Data Analyst

Job Title: Operations Analyst – SSI Setup (Entry-Level)

Location: Charlotte, NC (Onsite – 5 days/week, 6th floor Uptown)

Contract: 3-month W2 contract (potential extension up to ~6 months)

Start Date: ASAP

Calculated Hire is partnering with a leading financial services organization to support a high-priority onboarding initiative within their FX operations environment. This team is focused on migrating and setting up Standard Settlement Instructions (SSIs) across systems of record to support a large-scale client onboarding effort.

• Execute high-volume, process-driven account setup by inputting Standard Settlement Instructions (SSIs) into internal systems
• Perform repetitive data entry tasks, including copying and pasting data from Excel into system applications with a high degree of accuracy
• Review and validate data to ensure alignment with SSI requirements and prevent errors
• Leverage Excel for basic filtering and sorting to identify and organize relevant data
• Follow established SOPs and workflows to complete transactional tasks efficiently
• Meet daily productivity targets (approximately 50–75 SSI setups per day)
• Participate in team training sessions and ongoing check-ins to maintain quality and consistency
• Communicate workload status, challenges, and trends to team leads as needed

• Strong attention to detail and accuracy in repetitive tasks
• Ability to stay focused and motivated in a high-volume, routine-based environment
• Basic proficiency in Microsoft Excel (filtering, sorting, navigating spreadsheets)
• Comfortable with data entry and working across multiple systems
• Open to feedback and able to quickly adjust to process improvements

• Exposure to banking, financial services, or operations environments
• Familiarity with Standard Settlement Instructions (SSIs)
• Basic understanding of FX operations or SWIFT/payment processing

• No degree required; open to recent graduates or entry-level candidates
• Prior experience in data entry, administrative, or operational roles is a plus but not required
• Ability to work onsite 5 days/week in Charlotte, NC
• Availability to start immediately and commit to full contract duration
• Fast-paced, collaborative team with a mix of energetic and quieter working styles
• Structured onboarding with classroom-style training followed by hands‑on support
• Ongoing coaching and biweekly touchpoints to reinforce performance and quality
• Role is highly repetitive and process-driven; ideal for candidates who thrive in structured, task-oriented environments

• This is a time-sensitive initiative supporting a large client onboarding effort with aggressive deadlines
• Role is not expected to convert to full-time but may extend based on project needs
• Strong opportunity to gain exposure to financial operations and build foundational experience within FX and settlements workflows