Job Summary

Prestigious Fortune 500 banking company is seeking an experienced Investment Operations Analyst for an opportunity in Charlotte, NC. This role is ideal for a detail-oriented securities operations professional who thrives in a fast-paced, deadline-driven banking and investment environment.

The Investment Operations Analyst will support complex securities transaction processing, reconciliation, documentation, compliance, and client servicing activities. This position offers the opportunity to contribute to high-impact investment operations work while collaborating with knowledgeable internal teams in a structured, professional, and risk-conscious environment.

This is a strong opportunity for candidates who enjoy analytical problem-solving, operational accuracy, and supporting investment services processes. The team environment is collaborative and focused on quality, accountability, and continuous improvement, with opportunities to provide guidance to junior team members and participate in departmental projects.

Key Responsibilities
- Process, research, and reconcile complex securities transactions, inquiries, and operational activities with accuracy and timeliness.
- Review, manage, and complete time-sensitive investment operations documentation while meeting service and compliance expectations.
- Support Investment Policy Statement processing and Separately Managed Account client servicing tasks.
- Identify operational issues, recommend process improvements, and help improve workflow efficiency.
- Collaborate with internal stakeholders to resolve transaction, account, documentation, and service-related issues.
- Provide guidance, support, and training to junior team members while contributing to departmental projects.

Compensation and Benefits
- Pay Rate: $35.16 per hour.
- Job Type: Contract/Temporary.
- Work Schedule: Hybrid schedule with 3 days onsite in Charlotte, NC and 2 days remote.
- Schedule may vary based on training needs.
- Interview Process: 1 round, Teams video interview.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.