Trade Specialist

3 weeks ago


Charlotte, United States Collabera Full time

About the Role:-

As a Transaction Specialist within the Capital Markets Execution team, you will be responsible for supporting Global Markets Structured Notes and Treasury Long-Term Debt funding and governance activities for Treasury.
This role offers exposure to various key business partners and provides an opportunity to work on highly detailed and repetitive tasks.

Responsibilities: -

Booking new issuance details in Treasury’s long-term debt reporting system
Reviewing and approving economic terms of proposed structured note issuance
Monitoring team mailboxes and responding promptly to transaction-related requests
Preparing documentation for various Global Funding activities
Participating in Operational Excellence initiatives and completing ad-hoc projects as needed

Education Qualification: -

Bachelor’s degree or equivalent work experience

Required Skills: -

2 years of relevant experience within a financial institution
Excellent attention to detail
Proficiency with Excel
Ability to work effectively with others and business partners
Strong problem-solving skills and analytical abilities
Excellent written and verbal communication skills

Desired Skills: -

Knowledge of coding (VBA, SQL, etc.)
Experience with Long-Term Debt and Structured Notes
Comfort working with financial products Years of Experience required
2 years of relevant experience within a financial institution

Top 3 Required Skill Sets:-

Excellent attention to detail
Proficiency with Excel
Knowledge of coding (VBA, SQL, etc.), Experience with Long-Term Debt and Structured Notes, Comfort working with financial products.

DayToDay Responsbilities:-

Booking new issuance details in Treasury’s long term debt reporting system (BASIS)
Preparing or coordinating documentation in connection with various GF activities (e.g. issuer call notices, signatures for issuance, etc.)
Preparing analysis on structured note portfolio as required for funding analysis
Actively participate in Operational Excellence initiatives focused on simplifying, streamlining, and automating processes

Must Have:-

Experience with Long-Term debt and structured note
Strong Excel experience
Experience with securities
Trade booking experience


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