• Financial Settlements Analyst

    Insight Global (Charlotte, NC)


    Job Description

    DAY TO DAY

    DTC Settlement/Inventory Management Associate supporting various Broker Dealers. The position is responsible for providing superior customer service for both internal and external clients and Front Office business partners, in support of Bank of America's global business strategies. Responsibilities include timely and accurate resolution of settlement issues, inventory management, exception processing, and daily interaction with various parties via email and phone. It is critical that the associate be detail oriented in monitoring and controlling exposure to the bank and our clients. The candidate will assume the following responsibilities:

     

    * Resolution and escalation of Settlement Issues and related exceptions

    * Timely response to queries

    * Liaising with other internal departments to ensure timely resolution of issues

    * Involvement in ad hoc projects for new processes or industry initiatives

    * Breaks investigation and resolution

     

    We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .

     

    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/ .

     

    Skills and Requirements

    MUST HAVE

    * Presentable, confident and detail oriented

    * Excellent communications skills

    * Ability to work under pressure in a team environment

    * Ability to liaise with all levels of the firm and people with different experiences and backgrounds

    * Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate

    PLUS

    * Intermediate analytical / data analytics skills (Excel, Tableau, Power BI)

    * Bachelor's Degree: Business, Finance, and/or accounting concentration null

     

    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 employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to 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 oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].