Data Analyst – Capital Markets

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This role is a Data Analyst – Capital Markets, contract for 40 hours per week at $30.00 – $33.00 per hour. Requires 4‑8 years experience in capital markets, strong Excel skills and loan documentation review experience.

Hybrid remote in Charlotte, NC – United States

• Review and validate loan documentation and client support files.
• Perform data analysis related to collateral, receivables, and inventory where applicable.
• Analyze trends and variances in financial and collateral data within capital markets portfolios.
• Identify data gaps, inconsistencies, and potential risk indicators and escalates per process.
• Extract, format, and upload client data using Excel‑based tools and templates.
• Maintain and update Excel formulas used for data extraction and reporting.
• Review client submissions for completeness and adherence to predefined requirements.
• Coordinate with internal teams to resolve missing or incomplete documentation.
• Communicate findings clearly to internal stakeholders.

• 4‑8 years experience in capital markets operations or analysis.
• Strong Microsoft Excel skills including formulas, functions, lookups, and data analysis.
• Prior experience with loan document review or financial documentation.
• Strong numerical aptitude and attention to detail.
• Comfortable working in a structured, process‑driven environment.

• Exposure to Asset Based Lending (ABL) or secured lending.
• Accounting or finance background.
• Experience with collateral, receivables, or inventory analysis.

• Early‑career professional with real execution experience.
• Excel‑heavy, detail‑oriented, and process compliant.
• Comfortable doing hands‑on analysis and documentation work.

Job Type: Contract

Pay: $30.00 – $33.00 per hour

Expected hours: 40 per week

Application Question(s):

• Do you have hands‑on experience with Capital markets?

• Rate yourself for Excel on a scale of 1 to 10.