Senior Investment Operations Analyst, Customer Support

Who you are

You are a detail-oriented problem solver with a passion for streamlining complex investment operations. With a strong background in investment management, you enjoy collaborating closely with customers and cross-functional teams to solve high-impact operational challenges. You are eager to bring innovation and automation to middle- and back-office workflows, ensuring that customer operations are accurate, timely, and scalable. Your expertise in customer support makes you the go-to expert for managing critical investment operations functions such as reconciliation, performance reporting, and trade capture.

You thrive in environments that encourage growth and innovation, and you are excited about leveraging cutting-edge technology, including AI tools like ChatGPT, to deliver efficient, forward-thinking solutions. You understand the importance of bridging customer experience and product evolution by identifying process improvements and automation opportunities. You are committed to fostering a collaborative, high-performing culture where communication is transparent and solutions are prioritized over problems.

Desirable

Experience with investment management software and tools is a plus, as is familiarity with automation technologies that enhance operational efficiency. You are comfortable working in a hybrid environment and are adaptable to the evolving needs of the organization.

What you'll do

As a Senior Investment Operations Analyst at Ridgeline, you will play a key role in supporting our customers by managing critical investment operations functions. You will be responsible for ensuring that all operations are executed accurately and efficiently, which includes overseeing reconciliation processes, performance reporting, and trade capture. Your analytical skills will be essential in identifying areas for improvement and implementing innovative solutions that enhance operational workflows.

You will collaborate closely with cross-functional teams to address customer needs and operational challenges, ensuring that our services meet the highest standards of quality. By leveraging AI tools, you will help streamline processes and improve the overall customer experience. Your insights will contribute to the evolution of our products, as you work to identify opportunities for automation and process enhancements.

In this role, you will also be involved in account administration, setting up new accounts, and ensuring that all customer operations are scalable and sustainable. You will act as a liaison between customers and internal teams, facilitating communication and ensuring that customer feedback is integrated into our operational strategies.

What we offer

At Ridgeline, we believe that how we work matters as much as what we build. We offer a supportive and inclusive work environment where employees feel valued and inspired to bring their best selves to work. Our benefits include unlimited vacation, educational and wellness reimbursements, and comprehensive insurance plans at no cost to employees. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse perspectives and backgrounds.

Join us in shaping the future of investment operations and be part of a team that celebrates wins, learns from setbacks, and thrives in a resilient, collaborative culture. We look forward to meeting you and exploring how you can contribute to our mission.