Financial Analyst

4 weeks ago


Charlotte, United States Insight Global Full time

Position: Financial Settlements Analyst

Location: Charlotte (5x/week onsite for first 2 months, then hybrid 3/week onsite)

Duration: 12 months contract - potential to extend or flip permanently


Required Skills:

  • Presentable, confident and detail oriented
  • 1-2 years experience in financial services/banking – operations/middle office experience preferred
  • Good data analytical skills (Excel)
  • Excellent communications skills
  • Ability to work under pressure in a team environment
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds
  • Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate

Preferred Skills:

  • Previous settlements experience
  • Securities Industry knowledge (SIE certification, Series 7, 66, etc.)
  • Bachelor’s Degree: Business, Finance, and/or accounting concentration


DAY TO DAY:

Equity Allocations Associate for Institutional Trading- The position is responsible for providing superior customer service for both the underlying customer base and sales force, in support the firm’s global business strategies. Responsibilities include timely and accurate allocation and confirmation of Global Equities. The associate will need to establish a strong working partnership with the customer base and sales force, supporting strategic initiatives to increase same day allocation and STP rates. It is critical that the associate be detail oriented in monitoring and controlling exposure to the bank and our clients. Required Skills: Strong oral and written communication skills with emphasis on establishing and maintaining quality control procedures, and effectively liaison with external and internal parties, clients and colleagues. Desired Skills: Advanced Excel knowledge (macros, pivot tables, VLOOKUP, etc.).

Responsibilities:

∙ Resolution and escalation of unmatched trades for Clients

∙ Timely response to client queries regarding the processing of their trades

∙ Liaising with other internal departments to ensure timely resolution of issues

∙ Involvement in ad hoc projects for new processes or industry initiatives

∙ Breaks investigation and resolution


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