Financial Analyst

3 weeks ago


Charlotte, United States Tailored Management Full time

This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors serve 56 million US consumers and small business relationships with a global footprint

Job Title: Financial Analyst III

Location: 201 N Tryon St, Charlotte, NC 28255

Schedule: Hybrid 4 days onsite, 1 day remote

Job Type: 12-Month Initial Contract

Potential for contract extension or conversion based on business need and job performance

*We cannot support C2C*

The Client Valuations Operations (CVO) team is a part of the Global Collateral Operations organization in Global Markets Operations. CVO is global team supporting the production and distributions of client valuation statements for Global Banking and Global Markets clients, ensuring compliance with the enterprise Client Valuation Policy and application regulatory obligations.

This role in CVO is client-facing and responsible for the delivery and support of timely and accurate client valuation statements across Fixed-Income products. This is a high volume and operationally intensive role that leverages multiple applications with significant data analysis consistent and sustained client interaction and communication throughout each business day.

Responsibilities

  • Provide client facing service for the US Fixed-Income Client Valuation Operations team supporting client pricing and support requests including but not limited to price challenges, coverage requests, sample pricing, and ad-hoc statements.
  • Provide timely and accurate client service, responding to client needs & queries in an efficient manner; participate in client services initiatives.
  • Ensure effective administration of client access and user profiles for appropriate statement delivery and / or application access consistent with client request and in compliance with CVO procedures and the enterprise Client Valuation Policy.

Requirements

  • Strong client service skills: CVO is client facing; confident and highly professional written and verbal communication skills are critical.
  • Teamwork: CVO supports our clients as a team. It is essential that the candidate have a demonstrated capability to perform at a high-level in a team environment and maintain strong working relationships.
  • Critical Thinking and Problem Solving: Must have the ability to identify, evaluate, and recommend solutions to client and other stakeholder problems consistent with the capabilities of the CVO team.
  • Technical Skills: Meaningful experience with various MS office products, with an emphasis on MS Excel and the ability to transform large amounts of data into meaningful and useable information.

Must haves:

  • Strong Excel, must be able to pull reports and data as needed.
  • Comfortable working in multiple banks systems/Technical Aptitude but not Technical role.

  • Financial Analyst

    1 month ago


    Charlotte, United States TalentBridge Full time

    Financial Analyst Connecting People with Their Purpose At TalentBridge, we know success begins with personal connections, and our goal is to fully understand your values, motivations, and passions, then to connect you with companies whose values and motivations match your own. We have a client that is looking for a Financial Analyst that is a self-starter,...

  • Financial Analyst

    2 weeks ago


    Charlotte, United States TalentBridge Full time

    Financial Analyst Connecting People with Their Purpose At TalentBridge, we know success begins with personal connections, and our goal is to fully understand your values, motivations, and passions, then to connect you with companies whose values and motivations match your own. We have a client that is looking for a Financial Analyst that is a...

  • Financial Analyst

    7 days ago


    Charlotte, United States TalentBridge Holdings Corporation Full time

    Connecting People with Their Purpose At TalentBridge, we know success begins with personal connections, and our goal is to fully understand your values, motivations, and passions, then to connect you with companies whose values and motivations match your own. We have a client that is looking for a Financial Analyst that is a self-starter, team player and...

  • Financial Analyst

    1 month ago


    Charlotte, United States Staff Financial Group Full time

    Financial Analyst - FP&A - Entry Level Highly visible and broad functioning role that will assist with critical functions of business planning and reforecasting, valuations, and internal reporting processes. This role will be responsible for gathering information from across the platform to help produce forward looking financial statements and operating...


  • Charlotte, United States Truist Financial Corporation Full time

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests...

  • Financial Analyst

    1 month ago


    Charlotte, North Carolina, United States BASF SE Full time

    At BASF, we create chemistry through the power of connected minds. By balancing economic success with environmental protection and social responsibility, we are building a more sustainable future through chemistry. As the world's leading chemical company, we help our customers in nearly every industry meet the current and future needs of society through...


  • Charlotte, United States TalentBridge Full time

    Senior Financial Analyst Are you a strategic financial analyst with a keen eye for detail and a passion for driving business growth? Do you thrive in a dynamic environment and enjoy collaborating with cross-functional teams? We are seeking a highly motivated Senior Financial Analyst to join our growing team and play a key role in supporting our financial...

