Service) for their Salt Lake City, UT office. This entry-level role supports the operations team handling trade lifecycle, risk management, and client service tasks to ensure accurate processing of investments.

You'll work with brokerage and risk teams, develop foundational knowledge of equities, fixed income, and funds, and gain hands-on experience in a dynamic financial services environment with competitive pay and