Financial Analyst (Operations / Client Service) – Entry Level

PrincePerelson and Associates; Salt Lake City (UT); On-site; USD 65,000 - 77,000; Full time

Benefits offered by this job

Medical Benefits

PTO

Weekly Pay

Job summary

PrincePerelson & Associates is seeking a Financial Analyst (Operations / Client Service) in Salt Lake City, UT. This entry-level role offers exposure to trade lifecycle operations across equities, fixed income, mutual funds, and retirement products, with a focus on risk management and process controls.

You will collaborate with brokerage, execution, and client service teams to deliver reliable support while managing risk exposure and contributing to growth.

Qualifications

• Enthusiastic team player with strong organizational, technical, and communication skills, eager to learn and grow in a dynamic environment.
• Passion for financial markets and investment products, with a willingness to develop expertise in a fast-paced, challenging setting.
• Strong analytical and problem-solving skills with keen attention to detail and a risk-aware mindset.
• Excellent interpersonal skills, with the ability to collaborate effectively and explain complex concepts to diverse teams.
• Proactive and adaptable, capable of managing multiple priorities while taking ownership of tasks and responsibilities.
• Thrives in a collaborative environment, remains flexible under pressure, and is eager to contribute to a growing and innovative team.

Responsibilities

• Develop a strong foundation in the trade lifecycle and operations of RIA-initiated investment products, including equities, fixed income, mutual funds, and retirement products.
• Collaborate with experienced professionals in brokerage, execution, and client service to deliver exceptional support while managing risk exposure.
• Work closely with business and risk teams to drive growth while maintaining strong risk and control measures for investment products.
• Strengthen multitasking and attention to detail by managing multiple responsibilities in a dynamic environment.
• Contribute to process improvements by exploring new tools and technologies that enhance efficiency and scalability.

Skills

Teamwork

Organizational skills

Technical skills

Communication

Analytical thinking

Risk awareness

Job description

Financial Analyst (Operations / Client Service) | Entry-Level

Location: Salt Lake City, UT

Comp: $47-56K/hr

We are working with a prominent financial services organization to find a dedicated Financial Analyst to join their operations team in Salt Lake City, UT. The operations team plays a critical role in risk management and process control, ensuring seamless execution across all transactions, new products, and market activities.

We are seeking a Financial Analyst who is highly motivated professional with strong teamwork, organizational, technical, communication, and risk management skills. The ideal candidate has a keen interest in financial markets and products and thrives in a fast-paced, dynamic environment.

What You’ll Be Doing:

• Develop a strong foundation in the trade lifecycle and operations of RIA-initiated investment products, including equities, fixed income, mutual funds, and retirement products.
• Collaborate with experienced professionals in brokerage, execution, and client service to deliver exceptional support while managing risk exposure.
• Work closely with business and risk teams to drive growth while maintaining strong risk and control measures for investment products.
• Strengthen your multitasking and attention to detail skills by managing multiple responsibilities in a dynamic environment.
• Contribute to process improvements by exploring new tools and technologies that enhance efficiency and scalability.

Qualifications:

• Enthusiastic team player with strong organizational, technical, and communication skills, eager to learn and grow in a dynamic environment.
• Passion for financial markets and investment products, with a willingness to develop expertise in a fast-paced, challenging setting.
• Strong analytical and problem-solving skills with keen attention to detail and a risk-aware mindset.
• Excellent interpersonal skills, with the ability to collaborate effectively and explain complex concepts to diverse teams.
• Proactive and adaptable, capable of managing multiple priorities while taking ownership of tasks and responsibilities.
• Thrives in a collaborative environment, remains flexible under pressure, and is eager to contribute to a growing and innovative team.

What's in It for You:

• Gain hands-on experience in a dynamic and supportive environment.
• Develop your understanding of the financial industry and client onboarding.
• Collaborate with a diverse team of professionals.
• Competitive Compensation
• Medical Benefits, PTO, Weekly Pay

PrincePerelson & Associates is an Equal Opportunity Employer and complies with all provisions of the EEO and ADA laws. We do not discriminate in our employment practices on the basis of race, color, religion, national origin, sex (including sexual orientation and sexual identity), age, genetic information, parental status, military status, disability, or any non-merit-based factors or other federal, state, or locally protected class. All applicants applying for U.S. job openings must be authorized to work in the United States