Operations Analyst

Russell Tobin; Salt Lake City (UT); On-site; USD 29,000 - 32,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement savings

Life & disability insurance

Employee assistance program

Legal support

Discounts with vendors

Job summary

Russell Tobin is seeking an Operations Analyst in Salt Lake City, UT to support KYC/onboarding and resolve trade and settlement issues. The role requires collaboration across teams and a focus on risk controls, process improvement, and operational efficiency.

The position offers a pay rate of $21–$23 per hour, with a start date targeted for November 2, 2026, and potential temp-to-hire based on performance and business needs.

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, or related field preferred.
• Experience in financial services or financial operations preferred.
• Exposure to trade operations, KYC, or investment products highly preferred.
• Understanding of end-to-end trade lifecycle: execution, clearing, settlement, custody.
• Strong Excel skills: Pivot Tables and VLOOKUPs.
• Familiarity with Alteryx, Tableau, Python, SQL, or RPA is highly preferred.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Responsibilities

• Support KYC and onboarding-related cases with complete and accurate information.
• Review unmatched trades, trade breaks, settlement exceptions, and operational items.
• Investigate issues and partner with internal teams to resolve exceptions.
• Monitor daily processes and follow risk controls to prevent operational breaks.
• Support processes related to various investment products (equities, fixed income, mutual funds, IRA).
• Collaborate with business, front-office, back-office, compliance, legal, and tech teams.
• Maintain documentation and adhere to procedures, controls, and regulatory requirements.
• Analyze data and identify opportunities to improve efficiency and scalability.
• Participate in training to learn team processes, systems, and workflows.

Skills

Excel skills

Analytical ability

Problem solving

Communication

Organizational skills

Education

Bachelor’s degree in Finance, Business, Accounting, or related field

Tools

Alteryx

Tableau

Python

SQL

RPA

Job description

Our client, a leading financial services organization, is looking to hire an Operations Analyst in Salt Lake City, UT.

Pay Rate Range: $21–$23/hour, depending on experience

Responsibilities:

• Support KYC and onboarding-related cases, ensuring required information and documentation are complete and accurate.
• Review and resolve unmatched trades, trade breaks, settlement exceptions, and other operational items.
• Investigate operational issues and partner with appropriate internal teams to identify and resolve exceptions.
• Monitor daily processes and follow established risk and control procedures to help prevent operational breaks.
• Support operational processes related to RIA-initiated investment products, including equities, fixed income, mutual funds, and retirement/IRA products.
• Collaborate with business, front-office, middle/back-office, compliance, legal, and technology teams to resolve operational issues.
• Maintain accurate documentation and adhere to established procedures, controls, and regulatory requirements.
• Analyze data and identify opportunities to improve operational efficiency and scalability.
• Participate in training to learn team processes, systems, and workflows.

Requirements:

• Bachelor’s degree in Finance, Business, Accounting, or a related field preferred.
• Previous experience in financial services or financial operations preferred.
• Exposure to trade operations, brokerage operations, KYC, client onboarding, or investment products highly preferred.
• Understanding of the end-to-end trade lifecycle, including execution, clearing, settlement, and custody.
• Familiarity with the custodian-advisory model and brokerage operations.
• Experience identifying and managing operational risks, trade breaks, settlement exceptions, or unmatched trades.
• Strong Microsoft Excel skills, including Pivot Tables and VLOOKUPs.
• Exposure to Alteryx, Tableau, Python, SQL, or RPA is highly preferred.
• Strong analytical, problem-solving, communication, and organizational skills.
• Exceptional attention to detail and accuracy.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong understanding of operational controls and risk mitigation.
• Location: Salt Lake City, UT.
• Contract Duration: Initially expected through the end of 2026 and into Q1 2027.
• Potential Temp-to-Hire: Potential opportunity for permanent conversion based on business needs and performance.
• Start Date: Targeting November 2, 2026.
• Interview Process: 1 round.

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates**:** Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.