CareerPlan

Core Ops Equity Trade Associate Senior

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

Core

Support global equity trading activity by ensuring accurate and timely trade processing, settlement, and risk monitoring.

Role type

Senior IC trade operations associate

Builds

Global equity trade lifecycle processing and settlement infrastructure

Domain

Financial services / Equity trading operations

Required skills

trade lifecycle processing, settlement and reconciliation, exception management, operational controls, risk management, advanced Excel (PivotTables, Power Query, VLOOKUP, XLOOKUP), Power BI, process improvement, data analysis, stakeholder collaboration

Preferred skills

equity trade operations, fund accounting, custody operations, workflow automation (Power Automate), system testing, AI-enabled tools

Technologies

Excel, Power BI, Power Automate

Responsibilities

Perform daily global equity trade operations including capture, enrichment, confirmation, settlement, and reconciliation; investigate trade breaks and operational exceptions; partner with trading, investment operations, brokers, and custodians; use operational data to identify trends and control risks; prepare operational reporting and dashboards; contribute to process improvement and automation efforts; document procedures and participate in system testing.

Seniority

Senior, hands-on IC