Senior Investment Operations Analyst, Customer Support

Are you a detail-oriented problem solver with a passion for streamlining complex investment operations? Do you enjoy collaborating closely with customers and cross-functional teams to solve high-impact operational challenges? Are you eager to bring innovation and automation to middle- and back-office workflows in the investment management industry? If so, we invite you to be a part of our innovative team.

As a Senior Investment Operations Analyst, you’ll play a key role in supporting Ridgeline customers by managing critical investment operations functions such as reconciliation, performance reporting, trade capture, and more. You’ll be the go-to expert ensuring that customer operations are accurate, timely, and scalable. This role also helps bridge customer experience and product evolution by identifying process improvements and automation opportunities. You’ll work with cutting-edge technology, including AI tools such as ChatGPT, to deliver efficient, forward-thinking solutions and insights that shape the future of investment operations.

At Ridgeline, how we work matters as much as what we build.
Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we’d love to meet you.

You must be work authorized in the United States without the need for employer sponsorship.

The impact you will have:

• Account Administration – Set up new accounts, process updates and terminations, and maintain portfolio group structures as directed by customers.
• Investment Accounting – Record financial transactions on a trade-date basis, process income and expense accruals, and support period-end close activities.
• Trade Capture & Settlement –Ensure accurate posting, support post-trade workflows (matching, confirmations, allocations), and meet T+1 settlement requirements.
• Corporate Actions – Process mandatory corporate actions and reconcile all activity through standard controls.
• Pricing & Security Master – Apply daily pricing, FX rates, and security master data from third-party vendors, resolving exceptions and ensuring compliance with customer policies.
• Reconciliation – Perform daily reconciliations of positions, transactions, cash, and tax lots between Ridgeline and custodians/prime brokers; research and resolve breaks with clear documentation.
• Performance – Support daily and monthly performance reporting, ensuring calculations align with GIPS standards and addressing customer inquiries on returns and composites.
• Customer Engagement – Deliver exception reports, investigate and resolve inquiries, and surface operational insights that help improve both customer outcomes and Ridgeline’s platform.
• Automation & Innovation – Identify opportunities to streamline processes through AI/ML and automation, working with the broader team to design smarter workflows that scale with customer needs.

What we look for:

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• 3–5 years of experience in investment operations or a related middle/back-office function.
• Familiarity with portfolio accounting, reconciliation, performance reporting, and trade lifecycle management.
• Strong attention to detail with a commitment to accuracy and timeliness.
• Analytical and problem-solving skills, with the ability to resolve breaks and exceptions independently.
• Excellent written and verbal communication skills for working with customers and internal teams.
• Proficiency with Google Apps or MS Office, especially spreadsheets.
• Curiosity about new technologies, including AI-driven tools, and willingness to learn.
• Flexibility to support early-morning start times (as early as 3:00am PST) when required by customer operations.

Bonus:

• Experience with enterprise SaaS or fintech platforms.
• Familiarity with tools such as Slack, JIRA, Confluence, or Kantata.
• Exposure to APIs, AWS, or other cloud-based architectures.
• CFA or CPA designation (or progress towards one).

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. 

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits 

The cash compensation amount for this role is targeted at $115,000-$137,500. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. 

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product. 

In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.

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