Sr. Analyst - Custody & Investment Operations - Work from Home - Select States Only

The Sr. Analyst, Custody & Investment Operations supports retirement plan investment accounts across multiple custodial platforms. This role assists with transfers in-kind, SDBAs, CIT and Stable Value participation agreements, account setup and maintenance, and asset movements. The position partners with custodians, fund providers, advisors, internal teams, and compliance partners to support account administration, asset transfers, investment onboarding, and ongoing custodial operations.

The role also supports trade operations, reconciliations, documentation, and process improvements.

Responsibilities

are shared across the Trade Ops team and require close collaboration. The base salary range is $80,000-$95,000, plus eligibility for an annual performance bonus and other total rewards.