Financial Analyst (Operations / Client Service)
PrincePerelson and Associates
Salt Lake City, UTFresher1h agovia LinkedIn
About the Role
We are seeking a dedicated Financial Analyst to join the operations team of a prominent financial services organization 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.
Key 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 skills by managing multiple responsibilities in a dynamic environment.
- Contribute to process improvements by exploring new tools and technologies that enhance efficiency and scalability.
Requirements & Tech Stack
- Highly motivated professional with strong teamwork, organizational, technical, communication, and risk management skills.
- Keen interest in financial markets and products.
- Thrives in a fast-paced, dynamic environment.
Qualifications
- Completed bachelor’s degree.
- 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.
Location: Salt Lake City, UT
Compensation: $47-56K/hr