Custodian Data Operations Analyst
Core
Support custodian onboarding and ongoing data operations for client implementations, coordinating standard steps and validating setup details.
Role type
Operations Analyst (Custodian Connectivity)
Builds
Client connectivity onboarding workflows and data feed readiness
Domain
Investment Management / Financial Services
Deliverable
product features
Required skills
Data validation, process coordination, stakeholder management, spreadsheet proficiency, issue escalation, documentation management
Preferred skills
AI/automation tooling, investment operations knowledge, mentoring
Technologies
Spreadsheets, trackers, checklists
Responsibilities
Maintain onboarding trackers and documentation, collect and organize account lists and authorization status, review reports for setup gaps, coordinate with internal and external stakeholders, escalate non-standard scenarios, identify process optimization opportunities
Seniority
Junior to Mid-level, hands-on IC
