HHiring Reality
← Ridgeline

Custodian Data Operations Analyst

Ridgeline
Location
San Ramon, CA; Reno, NV
Posted
19 days ago
Department
Customer Experience
Salary
$86,700–$102,000
What they actually want (must-haves)
  • 0–2 years of experience in operations, financial services, client service, onboarding, project coordination, or data support
  • Strong organizational skills and follow-through
  • High attention to detail and comfort working with spreadsheets, trackers, and checklists
  • Clear written communication skills
  • Ability to manage multiple tasks and deadlines in a fast-paced environment
  • Interest in learning custodian onboarding, data feeds, and investment operations
Nice to have
  • Exposure to investment operations, reconciliations, implementation support, or custodial workflows
  • Experience working with customer-facing processes or external counterparties
  • Familiarity with file-based operational processes, account setup, or data validation work
  • Experience with AI or automation tooling in an operational context
  • Prior experience training or mentoring junior team members
What the job really is

As a Custodian Data Operations Analyst at Ridgeline, you will support the onboarding and ongoing data operations for client implementations, focusing on custodian connectivity. Your daily tasks will include maintaining documentation, validating setup details, and coordinating with various stakeholders to ensure smooth implementations. This role is execution-focused, requiring strong organizational skills and attention to detail as you manage a portfolio of customers through the onboarding process.

Benefits
  • Typical starting compensation range of $86,700–$102,000 OTE
  • Unlimited vacation
  • Educational and wellness reimbursements
  • $0 cost employee insurance plans
  • Participation in Company Stock Plan
Things to weigh
  • No specific mention of remote work options
  • Role may involve high-volume correspondence and fast-paced environment
  • Focus on execution may limit opportunities for creative problem-solving
Job score3.8/5
Benefits3/5
Freshness4/5
Career value3/5
Role clarity4/5
Pay transparency5/5

Applying to Ridgeline?

See how your résumé matches this role — and tailor it from what actually gets interviews.

Calculate resume scoreGenerate resume to apply
Job Link →