Operations Analyst

Insight Global; Charlotte (NC); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Insight Global is seeking an Operations Analyst for a major financial services client. You will join an operations team supporting fixed income financing trades, handling margin calls, trade entry/re-pricing, and settlement monitoring while collaborating with Middle Office, Cash Management, Sales & Trading, and Risk.

Initial on-site training month, then hybrid schedule with some remote work. The role requires strong attention to detail, ownership, and teamwork, with exposure to SQL databases,

Qualifications

• Self-motivated and proactive, with a strong sense of ownership.
• High attention to detail, with a focus on accuracy and quality.
• Strong communication skills and a collaborative, team-first approach.
• Ability to meet deadlines and stay composed under pressure.
• Strong organizational skills, with the ability to prioritize and multitask.
• Logical, analytical approach to problem solving.
• Strong Excel skills.
• AI aptitude or curiosity, such as using AI tools to analyze data or improve processes.
• Exposure to financial operations, trade support, or middle office work.
• Knowledge of fixed income products (Repo, TBA).
• Familiarity with relational databases, SQL, or process flows.

Responsibilities

• Making margin calls and entering, re-pricing, and monitoring trades through settlement by daily deadlines
• Keeping customer and trade data accurate across systems
• Tracking, reporting, and resolving trade and pricing discrepancies with internal teams
• Spotting process improvements, including chances to use AI and automation

Skills

Attention to detail

Excel

SQL

Data analysis

Communication

Problem solving

AI curiosity

Trade support

Team collaboration

Tools

SQL

Excel

Job description

Job Description

Insight Global is looking for an Operations Analyst for one of our large financial services clients. This person will join an operations team that supports fixed income financing trades and will cover day-to-day work while a current team member moves onto a project. The work includes making margin calls by set deadlines, entering and re-pricing trades, monitoring settlement, and resolving trade and pricing discrepancies with internal partners such as Middle Office, Cash Management, Sales & Trading, and Risk. This is a time-sensitive, detail-heavy environment, so the team is looking for someone sharp, organized, and coachable more than someone with deep subject-matter expertise. Curiosity about, or comfort with, AI tools is a plus. The role is 5 days on-site for the first month during training, then 4 days on-site and 1 remote. The start date is ASAP.

Key responsibilities include:

Making margin calls and entering, re-pricing, and monitoring trades through settlement by daily deadlinesKeeping customer and trade data accurate across systemsTracking, reporting, and resolving trade and pricing discrepancies with internal teamsSpotting process improvements, including chances to use AI and automation

Skills and Requirements

Self-motivated and proactive, with a strong sense of ownershipHigh attention to detail, with a focus on accuracy and qualityStrong communication skills and a collaborative, team-first approachAbility to meet deadlines and stay composed under pressureStrong organizational skills, with the ability to prioritize and multitaskLogical, analytical approach to problem solvingStrong Excel skillsContinuous learner who is eager to growAI aptitude or curiosity, such as using AI tools to analyze data or improve processesExposure to financial operations, trade support, or middle office workKnowledge of fixed income products (Repo, TBA)Familiarity with relational databases, SQL, or process flows

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].