CareerPlan

Custody Operations Analyst

Milwaukee, WI, USFull-time$60k–$71k2026-11-06 → 2026-11-11
Based in United States

Core

Monitor custody accounts and statement activity to ensure accurate production and release, resolve discrepancies, and manage master trust evaluations.

Role type

Custody Operations Analyst

Builds

Accurate custody statements and master trust structures for financial institutions

Domain

Banking / Financial Services / Custody Operations

Required skills

Analytical skills, numerical problem-solving, process management, independent judgment, technical aptitude, data manipulation

Preferred skills

Microsoft Excel, banking experience, process improvement, stakeholder communication

Technologies

Microsoft Excel, business applications, request-management tools

Responsibilities

Monitor custody accounts and statement activity, research and resolve statement exceptions, complete statement releases, perform master trust evaluations, manage BPM requests, provide technical support, identify operational risks, contribute to process improvements

Seniority

Mid-level, hands-on IC