Operational Specialist

Calculated Hire; Charlotte (NC); On-site; USD 50,000 - 70,000; Full time

Job summary

Calculated Hire is seeking a detail-oriented operations/finance professional to support the full lifecycle of new issue securities. The role focuses on data entry, accounts payable/receivable, reconciliations, and documentation within a fast-paced syndicate operations environment.

You will grow into broader production and automation initiatives as you learn the business, collaborating across finance, reconciliation, and investment banking teams.

Qualifications

• Bachelor's degree preferred, or equivalent relevant experience.
• Experience in operations, accounting, financial operations, accounts payable/receivable, cash operations, wires, or a related back-office function.
• Foundational understanding of accounting principles and/or General Ledger processes.
• Experience with financial data, transactions, accounts, reconciliations, or similar detail-oriented processes.
• Strong Excel and Microsoft Office skills.

Responsibilities

• Support the operational processing of new issue securities throughout the transaction lifecycle.
• Perform high-volume, detail-oriented data entry and operational processing with high accuracy.
• Support accounts payable and accounts receivable activities, including processing bills and cash-related transactions.
• Assist with issuer funding and the movement/reconciliation of transaction-related cash.
• Perform reconciliations and investigate discrepancies across accounts and documents.
• Support revenue and expense tracking and preparation of profit and loss reporting.
• Maintain organized documentation across multiple systems (Excel, PDFs, team folders).
• Collaborate with Finance, QA, Reconciliation, General Ledger, Investment Banking, Syndicate Trading Desks, and others to resolve issues.
• Manage multiple priorities in a high-volume, fast-paced environment.
• Learn multiple systems quickly and adapt to a highly manual operating environment.
• Identify inefficiencies and proactively recommend process improvements.
• Participate in automation and system implementation initiatives.
• Work in a team-oriented, pod structure to support teammates and deliver results.

Skills

Excel

Attention to detail

Communication skills

Time management

Problem solving

Learning quickly

Independent but collaborative

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Contract-to-Hire | 3–6 Months with Potential Conversion

Schedule: 7:30 AM–6:00/6:30 PM, with overtime as needed

About the Role

Our Syndicate Operations team supports the full operational lifecycle of new issue securities brought to market, partnering closely with Syndicate Trading Desks, Investment Banking, Finance, Reconciliation, Quality Assurance, General Ledger, and other internal teams.

This is an exciting time to join the team as we experience 38% year-over-year growth in deal volume and continue investing in both people and technology. Today, much of our work is highly manual, creating an opportunity for someone who can not only execute accurately in a fast-paced environment, but also learn the business, identify inefficiencies, and eventually contribute to automation and process improvements.

This role is intentionally designed to grow with the individual. You will initially focus on high-volume, hands‑on operational and accounting activities, including data entry, accounts receivable/payable processes, reconciliations, and maintaining documentation. As you build your knowledge of the business, you will take on more responsibility within the production environment and ultimately have opportunities to participate in system implementation, automation, and process improvement initiatives.

The ideal candidate is organized, proactive, resilient, technically curious, and comfortable rolling up their sleeves. Direct syndicate banking experience is not required — we can teach the banking and securities‑specific processes. What we need is someone with a strong operational or accounting foundation who is eager to learn and improve how work gets done.

What You’ll Do

• Support the operational processing of new issue securities throughout the transaction lifecycle.
• Perform high-volume, detail‑oriented data entry and operational processing while maintaining a high degree of accuracy.
• Support accounts payable and accounts receivable activities, including processing bills, expenses, and cash‑related transactions.
• Assist with issuer funding and the movement/reconciliation of transaction‑related cash.
• Perform reconciliations and investigate discrepancies across accounts, transactions, and supporting documentation.
• Support revenue and expense tracking and preparation of profit and loss reporting.
• Maintain organized documentation and supporting records across multiple systems, including Excel files, PDFs, and team folders.
• Partner with Finance, QA, Reconciliation, General Ledger, Investment Banking, Syndicate Trading Desks, and other internal stakeholders to resolve issues and keep transactions moving.
• Manage multiple priorities and deadlines in a high-volume, fast-paced environment.
• Learn multiple systems and processes quickly and become comfortable navigating a highly manual operating environment.
• As knowledge and experience grow, transition into a broader production/operations role, gaining an understanding of reports, reconciliations, and the full transaction lifecycle.
• Identify inefficiencies, poke holes in existing processes, and proactively recommend opportunities for improvement.
• Participate in ongoing automation and system implementation initiatives, including providing feedback and suggestions for how processes and systems can be improved.
• Work collaboratively within a supportive team‑based pod structure, helping teammates and contributing to a positive team environment.

What We’re Looking For

Required:

• Bachelor's degree preferred, or equivalent relevant experience.
• Experience in operations, accounting, financial operations, accounts payable/receivable, cash operations, wires, or a related back‑office function.
• Foundational understanding of accounting principles and/or General Ledger processes.
• Experience working with financial data, transactions, accounts, reconciliations, or similar detail‑oriented processes.
• Strong Excel and Microsoft Office skills.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Ability to learn multiple systems and processes quickly.
• Ability to manage competing priorities and meet tight deadlines.
• Comfortable working in a highly manual environment with significant data entry and administrative processing.
• Strong problem‑solving skills and a proactive approach to identifying and resolving issues.
• Ability to work effectively both independently and as part of a collaborative team.
• Flexibility to work extended hours/overtime when business needs require.

Preferred:

• Experience with securities, financial services, capital markets, or banking operations.
• Experience with accounts payable/receivable, cash accounts, deferred accounts, General Ledger, wires, or financial reconciliations.
• Experience working with high‑volume transactions or deadline‑driven operational processes.
• Demonstrated interest in technology, automation, process improvement, or systems implementation.
• Ability to look beyond the immediate task and identify opportunities to make a process more efficient.
• Experience working with multiple systems, spreadsheets, electronic documentation, and operational databases.

The Ideal Candidate

We are looking for someone who is comfortable starting in the weeds.

The first few months will involve significant manual processing, data entry, documentation, and accounting/operations work. The right person will understand that this is an important foundation for learning the business — and will be excited by the opportunity to grow beyond it.

• A strong work ethic and willingness to learn
• Comfort working through repetitive and highly manual processes
• Strong attention to detail
• Curiosity about how systems and processes work
• The confidence to ask questions and suggest better ways of doing things
• The ability to remain composed and productive under pressure
• Strong communication skills and the ability to work with a wide range of personalities

This is a collaborative but direct and fast‑paced team with highly experienced professionals. The right candidate will be confident, receptive to feedback, resilient under pressure, and able to build strong working relationships with teammates and partners across the organization.