Current jobs related to Fixed Income Settlement Specialist - Charlotte, North Carolina - Millennium Advisors, LLC
-
Fixed Income Product Specialist
1 week ago
Charlotte, North Carolina, United States Social Capital Resources Full timeWe are seeking a detail-oriented Fixed Income Product Analyst to support our team at Social Capital Resources in Charlotte, NC.Key Responsibilities:Develop and maintain scheduled and ad hoc reports on portfolio performance, manager rankings, and product analysis.Automate data delivery, ensure data integrity, and utilize tools like FactSet, Bloomberg, and...
-
Fixed Income Product Specialist
1 week ago
Charlotte, North Carolina, United States Social Capital Resources Full timeTop-Tier Bank Investment Management firm in Charlotte, NC is seeking a Fixed Income Product Analyst.Job Description:We are seeking a detail-oriented Product Analyst to support our team at Social Capital Resources. In this role, you will be responsible for analyzing product performance, market trends, and customer feedback to inform product development and...
-
Fixed Income Product Specialist
2 weeks ago
Charlotte, North Carolina, United States Social Capital Resources Full timeTop-Tier Bank Investment Management firm in Charlotte, NC is seeking a Fixed Income Product Analyst.Job Overview:We are seeking a detail-oriented Product Analyst to contribute to our team's success. In this role, you will be responsible for analyzing product performance, market trends, and customer feedback to inform product development and strategy,...
-
Senior Relationship Manager II
1 month ago
Charlotte, North Carolina, United States Bank of America Full timeJob Title:Sr Relationship Manager II-Client Services Specialist-Global Market OperationsJob Summary:As a key member of our Client Services team, you will play a critical role in ensuring seamless settlement operations for our Fixed Income Prime Broker clients. Your expertise will be instrumental in resolving trading issues in a timely and efficient manner,...
-
Fixed Equipment Maintenance Specialist
1 week ago
Charlotte, North Carolina, United States Vulcan Materials Full timeJob Summary:As a Fixed Equipment Maintenance Specialist at Vulcan Materials, you will play a critical role in ensuring the smooth operation of our plant facilities. Your primary responsibility will be to inspect, diagnose, and repair plant fixed equipment, ensuring that all machinery is in good working condition. This will involve conducting regular...
-
Senior Associate, Fixed Assets Specialist
2 weeks ago
Charlotte, North Carolina, United States KPMG Full timeBusiness Title: Senior Associate, Fixed Assets Specialist / Cost Segregation Engineer (KPMG)Requisition Number:Function: Tax ServicesArea of Interest:State:NCCity: CharlotteDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work...
-
Fixed Equipment Specialist
4 weeks ago
Charlotte, North Carolina, United States Vulcan Materials Full timeJob SummaryVulcan Materials Company is a leading producer of construction aggregates and a major producer of aggregates-based construction materials. We are seeking a skilled Fixed Equipment Inspector to join our team.Key ResponsibilitiesInspect and diagnose plant fixed equipment to ensure optimal performance and safetyPerform repairs and maintenance to...
-
Fixed Equipment Maintenance Specialist
4 weeks ago
Charlotte, North Carolina, United States Vulcan Materials Full timeJob SummaryVulcan Materials Company is a leading producer of construction aggregates and a major producer of aggregates-based construction materials, including asphalt and ready-mixed concrete.We are seeking a skilled Fixed Equipment Inspector to join our team. As a key member of our operations team, you will be responsible for inspecting, diagnosing,...
-
Senior Associate, Fixed Assets Specialist
1 month ago
Charlotte, North Carolina, United States KPMG Full timeAbout the RoleWe are seeking a highly skilled Senior Associate to join our Business Tax Services team at KPMG. As a Senior Associate, you will play a key role in delivering high-quality tax services to our clients.ResponsibilitiesCoordinate and develop cost segregation reports to help clients optimize their tax benefits.Analyze construction cost data and...
-
Senior Associate, Fixed Assets Specialist
4 weeks ago
Charlotte, North Carolina, United States KPMG Full timeBusiness Title:Senior Associate, Fixed Assets and Cost SegregationRequisition Number:Available upon requestFunction:Tax ServicesArea of Interest:Tax ConsultingState:North CarolinaCity:CharlotteDescription:At KPMG, you will have the opportunity to work with a dynamic team of tax professionals who are dedicated to helping clients navigate complex business...
-
Senior Manager, Private Credit
2 weeks ago
Charlotte, North Carolina, United States Ultimus Fund Solutions, LLC Full timeSenior Manager, Private CreditThe Senior Manager, Private Credit will be responsible for overseeing the day-to-day operations of private credit loan operations. This role requires a strong understanding of bank debt and fixed income securities, as well as experience in the Private Credit/Middle Market loan space.Key Responsibilities:Manage the operations of...
-
Career Advancement Representative
1 week ago
Charlotte, North Carolina, United States American Income - The West Agency Full timeJob DescriptionWe are seeking a highly motivated individual to join our team as a Benefits Specialist. As a key member of our organization, you will have the opportunity to take your career to the next level and enjoy a great work-life balance with long-term stability.Our company, American Income - The West Agency, offers a unique sales role with tons of...
-
Financial Operations Specialist
1 month ago
Charlotte, North Carolina, United States Insight Global Full time{"title": "Financial Operations Specialist", "content": "Job SummaryInsight Global is seeking a highly skilled Financial Operations Specialist to support our hedge fund and Prime Brokerage clients. The successful candidate will play a key role in providing operational support to our front-line business unit and clients directly on reporting and trade...
