Charlotte, North Carolina
1 day ago
Financial Data Analyst
Job Description

Operations team that manages the creation and maintenance of account level reference data, including standing settlement instructions, to facilitate the processing and settlement of trades across all global market product classifications. In addition the team receives, digitizes and reports on account level documentation in order to meet firm and client regulatory requirements.



What youll do:

The RDM Account Management Operations Analyst plays a fundamental and influential role in delivering process control and efficiency enhancements, enabling the team more time to focus on the client. In addition, the individual serves as a leader and escalation contact for the team. You will join a close-knit and industrious group of professionals where you will soon begin impacting the business and our clients by:

Developing deep product and operational knowledge of account onboarding and maintenance across multiple products and jurisdictions within global markets for institutional clients

Researching and resolving key business and risk problems while partnering with front office, operations, and technology business partners

Engaging in cross-team collaboration and gaining exposure to diverse product lines

Building and maintaining strong relationships with internal and external business partners in the US, UK, and Asia

Exploring methods to enhance processes, further reduce risks, and boost client satisfaction

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 HR@insightglobal.com.

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
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