Data Operations Analyst Jobs in Lehi, UT (NOW HIRING)

About the Job

Russell Tobin is seeking an experienced and detail-oriented Financial Operations Analyst to support strategic initiatives, automation efforts, and day-to-day change management activities within a financial services environment. This role is ideal for professionals with 2–5 years of experience in Asset Management Operations, Wealth Management, Client Reporting, Fund Administration, or related financial services functions.

📍 Work Schedule: On-site

📍 Location: Salt Lake City, UT

📅 Full-Time Contract Opportunity

💲 Pay Rate: $25 – $27/hour

Key Responsibilities

• Support automation initiatives and reporting transformation efforts
• Assist with strategic projects and change management activities
• Document business requirements, operational processes, controls, and workflows
• Identify manual processes and support opportunities for automation and operational efficiency
• Coordinate project plans, action items, testing, and implementation activities
• Support User Acceptance Testing (UAT), process documentation, and rollout communications
• Coordinate with Operations, Technology, Product, and Business teams
• Track project issues, risks, action items, and escalation items
• Facilitate meetings, gather requirements, and follow up on outstanding action items
• Provide operational support and assist with execution of strategic priorities
• Analyze data sources and support reporting and data quality initiatives
• Assist with reconciliation processes and data governance activities
• Communicate project updates and changes to key stakeholders
• Operate independently while managing multiple priorities and deadlines

Qualifications

• 2–5 years of experience in Asset Management Operations, Wealth Management, Client Reporting, Fund Administration, or related financial services functions
• Strong understanding of operational processes, controls, and data flows
• Experience documenting business requirements and process workflows
• Experience supporting process improvement and operational efficiency initiatives
• Intermediate to advanced Microsoft Excel skills, including:
• Pivot Tables
• Power Query
• Advanced formulas
• Data analysis
• Experience with reporting automation or data visualization tools such as Alteryx, Tableau, Power BI, Qlik, Seismic, SmartDX, or similar platforms
• Ability to analyze data sources and identify opportunities for process automation
• Basic understanding of data governance, data quality, and reconciliation processes
• Strong project coordination and organizational skills
• Excellent written and verbal communication skills
• Ability to communicate effectively with both business and technical stakeholders
• Strong follow-up skills and ability to manage multiple priorities
• Ability to work independently with limited supervision

Preferred Qualifications

• Experience working on reporting transformation, process automation, or operational excellence initiatives
• Familiarity with alternative investments, fund reporting, or investor reporting processes
• Familiarity with SQL or other data querying tools
• Experience coordinating change initiatives across multiple stakeholders
• Experience supporting UAT, implementation, and rollout activities
• Strong ability to identify process improvements and recommend solutions
• Positive, proactive, and collaborative attitude

What We Offer

PrideGlobal and its affiliates offers eligible employees a comprehensive benefits package, including:

• Medical, dental, and vision coverage
• Supplemental insurance (accident, critical illness, and hospital indemnity)
• 401(k) retirement savings plan
• Life and disability insurance
• Employee Assistance Program (EAP)
• Legal support services
• Pet insurance options
• Employee discounts with preferred vendors

If you are an operations professional with a strong background in financial services, data analysis, automation, and change management, we encourage you to apply!

More about us:

Equal Employment Opportunity

PrideGlobal and its affiliates are an equal opportunity employer. We do not discriminate based on race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision-making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Fair Chance Employment

PrideGlobal and its affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

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