Securities Operations Associate (Fintech)

TL;DR

Securities Operations Associate (Fintech): Processing, reconciling, and administering complex security and derivative transactions with an accent on compliance, risk management, and operational efficiency. Focus on supporting Investment Policy Statement (IPS) processing and Separately Managed Account (SMA) client servicing in a fast-paced, deadline-driven environment.

Location: Must be based in Charlotte, NC (Hybrid: 3 days onsite, 2 days remote)

Company

hirify.global is a professional services firm providing staffing and consulting solutions.

What you will do

• Perform operational tasks for complex securities and reconcile transactions.
• Review time-sensitive documents and address compliance and corporate governance issues.
• Research inquiries and resolve complex operational issues.
• Support Investment Policy Statement (IPS) processing and SMA client servicing tasks.
• Collaborate with peers and managers to improve processes and achieve departmental goals.
• Provide training and work direction to less experienced staff members.

Requirements

• 4+ years of investment industry or securities operations experience required.
• Must be based in Charlotte, NC or able to work onsite 3 days per week.
• Strong attention to detail and accuracy skills.
• Intermediate proficiency in Microsoft Office.
• Ability to navigate multiple computer systems and applications effectively.
• BS/BA degree or higher.

Culture & Benefits

• W2 contract opportunity with a 7-month duration.
• Fast-paced, risk-minded professional environment.
• Opportunity to work on complex financial operations and projects.
• Collaborative team-based work culture.