RIA Custody & Control Analyst

Insight Global; Salt Lake City (UT); On-site; USD 65,000 - 75,000; Full time

Job summary

Insight Global is seeking an RIA Custody Analyst to sit on site in Salt Lake City, 5 days a week, supporting the Broker Operations team. You will work with brokerage, execution and servicing experts to ensure risk is mitigated and processes run smoothly.

The role requires 1+ year of experience in a financial institution, a related Bachelor's degree, and knowledge of custody, portfolio management, and risk management. Excellent communication with internal clients is essential.

Qualifications

• 1+ years of experience in a financial institution.
• Knowledge of asset servicing, portfolio management and/or clearing operations.
• Hands on experience with risk management and analysis.
• Aptitude for building relationships and communicating complex issues to internal clients.

Responsibilities

• Understand the trade lifecycle and process flows for RIA initiated investment products.
• Partner with brokerage, execution and servicing teams to deliver client service while mitigating exposure risk.
• Support growth initiatives with a focus on risk and controls around RIA initiated products.
• Show meticulous attention to detail and ability to manage multiple tasks simultaneously.
• Identify process and controls improvements using evolving tools to enable scalability.

Skills

Financial institution experience

Risk management

Relationship building

Communication skills

Education

Bachelor's degree in related field

Job description

Insight Global is seeking an RIA Custody Analyst to sit on site in Salt Lake City, 5 days a week, supporting the Broker Operations team. You will work with brokerage, execution and servicing experts to ensure risk is mitigated and processes run smoothly.

The role requires 1+ year of experience in a financial institution, a related Bachelor's degree, and knowledge of custody, portfolio management, and risk management. Excellent communication with internal clients is essential.