Insight Global
Financial Analyst - Trade Control
Insight Global, Charlotte, North Carolina, United States, 28245
Job Description
This role will provide an associate the opportunity to learn various support services across products, platforms and processes for the business segments noted directly above. Exposure across product and platforms ensures broader coverage and stability for the team as well as a more complete understanding of how the business functions for the associates performing the role.
The successful candidate will work closely with the Corporate Investments and Corporate Treasury trading desks to ensure accurate trade capture, substantiation and reporting. There will also be the opportunity to be involved in enterprise wide trade control initiatives to automate, simplify and improve the team processes. The associate will also perform trade analytics to resolve trade queries and measure and control the day-to-day operating environment. The candidate will be responsible for reconciliations and event monitoring for derivatives as well as supporting FX, interest rate derivatives, and fixed income. In addition to the Front Office, the candidate will work closely with Finance, Back Office, Technology and other support partners.
Existing process include:
- Trade validation and ongoing trade maintenance and reporting.
- Requires product knowledge, knowledge of financial instruments accounting relevant to the area supported.
- Delivers support for new products and initiatives, provides analysis and KPI/MIS reporting.
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/ .
Skills and Requirements
Required skills include:
- Expert Excel knowledge
- Financial products knowledge, ability to analyze, reconcile, and interpret large amounts of data
- Extensive work with data systems, databases and spreadsheets.
- Proficient in SQL and VBA; knowledge of CIDW would be a plus.
- Ability to quickly learn new applications and trade capture platforms.
- Solid understanding of FX, fixed income, and derivative instruments.
- Displays a high level of attention to detail.
- Self-motivated and able to work unsupervised.
- Communicates and partners well with others to accomplish goals.
- Detail orientation
- Ability to manage multiple priorities and multi-task, excellent time management and prioritization skills, with ability to meet tight deadlines
- The ability and willingness to continuously learn on the job,
- Technical fluency, with ability to learn new systems quickly
- The ability to problem-solve and take ownership of process improvements
- The ability to work in a team environment
- The ability to adapt to and take ownership of change
- Excellent verbal and written communication skills with ability to communicate with various stakeholders. Desired skills & knowledge include:
- Experience using Bloomberg
- Accounting knowledge, economics, business, mathematics, finance, accounting, or similar major.
- Desired experience includes Internship experience
- Have 3 to 4 years of experience in the Financial Services industry, experience in working with financial reports, and the ability to effectively manage difficult internal and external client situations. 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 HR@insightglobal.com.
This role will provide an associate the opportunity to learn various support services across products, platforms and processes for the business segments noted directly above. Exposure across product and platforms ensures broader coverage and stability for the team as well as a more complete understanding of how the business functions for the associates performing the role.
The successful candidate will work closely with the Corporate Investments and Corporate Treasury trading desks to ensure accurate trade capture, substantiation and reporting. There will also be the opportunity to be involved in enterprise wide trade control initiatives to automate, simplify and improve the team processes. The associate will also perform trade analytics to resolve trade queries and measure and control the day-to-day operating environment. The candidate will be responsible for reconciliations and event monitoring for derivatives as well as supporting FX, interest rate derivatives, and fixed income. In addition to the Front Office, the candidate will work closely with Finance, Back Office, Technology and other support partners.
Existing process include:
- Trade validation and ongoing trade maintenance and reporting.
- Requires product knowledge, knowledge of financial instruments accounting relevant to the area supported.
- Delivers support for new products and initiatives, provides analysis and KPI/MIS reporting.
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/ .
Skills and Requirements
Required skills include:
- Expert Excel knowledge
- Financial products knowledge, ability to analyze, reconcile, and interpret large amounts of data
- Extensive work with data systems, databases and spreadsheets.
- Proficient in SQL and VBA; knowledge of CIDW would be a plus.
- Ability to quickly learn new applications and trade capture platforms.
- Solid understanding of FX, fixed income, and derivative instruments.
- Displays a high level of attention to detail.
- Self-motivated and able to work unsupervised.
- Communicates and partners well with others to accomplish goals.
- Detail orientation
- Ability to manage multiple priorities and multi-task, excellent time management and prioritization skills, with ability to meet tight deadlines
- The ability and willingness to continuously learn on the job,
- Technical fluency, with ability to learn new systems quickly
- The ability to problem-solve and take ownership of process improvements
- The ability to work in a team environment
- The ability to adapt to and take ownership of change
- Excellent verbal and written communication skills with ability to communicate with various stakeholders. Desired skills & knowledge include:
- Experience using Bloomberg
- Accounting knowledge, economics, business, mathematics, finance, accounting, or similar major.
- Desired experience includes Internship experience
- Have 3 to 4 years of experience in the Financial Services industry, experience in working with financial reports, and the ability to effectively manage difficult internal and external client situations. 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 HR@insightglobal.com.