CareerPlan

Core Ops Equity Trade Lead Analyst

Charlotte, NC, USFull-time2026-10-22 → 2026-11-09

Core

Lead global equity trade operations, overseeing production, settlement, reconciliation, and operational risk controls for complex trade processing.

Role type

Senior IC Equity Trade Operations Lead

Builds

Global equity trade lifecycle execution and operational resilience

Domain

Financial Services / Investment Operations

Required skills

Equity trade lifecycle expertise, trade settlement and reconciliation, operational risk management, process improvement, team leadership, data analysis, stakeholder coordination

Preferred skills

Advanced Excel (PivotTables, Power Query, VLOOKUP, XLOOKUP), Power BI, automation initiatives

Technologies

Microsoft Excel, Power BI

Responsibilities

Lead day-to-day production and oversight for global equity trade operations; Serve as subject matter expert for complex trade processing and operational risk matters; Coordinate priorities and workflows across the team; Partner with Trading, Legal, and external providers to resolve trade lifecycle issues; Use operational data to identify trends and improve service delivery; Develop and maintain reporting, dashboards, and risk metrics; Lead process improvement and automation initiatives; Document procedures and support system enhancements.

Seniority

Senior, hands-on IC