Senior Equity Trade Operations Specialist (Hybrid)

111 CRMC Capital Research & Mgmt; Charlotte (NC); Sur place; USD 66 000 - 106 000; Plein temps

Avantages offerts par ce poste

Flexible work options

Résumé du poste

Capital Group in Charlotte, NC is seeking a detail‑oriented Core Operations Associate to support global equity trade operations and processing. You will handle trade capture, settlements, reconciliations, and reporting, using Excel and Power BI to track KPIs and mitigate risk.

The role emphasizes process improvement, documentation, cross‑functional collaboration with traders, brokers, and service providers, and a strong ownership mindset in a high‑volume environment.

Qualifications

• Degree in finance or related field required.
• Experience with trade operations, settlements, and risk controls.
• Strong analytical and problem‑solving abilities.
• Proficiency in Excel (PivotTables, VLOOKUP/XLOOKUP) and Power BI.

Responsabilités

• Perform and support daily global equity trade operations including capture, settlement, reconciliation, and exception handling.
• Investigate breaks, assess impacts, and drive issues to resolution.
• Collaborate with Trading, brokers and service providers to exchange trade information.
• Use data to identify trends, risks and process improvements.
• Prepare operational reports and dashboards using Excel/Power BI.
• Document procedures and participate in testing and rollouts of enhancements.
• Communicate status and risks, managing priorities effectively.

Connaissances

Excel advanced

Power BI

Data analysis

Risk management

Attention to detail

Communication

Formation

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

Outils

Power Automate

AI-enabled tools

Description du poste

Capital Group in Charlotte, NC is seeking a detail‑oriented Core Operations Associate to support global equity trade operations and processing. You will handle trade capture, settlements, reconciliations, and reporting, using Excel and Power BI to track KPIs and mitigate risk.

The role emphasizes process improvement, documentation, cross‑functional collaboration with traders, brokers, and service providers, and a strong ownership mindset in a high‑volume environment.