Equity Analyst - Entry Level

PrincePerelson & Associates • Salt Lake City, UT • 3w ago

Salt Lake City, UT - Onsite

Must reside in commutable distance to Salt Lake City, Utah

$47-55K/year

Are you energized by complex problem-solving and building relationships with clients? We're hiring an Entry-Level Equity Analyst to join a fast-paced financial environment, supporting day-to-day equity trade activity and client servicing.

This is an excellent opportunity for someone looking to launch their career in financial operations, post-trade services, and market support. You'll work behind the scenes to help institutional clients navigate trade flows, settlement, and exception management.

What You'll Be Doing:

Overseeing trade settlement processes and ensuring transactions move seamlessly through the post-trade lifecycle.

Acting as the main contact for a group of institutional clients-handling inquiries, resolving trade breaks, and delivering timely support.

Researching and troubleshooting discrepancies using internal systems and external communication with brokers.

Ensuring data accuracy and escalating issues that may present financial risk or exposure.

Collaborating with internal teams to streamline processes and contribute to continuous improvement initiatives.

Analyzing trends and operational pain points to suggest workflow enhancements.

What You'll Need:

Bachelor's degree (required).

Strong communication and interpersonal skills; you'll work closely with internal and external stakeholders.

Excellent attention to detail with a focus on controls and risk awareness.

Comfort working under pressure in a deadline-driven environment.

Proficiency with Microsoft Excel (pivot tables, lookups, etc.).

Preferred:

Exposure to trade operations, reconciliations, or settlements.

Familiarity with macros, VBA, or advanced Excel functions.

Why Join?

Gain valuable experience supporting global institutional accounts.

Build a career foundation in financial operations, risk, and client servicing.

Learn from seasoned professionals in a highly collaborative setting.

Be part of a team that values continuous learning and innovation.

If you're analytical, process-oriented, and excited to contribute to critical financial workflows, apply today to get started.

PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States .

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