
Financial Analyst 1
The Church of Jesus Christ of Latter-day Saints
full-time
Posted on:
Location Type: Hybrid
Location: Salt Lake City • Utah • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Securities Lending – Transfer securities lending files to the lending agent promptly. This requires starting work before 7:00 AM and monitoring throughout the day.
- Trade Settlements – Ensure trades settle on time and communicate any issues clearly. Prepare end-of-day reports.
- Deposits – Accurately and promptly process check deposits in compliance with company policies for safeguarding funds.
- Disbursements – Process wire, check, and ACH disbursements accurately and on time.
- Other Transactions – Handle credit card transactions, wire templates, corporate actions, class action claims, and prepare quarterly/monthly reports as needed. Perform backup duties as assigned.
- Certification – Active CTOP (Certified Trust Operations Professional) certification required. On-the-job training and certification will be provided over a 3-year period.
- Required Skills
- Ability to work independently under pressure and meet daily deadlines.
- Strong attention to detail and accuracy; ability to self-check work.
- Provide complete supporting documentation for all transactions.
- Maintain a professional attitude in all communications.
Requirements
- Bachelor’s degree in Finance, Management, or a related field (required).
- 4–5 years of relevant experience.
- Proficient in computer use, including word processing and spreadsheets (especially Microsoft Excel).
- Familiarity with Excel macros, Power Automate, and Power BI is a plus but not required.
Benefits
- Please note that this job posting may close at any time without prior notice. Find out more about the many benefits of Church Employment at https://careers.churchofjesuschrist.org.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
securities lendingtrade settlementscheck depositswire disbursementsACH disbursementscredit card transactionscorporate actionsclass action claimsreport preparationattention to detail
Soft skills
ability to work independentlyability to meet deadlinesstrong attention to detailprofessional communication
Certifications
Certified Trust Operations Professional