Posted 5 days ago
Job id: a1Wcv000000p9CXEAY
Business Execution Consultant II
Charlotte, North Carolina
Contract
Calculated Hire
$40.00 - $44.00 /hour
$40.00 - $44.00 /Year
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Job Description:
Investment Operations Specialist II – Settlement Operations
Location: Charlotte, NC
Work Model: Hybrid – 3 days onsite / 2 days remote
Contract: 3-Month Contract with potential for extension or conversion
Pay Range: $40–$44/hour W2
About the Opportunity
Calculated Hire is seeking an Investment Operations Specialist II to support a leading financial institution’s Settlement Operations team within Capital Markets.
This is a hands-on, execution-focused role responsible for ensuring securities trades settle accurately and on time while minimizing operational risk. The ideal candidate will bring direct DTC settlement experience, strong reconciliation and exception-resolution skills, and the ability to communicate effectively with internal teams and external counterparties.
Responsibilities
- Process and monitor daily securities settlement activity across domestic markets.
- Perform start-of-day and end-of-day break reconciliations to ensure books and records balance accurately.
- Research and resolve settlement breaks, failed trades, and trade exceptions.
- Monitor settlement activity across proprietary applications, reconciliation systems, and books-and-records platforms.
- Coordinate with Trading, Middle Office, Funding, Operations, and external counterparties to resolve settlement issues.
- Investigate discrepancies and determine the appropriate resolution or escalation path.
- Maintain accurate documentation while meeting strict market deadlines and settlement cutoffs.
- Analyze reconciliation breaks and identify recurring issues or process-improvement opportunities.
- Communicate clearly and professionally with internal and external stakeholders throughout the settlement lifecycle.
Required Qualifications
- At least 1 year of hands-on securities settlement experience within Capital Markets, Investment Operations, or a similar environment.
- Direct experience supporting settlements through DTC.
- Experience performing trade reconciliations, break resolution, or exception management.
- Understanding of the post-trade lifecycle from execution through settlement.
- Strong written and verbal communication skills.
- Ability to work accurately in a fast-paced, deadline-driven environment.
Preferred Qualifications
- Experience with Broadridge, including Impact, GCM, BPS, or similar platforms.
- Experience supporting equity and/or fixed-income settlements.
- Familiarity with books-and-records systems, OMS platforms, or proprietary settlement applications.
- Experience with settlement fails, counterparty communication, and operational risk management.
- Strong Microsoft Excel skills.
Ideal Candidate
The ideal candidate is a quick learner who takes ownership of settlement issues, communicates professionally, and is comfortable working through reconciliation breaks under tight deadlines. Success in this role requires strong attention to detail, sound judgment, and the ability to balance books accurately by the end of each day.
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Disclaimer: Brooksource, Medasource, and Calculated Hire are part of the Eight Eleven Group family of companies and operate under Eight Eleven Group, LLC. All employees receive the same benefits, policies, and terms of employment.
EEO:
We are committed to creating an inclusive environment for all employees and applicants. We do not discriminate on the basis of race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, marital status, military or veteran status, citizenship, pregnancy (including childbirth, lactation, and related conditions), or any other protected status in accordance with applicable federal, state, and local laws.
Benefits & Perks:
Eight Eleven Group offers competitive medical, dental, vision, Health Savings Account, Dependent Care FSA, and supplemental coverage with plans that can fit each employee’s needs. We offer a 401k plan that includes a company match and is fully vested after you become eligible, paid time off, sick time, and paid company holidays. We also offer an Employee Assistance Program (EAP) that provides services like virtual counseling, financial services, legal services, life coaching, etc.
Pay Disclaimer:
The pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law.
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About Us
Your need for talent is our reason for being. This driving mission has been at our core from the onset. When we started in 2000 at 811 Broad Ripple Avenue, we were a team of forward-thinking entrepreneurs determined to find a better way to connect the best and brightest talent with companies looking for future leaders. We still believe in this philosophy. Throughout the years, our passion, credibility, and grit have been the foundation and prowess of what is now Eight Eleven. Though our focus areas have continued to mindfully evolve, our unyielding commitment to relationships and our customers’ needs remain consistent and firmly rooted in our core values.