Lead or participate in moderately complex initiatives and deliverables
Contribute to large scale planning related to process, procedures and efficiencies with internal and industry related initiatives
Identify and recommend opportunities for process improvement and risk control development
Provide leadership to bring groups together to resolve multi-faceted complex issues
Serve as a leader on projects along with internal and industry related initiatives
Review and analyze complex functional and operational tasks that require in-depth evaluation
Exercise independent judgment and resolution to guide the deliverable
Resolve moderately complex issues
Lead team to meet functional area projects, and process deliverables
Leverage solid understanding of functions, policies, procedures and compliance requirements
Mentor and assist analysts
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Required Qualifications:
4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Experience leading & training others
Client service focus with the ability to analyze, research, and respond to moderately complex customer or agency issues and complaints
Experience in implementing solutions on behalf of the client while improving productivity and client satisfaction
Bilingual Preferred
Thorough knowledge & experience w/ Microsoft Excel
Familiarity w/ compliance protocol
Excellent verbal, written, and interpersonal communication skills
Solid problem-solving & critical thinking skills
Strong organizational, multi-tasking, and prioritizing skills
Strong attention to detail and accuracy skills
Ability to work independently
Strong collaboration and partnering skills
Knowledge and understanding of brokerage or administrative support
Intermediate Microsoft Office (Word, Outlook, and PowerPoint) skills
Job Expectations:
Hybrid Schedule, 3/2
Ability to work a 10am - 7pm schedule one week every five weeks
550 S Tryon St, Charlotte, NC 28202
Posting End Date: 12 Jan 2025 *Job posting may come down early due to volume of applicants.
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