Jobs
>
Charlotte

    Institutional Investment Operations Analyst - Charlotte, United States - Apex Systems

    Apex Systems background
    Description

    Job Title: Institutional Investment Operations Analyst

    Location: Charlotte, NC | Hybrid 3x/week

    Contract Length: 18+ months

    Pay Rate: $30 - $37 an hour

    Top Requirements:

    1. 2+ years of experience in Institutional Investment Operations/DTC Settlements.
    2. Proficiency in collateral management.
    3. In-depth understanding of settlement processes.
    4. Advanced skills in Excel.

    Desired Requirements:

    1. Familiarity with Broadridge.

    Day-to-Day Responsibilities:

    • Participate in lifecycle support tasks for institutional trade initiatives and identify opportunities for process improvements.
    • Assist leadership in bringing individuals or teams together to resolve complex issues.
    • Assist in client account onboarding, input and monitoring of cash payments, customer service, project support, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation. Also, work to resolve confirmation and ISDA related issues.
    • Provide subject matter expertise on projects along with internal and industry-related initiatives.
    • Review and analyze functional operational tasks that require research, evaluation, and exercise independent judgment to guide the deliverables.
    • Present recommendations for resolving complex situations and exercise independent judgment while developing expertise on functions, projects, internal and industry-related initiatives.
    • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.

    Additional Responsibilities:

    • Prepare and validate multi-currency and multi-correspondent bank cash projections for utilization by the Front Office to secure necessary funding.
    • Ensure that all Front Office projection-related inquiries are tracked and responded to expediently.
    • Perform ad hoc reconciliations and data analysis as needed for reporting to internal business partners.
    • Liaise with various operational support groups and trading desks to escalate and resolve conflicts in a timely manner, drive process improvements, and support business initiatives.
    • Enhance intraday liquidity processes and reporting, including partnership in the establishment of Corporate Intraday Liquidity Management System and Resolution Planning.
    • Identify opportunities for optimization and propose and implement solutions to enhance processes, mitigate risk, reduce costs, and increase efficiency.
    • Evaluate current and future needs and communicate and collaborate with internal stakeholders and technology partners to develop strategic solutions.
    • Monitor repo settlements and Tri-Party transactions to ensure proper cash and collateral movements.
    • Execute the allocation and optimization of collateral requirements for all Tri-Party repo obligations.

  • Resolvion

    Operations Analyst

    2 weeks ago


    Resolvion Charlotte, United States

    Resolvion is a dynamic organization committed to being the number one financials services partner for our clients. · Position Summary: · As an Operations Analyst, you will play a crucial role in optimizing the performance of the operations team, focusing on process improvement, ...

  • Bank of America

    Operations Analyst

    1 week ago


    Bank of America Charlotte, United States

    Operations Analyst · Charlotte, North Carolina · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clie ...


  • Apex Systems Charlotte, United States

    Job Title: Syndicated Operations Analyst · Large Bank · Pay rate: $45-53 · Location: Charlotte, NC (Uptown) – Will work on site all 5 days for the the initial training time · Contract Length: 12+ months with potential to convert · Required Skills: · Bloomberg, DTC and Syndicate ...


  • Carrier Global Corporation Charlotte, United States

    Validate completion of jobs for billing, checking for customer authorization, completion/closure of the service order/project, validate correct cost postings and correcting as needed and setting jobs to Ready to Bill status for the billing team. Comm Operations Analyst, Billing, ...


  • U.S. Bancorp Charlotte, United States

    The position is responsible for all daily accounting functions of individual fixed income portfolios. This will require regular coordination with trading operations, client service team, custodian banks and auditors. Some additional responsibilities Operations Analyst, Business O ...


  • Crete Mechanical Group Charlotte, United States

    Position Summary · Job Title: Operations Business Analyst · Company Overview · Crete United was founded in 2020 and is one of the largest and fastest growing unified networks of local mechanical, electrical and plumbing (MEP), Building Automation and Energy Efficiency Solution ...


  • Red Ventures Charlotte, United States

    Red Ventures is seeking a Senior Analyst, Business Operations to support the Bankrate Brand, in the Home Lending vertical. This individual will manage the day-to-day operations by optimizing revenue, UX experiences, and audience segmentation both onsite and with our partners. · ...


  • Red Ventures Charlotte, United States

    Red Ventures is seeking a Senior Analyst, Business Operations to support the Bankrate Brand in the Home Lending vertical. This individual will manage the day-to-day operations by optimizing revenue, UX experiences, and audience segmentation both onsite and with our partners.What ...


  • Red Ventures Charlotte, United States

    Save On Energy is a free resource that simplifies how you shop your energy service in Texas. Our purpose at Save On Energy is to provide customers with competitive energy plans from top providers, focusing on the Texas deregulated energy and solar energy markets. We combine our k ...


  • Penn Foster Inc Charlotte, United States

    Who Are We? · Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a cultur ...


  • Mindlance Charlotte, United States

    Job Descriptions: · In this contingent resource assignment, you may: Consult on or participate in moderately complex initiatives and deliverables within Technology Operations and contribute to large-scale planning related to Technology Operations deliverables. · Review and analyz ...


  • Techtronic Industries Charlotte, United States Full time

    Job Description: · TTI Floor Care North America is a leading global manufacturer of innovative floor care products, committed to delivering exceptional performance, quality, and value to our customers. We are currently seeking a talented Financial Analyst to join our finance tea ...

  • The Bank of America Corporation

    Operations Analyst

    3 days ago


    The Bank of America Corporation Charlotte, United States

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Operations Analyst, Operations ...


  • Premier, Inc. Charlotte, United States

    Financial Operations Senior Analyst page is loaded · Financial Operations Senior Analyst · Apply · locations · Charlotte, NC · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R · Financial Operations Senior Analyst The Senior Analyst of Fin ...


  • Brightspeed Charlotte, United States

    Job Description · Job DescriptionCompany Description · At Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience in twenty states throughout the Midwest and South. · Backed by fun ...

  • Acosta

    Operations Analyst

    2 weeks ago


    Acosta Charlotte, United States

    Operations Analyst - Customer Excellence Center · Location NC - CHARLOTTE · Ready to level up your career with a global, cutting-edge tech leader? Passionate about delivering top-notch customer service? · If so, ActionLink wants YOU to join our Sony Account Division to make an ...


  • Experis Charlotte, United States

    Job Title: · Capital Markets Operation Analyst · Location: · Charlotte, NC · Industry: · Financial Services · Contract Terms · : Long term contract (12+ months) · One of our Fortune 50 Financial Service Clients has a new opportunity as a Capital Markets Operation Analyst supporti ...


  • Principal Financial Group Charlotte, United States

    What You'll Do · We're looking for an Investment Operations Lead Analyst to join our team In this role, you'll dive into procedures, analyses, and reporting to support various internal departments. From answering investment inquiries to tackling complex issues independently, you ...

  • Red Ventures

    Operations Analyst

    2 weeks ago


    Red Ventures Charlotte, United States

    Red Ventures is seeking a Business Operations Analyst, to support the Insurance team. This individual will own day-to-day operations of optimizing revenue, UX experiences, and our digital agency performance across our internal brands and with third-party partners. · What You'll ...

  • Bank of America

    Operations Analyst

    2 weeks ago


    Bank of America Charlotte, United States

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys ...