Global Equity Trade Operations Lead Analyst

Capital-Group-1; Charlotte (NC); Presencial; USD 108 000 - 173 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Generous time-away and health benefits

Flexible work options

2-for-1 matching gifts for charitable"

Annual grants for organizations you 사랑

Resumo da oferta

Capital Group in Charlotte is seeking a Core Ops Equity Trade Lead Analyst to lead daily production of global equity trade operations, oversee trade capture, settlement, and reconciliation, and mentor the team. You will partner with Trading, Legal, and Operations, develop dashboards in Power BI, and drive process improvements and automation to strengthen controls and scalability.

This role requires a bachelor’s degree and deep experience in investment operations, strong Excel and BI skills, and

Qualificações

• Bachelor's degree or higher in Finance, Accounting, Economics, Business Administration, or related field.
• Experience in investment operations or trade operations, banking operations, or related environment.
• Strong understanding of equity trade lifecycle, including settlement and reconciliation.
• Experience with Excel and Power BI for reporting and dashboards.

Responsabilidades

• Lead daily operations of global equity trade processing, including capture, confirmation, settlement, and reconciliation.
• Serve as SME and escalation point for complex trade processing, settlement, and risk matters.
• Coordinate priorities across the team, coach members, and ensure consistent procedures.
• Partner with Trading, Legal, Investment Operations, brokers, custodians, and service providers to complete trades.
• Use operational data to identify trends, risks, and opportunities to improve service delivery.
• Develop reporting dashboards and KPIs using Excel/Power BI.
• Lead process improvement and automation to strengthen controls and scalability.
• Document procedures and escalation paths; support testing and implementation for enhancements.
• Demonstrate end-to-end ownership and communicate with stakeholders.

Conhecimentos

Strong ownership mentality

Excellent written and verbal comms

Analytical thinking

Leadership and mentoring

Formação académica

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field

Ferramentas

Power BI

Excel

PivotTables

Power Query

VLOOKUP

XLOOKUP

INDEX-MATCH

Descrição da oferta de emprego

Capital Group in Charlotte is seeking a Core Ops Equity Trade Lead Analyst to lead daily production of global equity trade operations, oversee trade capture, settlement, and reconciliation, and mentor the team. You will partner with Trading, Legal, and Operations, develop dashboards in Power BI, and drive process improvements and automation to strengthen controls and scalability.

This role requires a bachelor’s degree and deep experience in investment operations, strong Excel and BI skills, and