-
Career Advancement Specialist
2 weeks ago
Charlotte, North Carolina, United States American Income - The West Agency Full timeJob OpportunityWe are seeking a highly motivated and results-driven individual to join our team as a Benefits Specialist.About the Role:This is a unique opportunity to take your career to the next level and achieve long-term stability with a great work-life balance.Key Responsibilities:Develop and execute sales strategies to drive revenue growthBuild and...
-
Customer Data Management Specialist
1 week ago
Charlotte, North Carolina, United States Genesis10 Full timeJob Summary:We are seeking a skilled Customer Data Management Specialist to join our team at Genesis10. As a key member of our financial industry contract position, you will be responsible for providing administrative support and managing customer settlement instruction data.Responsibilities: Perform complex administrative support tasks Provide support on...
-
Experienced Auto Damage Claims Specialist
1 month ago
Charlotte, North Carolina, United States THE TRAVELERS INDEMNITY COMPANY Full timeJob SummaryWe are seeking an experienced Auto Damage Claims Specialist to join our team at THE TRAVELERS INDEMNITY COMPANY. As an Auto Damage Claims Specialist, you will be responsible for handling low to moderate Personal and Business Insurance Auto Damage claims from the first notice of loss through resolution/settlement and payment process.Key...
-
Personal Injury Litigation Specialist
1 week ago
Charlotte, North Carolina, United States Ascendo Resources Full timeJob Title: Personal Injury Litigation SpecialistJob Overview: We are seeking a detail-oriented and experienced Personal Injury Litigation Specialist to assist our legal team in all phases of personal injury litigation, from case intake through trial and settlement.Key Responsibilities:Assist attorneys with case management from intake to resolution, including...
-
Personal Injury Litigation Specialist
2 weeks ago
Charlotte, North Carolina, United States Ascendo Resources Full timeJob Title: Personal Injury Litigation SpecialistAscendo Resources is seeking a detail-oriented and experienced Personal Injury Litigation Specialist to join our legal team.Job Summary:The ideal candidate will assist attorneys in all phases of personal injury litigation, from case intake through trial and settlement. This role involves handling a wide range...
-
Foreign Exchange Quality Assurance Specialist
2 weeks ago
Charlotte, North Carolina, United States Synechron Full timeJob Title: Foreign Exchange Quality Assurance SpecialistSynechron is seeking a highly skilled Foreign Exchange Quality Assurance Specialist to join our team in Charlotte, NC. As a key member of our quality assurance team, you will be responsible for ensuring the quality, performance, and accuracy of our FX trading platforms and systems.Key...
-
Charlotte, North Carolina, United States Synechron Full timeJob Title: Manual Quality Assurance Specialist for Foreign Exchange SystemsAbout the Role:We are seeking a skilled Manual Quality Assurance Specialist to join our team at Synechron. As a Manual Quality Assurance Specialist, you will be responsible for ensuring the quality, performance, and accuracy of our Foreign Exchange (FX) trading platforms and...
Fixed Income Settlement Specialist
2 months ago
Position Overview: The Fixed Income Settlements Associate is crucial in facilitating the smooth and effective settlement of fixed income transactions within a self-clearing framework. This role encompasses the management of all facets of the settlements process, including Fed, DTC, and Euroclear Settlements, alongside expertise in tri-party processing. Candidates should have a minimum of 3 years of experience in a self-clearing setting and possess extensive knowledge of both Fed and DTC settlements.
Key Responsibilities:- Manage the complete fixed income settlements workflow, including trade confirmation, reconciliation, and handling exceptions.
- Exhibit a thorough understanding of all back-office operations associated with fixed income trading, such as trade capture, clearance, and settlement.
- Ensure compliance with all pertinent regulatory standards and industry best practices, demonstrating knowledge of Fed, DTC, and Broadridge Shadow systems.
- Continuously evaluate and improve settlement processes and protocols to enhance efficiency and reduce operational risks.
- Identify and address settlement-related risks, implementing necessary controls and safeguards.
- Maintain effective communication with internal stakeholders, including trading desks, compliance, and risk management teams, to promptly resolve settlement issues and concerns.
- Bachelor's Degree.
- A minimum of 3 years of experience in a self-clearing environment.
- Comprehensive knowledge of fixed income settlements processes and procedures.
- Familiarity with Fed, DTC, and Broadridge Shadow systems.
- Possession of FINRA Series 7 and 63 licenses.
- Detail-oriented with strong analytical and decision-making capabilities.
- Understanding of fixed income products, markets, and trading strategies is advantageous.
- Strong grasp of FINRA regulations, particularly concerning fixed income trading, is a plus.
- Ability to identify innovative ways to streamline existing processes.
- Capable of thriving in a fast-paced environment where multitasking is essential.
- A collaborative team player who can effectively work with various functional areas within the firm.
In exchange for your long-term commitment, we provide competitive compensation, which includes base salary and incentive compensation (potentially including equity in the firm, subject to compensation agreements) along with relocation assistance. Our benefits package includes daily breakfast and catered lunch, monthly massages, paid time off, various leave options, company-sponsored medical and dental plans, long-term disability coverage, and a 401(k) plan with company matching contributions.
Company Culture:At Millennium Advisors, LLC, you will collaborate with intelligent, ambitious, and positive individuals. We take pride in the team and culture we have cultivated. Our office features amenities and activities designed to foster relationships among team members. We maintain a casual dress code, and our workspace includes recreational facilities such as pool and ping pong tables, music, group dining areas, and various comfortable meeting spaces for collaboration.