  • Financial Analyst

    5 days ago


    Charlotte, United States Addison Group Full time

    Role : Financial Analyst Location : Huntersville, NC Pay : $28 - $35 / hour Responsibilities: Financial planning process within supply chain Helping with monthly forecast, inventory projections Purchases and receipts Monitoring weekly performance and measure Requirements: Supply Chain experience Forecasting/Financial planning/analyst experience System:...


  • Charlotte, United States TalentBridge Holdings Corporation Full time

    Are you a strategic financial analyst with a keen eye for detail and a passion for driving business growth? Do you thrive in a dynamic environment and enjoy collaborating with cross-functional teams? We are seeking a highly motivated Senior Financial Analyst to join our growing team and play a key role in supporting our financial planning and analysis...


  • Charlotte, United States Jones Lange Lasalle, Inc. Full time

    Detailed data analysis including Budget vs Actual spending and Forecast vs current trend spending for a large Real Estate portfolio of more than 2,700 sites. - Annual Budget planning preparation and development - Monthly and Quarterly Report generati Financial Analyst, Financial, Analyst, Senior, Skills, Technology, Property Management, Reporting


  • Charlotte, United States TalentBridge Full time

    SENIOR FINANCIAL ANALYST   Job #: 24-02123   Connecting People with Their Purpose   At TalentBridge, we know success begins with personal connections, and our goal is to fully understand your values, motivations, and passions, then to connect you with companies whose values and motivations match your own.   About the Role We are partnering with the CFO...


  • Charlotte, United States Randstad North America, Inc. Full time

    This role will provide primarily Business Analyst support for Project Managers in the form of requirements/user story gathering and writing, as well as a number of other PM/ BA tasks that occur during a project (e.g. project documentation, working wi Business Analyst, Financial, Analyst, Project Manager, Business, Staffing, Business Services


  • Charlotte, United States BrightSpeed Full time

    Job Description We are currently looking for an IT Financial Data Analyst to join our growing team! In this role, you will report directly to the Manager, Financial Systems in compiling, synthesizing, analyzing and reporting information related to Brightspeed's financial systems which includes SAP ERP (S/4 HANA), BRIM, RAR, cloud-based data platforms...


  • Charlotte, United States AIR (Advanced Inhalation Rituals) Full time

    Who we are: Rituals are at the heart of all cultures. They are social, they are instinctive, and they are above all, shared. At AIR, our aim is to bring customer-centric, innovation-led and digitally amplified approaches to inhalation rituals for all communities and societies. Through the development of advanced, clean technologies and placing people at the...


  • Charlotte, United States BrightSpeed Full time

    Job Description We are currently looking for an IT Financial Data Analyst to join our growing team! In this role, you will report directly to the Manager, Financial Systems in compiling, synthesizing, analyzing and reporting information related to Brightspeed's financial systems which includes SAP ERP (S/4 HANA), BRIM, RAR, cloud-based data platforms...


  • Charlotte, United States Insight Global Full time

    Required Skills & Experience* 3+ years of data analysis experience* Good SQL and data querying skills and tools* BI Reporting - Tableau or Alteryx* Strong written and oral communication skills* Knowledge of data management fundamentals and experience implementing data solutions (working with data to perform analysis and propose process or technology changes)...


  • Charlotte, United States Insight Global Full time

    Required Skills & Experience* 3+ years of data analysis experience* Good SQL and data querying skills and tools* BI Reporting - Tableau or Alteryx* Strong written and oral communication skills* Knowledge of data management fundamentals and experience implementing data solutions (working with data to perform analysis and propose process or technology changes)...


  • Charlotte, United States True Commerce Full time

    Are you ready to unlock your true potential? Join a growing and global company where you can be part of a team that fuels supply chain solutions. Discover how you can make a big impact. We are looking for a highly motivated, energetic, and experienced Sr. Financial Analyst to support our FP&A team. The role is an excellent opportunity to support the Finance...


  • Charlotte, United States Sherpa | Recruiting, Staffing & Consulting Full time

    Compensation: $120k Job Overview – Senior Financial Analyst - 32104 Senior Financial Analyst role for a qualified FP&A person. Profitable and growing company with a hybrid work schedule, This is a great role for some looking to make an impact with his/her analysis. Requirements Strong tech skills, including Excel, Tableau, Power BI, PowerPoint etc Strong...


  • Charlotte, United States AIR (Advanced Inhalation Rituals) Full time

    Who we are:Rituals are at the heart of all cultures. They are social, they are instinctive, and they are above all, shared. At AIR, our aim is to bring customer-centric, innovation-led and digitally amplified approaches to inhalation rituals for all communities and societies. Through the development of advanced, clean technologies and placing people at the...