[Hiring] Senior Analyst - Custody & Investment Operations @Slavic401k

Role Description

The Sr Analyst - Custody & Investment Operations supports the administration, maintenance, and servicing of retirement plan investment accounts across multiple custodial platforms. This position assists with:

• Transfers in-kind
• Self-Directed Brokerage Account (SDBA) operations
• Collective Investment Trust (CIT) participation agreements
• Stable Value fund participation agreements
• Account opening and maintenance activities
• Custodial asset movement

The role works with custodians, fund companies, Stable Value providers, advisors, internal operational teams, and compliance partners to ensure:

• Accurate account establishment
• Asset transfers
• Investment product onboarding
• Ongoing custodial administration

Additionally, the position supports trade operations activities, reconciliation processes, documentation, and operational improvement initiatives.

Qualifications

• 5+ years of retirement plan, trust, custodian, brokerage, investment operations, or recordkeeping experience
• Experience supporting investment operations, asset transfers, custodial account administration, or retirement plan investment processing
• Experience with transfers in-kind involving mutual funds, CITs, Stable Value funds, or SDBAs
• Experience with SDBA program servicing or brokerage account operations
• Experience completing custodial account openings and maintenance activities
• Experience working with custodians, broker-dealers, trust companies, or investment providers
• Experience supporting assets held at Charles Schwab, Fidelity, Mid Atlantic Trust Company, Matrix/Broadridge, or similar retirement plan custodians
• Exposure to CITs and Stable Value funds, including participation agreements and onboarding processes
• Experience supporting retirement plan conversions, asset transitions, or custody changes
• Experience participating in operational projects, process improvement initiatives, testing activities, or system implementations preferred

Requirements

• Working knowledge of retirement plan operations, recordkeeping platforms, and investment administration
• Strong understanding of mutual fund processing, investment operations, custodial accounts, and retirement plan investment structures
• Working knowledge of trust and custodial account documentation, participation agreements, and investment onboarding processes
• Understanding of securities settlement, trading operations, reconciliation processes, and cash movement activities
• Familiarity with workflow documentation, business requirements, data flows, operational controls, and testing methodologies
• General understanding of securities settlement and reconciliation processes
• Strong analytical, problem-solving skills
• Ability to manage multiple priorities while maintaining accuracy and attention to detail
• Advanced Microsoft Excel skills required including data analysis, reporting, and reconciliation support

Benefits

• Base salary range of $80,000-95,000
• Annual performance bonus eligibility
• Flexible work environment
• Medical, Dental, Vision, and Life Insurance
• 75% employer coverage of Medical Premiums
• Retirement Savings – 401(k) plan with generous company match, vested after 2 years
• Tuition Reimbursement up to $5,250/year
• Generous Paid Time Off upon hire – plus quarterly Work/Life Balance days and paid holidays
• Paid Parental Leave
• Voluntary Pet Insurance, Lifelock, and more
• 24/7 no-cost Employee Assistance Program (EAP)