Operations Trade Specialist - BCforward : Job Details

BCforward is currently seeking a highly motivated Operations Trade Specialist for an opportunity Charlotte, NC & Dallas, TX!

Position Title: Operations Trade Specialist

Location: Charlotte, NC & Dallas, TX

Anticipated Start Date: ASAP

Please note this is the target date and it is subject to change. BCforward will send official notice ahead of a confirmed start date.

Expected Duration: 6 Months

Job Type: [FULL TIME, CONTRACT, HYBRID (3-days on-site/2-days WFH)]

Pay Range: $22.28/hr for Dallas, $21.02/hr for Charlotte

Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Work shift: Monday - Friday; 8:00 AM - 5:00 PM

Job Description:

• Managed Account Trading Operations Representative is responsible for trading support functions associated with Fixed Income products either executed internally by the trading desk or externally and requiring to step into the trade.
• Tasks include focus on client allocation and trade booking along with non-market related corrections. The team receives inbound email request from internal trading desk, business partners as well as various 3rd Party Investment Managers.
• Processing requests require proper vetting and are processed in a strict control environment requiring quality assurance.
• Additionally, the role support research and exception resolution along with focus on statistical reporting. The Operations Representative may assist in the rollout of new technology and process improvement initiatives and is expected to analyze current processes and make recommendations to enhance the flows and add efficiencies for the team.
• The Operations Representative is expected to build and maintain internal and external business relationships to support exceptional service.
• The team interacts heavily with Investment Managers, Product groups, Compliance, Risk, Branch Offices and Reconciliation partners to mitigate errors / exposure to the Bank and to solution issues as they arise.

Required Skills:

• Prior financial services experience required.
• Proficient PC skills and applied experience with MS Word and Excel.
• Exhibit strong written and verbal communication skills.
• Perform in a proactive and strategic manner.
• Must be able to give clear examples of past successes in teamwork, use of analytical skills, time and organizational self-management, and flexibility to a changing environment.
• Strong organizational skills and ability to handle multiple tasks and deadlines simultaneously.

Preferred Skills:

• Series 7 is preferred.
• Prior experience with Trading preferred.

Benefits:

BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

Keywords:

Administrative, accounting, account, operation, balancing, reconcilement

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Interested candidates please send resume in Word format Please reference job code 232143 when responding to this ad.