Analyst

Supporting the administration and servicing of retirement plan investment accounts, the full-time Senior Analyst - Investment Operations will manage custodial account maintenance, transfers in-kind, and Self-Directed Brokerage Account operations while working remotely from select states. Key responsibilities Oversee custodial account administration, including account establishment, maintenance requests, and documentation tracking Coordinate transfers in-kind and asset movements, ensuring timely processing and resolution of discrepancies Assist with trade operations support and process improvement initiatives across investment operations Required qualifications 5+ years of experience in retirement plan, custodial, or investment operations Strong understanding of mutual fund processing and custodial account documentation Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field Proficiency in advanced Microsoft Excel for data analysis and reporting Experience with Self-Directed Brokerage Accounts and asset transfer processes