Securities Operations 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

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.