Senior Equity Trade Operations Specialist

Capital Group; Charlotte, Northern (NC, KY); Hybride; USD 66 000 - 106 000; Plein temps

Avantages offerts par ce poste

Health benefits from day one

Flexible work options

2-for-1 matching gifts

Résumé du poste

Capital Group in Charlotte is seeking a Core Operations Associate Senior to support global equity trading, trade capture, settlement, and reconciliation. You will investigate breaks, monitor risk, and drive improvements with data in Excel and Power BI.

Collaboration with brokers, custodians, and internal teams is required to ensure accurate processing in a fast-paced environment. The role emphasizes ownership, timely communication, and a proactive risk-aware mindset, with opportunities to

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Strong Excel skills including PivotTables, VLOOKUP, XLOOKUP, and large data analysis.
• Experience with Power BI or similar BI tools for reporting and risk monitoring.

Responsabilités

• Perform and support daily global equity trade operations including capture, settlement, reconciliation, and exception management.
• Investigate trade breaks, assess impacts, and drive timely resolution with stakeholders.
• Collaborate with Trading, brokers, custodians, and service providers to ensure accurate transaction processing.

Connaissances

Excel proficiency

Power BI

Data analysis

Formation

Bachelor's degree in Finance/Accounting/Economics/Business Administration

Outils

Power BI

Excel

Description du poste

Capital Group in Charlotte is seeking a Core Operations Associate Senior to support global equity trading, trade capture, settlement, and reconciliation. You will investigate breaks, monitor risk, and drive improvements with data in Excel and Power BI.

Collaboration with brokers, custodians, and internal teams is required to ensure accurate processing in a fast-paced environment. The role emphasizes ownership, timely communication, and a proactive risk-aware mindset, with opportunities to