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Operations Analyst
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-03-04
Listing for:
Insight Global
Full Time
position Listed on 2026-03-04
Job specializations:
-
Business
Financial Analyst -
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
Responsibilities include validating and maintaining trades, resolving breaks and discrepancies, managing confirmations and settlements, overseeing account and balance activities, and partnering closely with Sales, Trading, and Operations.
Additional responsibilities include:
Performing trade validation by reconciling trades to ensure accurate booking in systems
Executing trade amendments to correct booking errors
Investigate and resolve trade breaks by working closely with Sales, Trading, and Operations
Assist with account and balance management activities, including exotic currency balance management, nostro account management, and client SSI management
Participate in ad-hoc projects involving requirements gathering, stakeholder engagement, testing, and implementation
Identify and drive process improvements to enhance efficiency, control, and risk management, seeing ideas through to implementation
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 opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their 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 recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
Required Skills & Experience
Strong attention to detail with a solid controls mindset and risk awareness
Keen desire for learning and intellectual curiosity
Experience working to tight deadlines in a high-energy environment
Strong analytical skills, including data reconciliation and interpretation
Logical, structured approach to problem solving with ownership mindset
Ability to challenge existing processes and propose improvements
Strong communication and negotiation skills with the ability to build relationships across all levels of seniority
Excellent organizational skills with the ability to prioritize daily workload while maintaining accuracy
Nice to Have Skills & Experience
Ability to bring new ideas and perspectives to drive innovation and unique solutions
Experience working effectively across diverse teams and viewpoints
Client-facing experience or experience managing client queries and relationships
Continuous learner with the ability to connect with a diverse set of clients to understand evolving business needs
Willingness to challenge the status quo and promote positive change
Experience participating in or driving collaborative efforts to advance tools, technology, and ways of working
Appreciation for diversity and inclusion, with an understanding of its importance in serving a global client base
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
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