RIA Custody Analyst: Trade Ops & Risk Control

Insight Global; Salt Lake City (UT); On-site; USD 55,000 - 75,000; Full time

Job summary

Insight Global is seeking an RIA Custody Analyst to join the Broker Operations team. This role supports Registered Investment Advisor custody operations and focuses on managing risk, controls, and operational processes across investment products and transactions.

The candidate will collaborate with brokerage, execution, and servicing teams to sustain strong risk management while delivering high-quality client support, with a fast-paced environment requiring attention to detail and adaptability.

Qualifications

• 1+ years of experience in a financial services or banking environment.
• Bachelor's degree in Finance, Business, Economics, or a related field.
• Knowledge of asset servicing, portfolio management, custody, clearing, or securities operations.
• Experience with risk management, operational controls, and analytical problem-solving.
• Strong communication skills with the ability to build relationships and explain complex concepts to internal stakeholders.

Responsibilities

• Develop understanding of the trade lifecycle and operational workflows for RIA investment products.
• Partner with brokerage, execution, and servicing teams to provide client support while managing risks.
• Collaborate with internal partners to support growth while maintaining risk and control standards.
• Manage multiple priorities in a fast-paced environment with high accuracy and attention to detail.
• Identify opportunities to enhance processes, strengthen controls, and improve scalability through evolving tools and technology.

Skills

Financial services experience

Risk management

Analytical skills

Communication

Education

Bachelor's degree in Finance

Job description

Insight Global is seeking an RIA Custody Analyst to join the Broker Operations team. This role supports Registered Investment Advisor custody operations and focuses on managing risk, controls, and operational processes across investment products and transactions.

The candidate will collaborate with brokerage, execution, and servicing teams to sustain strong risk management while delivering high-quality client support, with a fast-paced environment requiring attention to detail and adaptability.