Trade Operations Analyst (Entry-Level)
Not Disclosed•ContractorHybrid
location_on601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States
About the Role
We are seeking an Entry-Level Trade Operations Analyst to join our dynamic team in Charlotte, NC. This position is designed for recent finance or accounting graduates eager to gain hands-on experience in trade operations, brokerage transactions, and financial settlements. You will serve as a vital link between internal teams, processing trade transactions, ensuring settlement accuracy, and supporting financial advisors with key operational tasks.
This role offers a unique opportunity to develop essential skills in the financial services industry within a hybrid work environment. The position balances in-office collaboration with remote flexibility, allowing you to grow your expertise while maintaining a healthy work-life integration. Successful candidates will have the potential to transition into a full-time role based on performance.
Hiring Process
Candidates are encouraged to apply immediately as the start date is ASAP. The selection process focuses on identifying individuals with strong organizational skills, an analytical mindset, and the ability to work independently in a fast-paced setting.
Work location
Work model: Hybrid
601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States
Charlotte, North Carolina
Key Responsibilities
- check_circleProcess trade transactions and ensure settlement accuracy
- check_circleInvestigate financial discrepancies and conduct research
- check_circleSupport financial advisors with key operational tasks
- check_circleCollaborate with internal teams to manage brokerage transactions
- check_circleUtilize MS Office Suite to maintain operational records
Requirements
- verifiedBachelor's degree in Finance, Accounting, Economics, or related field
- verifiedProficiency in MS Office Suite (Excel, Access, Word, Outlook, SharePoint)
Nice to Have
Internship or coursework in finance, brokerage, or banking operations. Exposure to back-office banking applications.
Benefits & Perks
check_circleMedical, dental, and vision insurancecheck_circle401(k) retirement plancheck_circleLife insurancecheck_circleLong-term disability insuranceShort-term disability insurance
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Skills, education and keywords
Skills: MS Office Suite, Excel, Access, Word, Outlook, Sharepoint.
Education: Bachelor's degree in Finance, Accounting, Economics, or related field required.
Frequently asked questions about Trade Operations Analyst (Entry-Level) at Collabera
What does a Trade Operations Analyst (Entry-Level) at Collabera do?expand_more
Day-to-day, the Trade Operations Analyst (Entry-Level) at Collabera will process trade transactions and ensure settlement accuracy; investigate financial discrepancies and conduct research; support financial advisors with key operational tasks; and collaborate with internal teams to manage brokerage transactions.
What are the requirements for this Trade Operations Analyst (Entry-Level) role?expand_more
To qualify for the Trade Operations Analyst (Entry-Level) at Collabera position, applicants should have: Bachelor's degree in Finance, Accounting, Economics, or related field; and Proficiency in MS Office Suite (Excel, Access, Word, Outlook, SharePoint).
Where is the Trade Operations Analyst (Entry-Level) role at Collabera located?expand_more
Trade Operations Analyst (Entry-Level) at Collabera is based in 601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States. This is a hybrid role.
Is this Trade Operations Analyst (Entry-Level) job remote, hybrid, or on-site?expand_more
Collabera has listed this Trade Operations Analyst (Entry-Level) role as hybrid.
How much experience is required for this Trade Operations Analyst (Entry-Level) role?expand_more
Candidates for Trade Operations Analyst (Entry-Level) at Collabera should have entry level.
What skills do you need for the Trade Operations Analyst (Entry-Level) role at Collabera?expand_more
Key skills for Trade Operations Analyst (Entry-Level) at Collabera include MS Office Suite; Excel; Access; Word; Outlook; and Sharepoint.
What education is required for Trade Operations Analyst (Entry-Level) at Collabera?expand_more
Educational requirements for this role: Bachelor's degree in Finance, Accounting, Economics, or related field required.
What category does the Trade Operations Analyst (Entry-Level) role belong to?expand_more
Trade Operations Analyst (Entry-Level) at Collabera is part of the accounting & finance job category on Recrutus.