Senior Investment Operations Analyst, Customer Support

We are seeking a detail-oriented problem solver to join our team as a Senior Investment Operations Analyst. The successful candidate will play a key role in supporting our customers by managing critical investment operations functions, and will work closely with cross-functional teams to solve high-impact operational challenges.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• 3–5 years of experience in investment operations or a related middle/back-office function.
• Familiarity with portfolio accounting, reconciliation, performance reporting, and trade lifecycle management.
• Strong attention to detail with a commitment to accuracy and timeliness.
• Analytical and problem-solving skills, with the ability to resolve breaks and exceptions independently.
• Excellent written and verbal communication skills for working with customers and internal teams.
• Proficiency with Google Apps or MS Office, especially spreadsheets.
• Curiosity about new technologies, including AI-driven tools, and willingness to learn.
• Flexibility to support early-morning start times (as early as 3:00am PST) when required by customer operations.

Benefits

• Unlimited vacation
• Educational and wellness reimbursements
• 100% of Ridgeline employees can participate in our Company Stock Plan
• $0 cost employee insurance plans