Custodian Data Operations Analyst

• Own the end-to-end custodian connectivity onboarding process for an assigned portfolio of customers, maintaining trackers, status lists, and supporting documentation.
• Collect and organize required onboarding inputs such as account lists, custodian contacts, and authorization status.
• Prepare standard communications and support follow-up related to authorization and feed setup requests.
• Review reports, files, and trackers for missing accounts, setup gaps, or incomplete information, and route issues for review.
• Support account add/remove activities and other onboarding maintenance tasks.
• Follow defined SOPs and checklists with strong attention to detail, escalating non-standard scenarios, delays, or data issues to senior team members promptly.
• Coordinate across multiple internal and external stakeholders simultaneously — customers, custodians, project managers, and data migration specialists — to keep implementations organized and moving forward.
• Identify opportunities to streamline and optimize the onboarding process, including through AI and automation tooling.

What we look for

• 0–2 years of experience in operations, financial services, client service, onboarding, project coordination, or data support.
• Strong organizational skills and follow-through, with a demonstrable personal system for managing high-volume correspondence.
• High attention to detail and comfort working with spreadsheets, trackers, and checklists.
• Clear written communication skills, with the ability to communicate effectively across both technical and non-technical stakeholders.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Interest in learning custodian onboarding, data feeds, and investment operations.

• 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.

The typical starting compensation range for new hires in this role is $86,700–$102,000 OTE.

In select locations (including the San Francisco Bay Area, CA, and the New York City Metro Area), the typical starting range is $88,000–$104,000 OTE.

Final compensation is determined by multiple factors, including candidate experience and expertise, and may vary from the ranges listed above.

As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product.

In addition to the base salary, Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement.

We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work.

These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans.

Please check out our Careers page (https://www.ridgelineapps.com/about/careers) for a more comprehensive overview of our perks and benefits.

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Candidate Privacy Policy .

Please review the Ridgeline Candidate Privacy Policy in full to understand our privacy practices and contact us with any questions.