Investment Operations SpecialistFX Cash Management Analyst
Charlotte, NC - USA
Job Summary
Position type: Full-time Contract (W2)
Duration: 6 months Contract to hire.
Location: Charlotte NC 3 days onsite/ 2 day remote
Overview: Client is seeking an Investments Operations Specialist / FX Cash Management Analyst to support daily funding cash management reconciliation and operational activities within a financial services environment. This role will focus on monitoring account balances managing funding activities reviewing financial data resolving discrepancies and supporting FX-related operational processes.
The ideal candidate will have a background in finance investment operations cash management banking operations or financial analysis
As an Investments Operations Specialist / FX Cash Management Analyst you will:
Day to Day Responsibilities:
- Manage and monitor funding activities and cash movements across accounts and currencies.
- Review account balances cash positions and funding projections to identify upcoming requirements.
- Initiate and coordinate funding transactions within established operational procedures.
- Monitor transactions and investigate discrepancies exceptions and breaks.
- Perform reconciliations and work with relevant teams to research and resolve outstanding items.
- Prepare and maintain daily reports balance information funding data and operational metrics.
- Support FX-related operational activities and assist with transaction lifecycle processes.
- Research operational issues and coordinate with internal teams to determine appropriate resolutions.
- Work closely with teams supporting trading investigations relationship management static data technology and reconciliation.
- Review existing processes and identify opportunities to improve efficiency accuracy and controls.
- Participate in operational projects including requirements gathering process documentation testing and implementation activities.
- Maintain accurate documentation of processes procedures and operational activities.
- Manage multiple workstreams while meeting time-sensitive operational deadlines.
The ideal candidate will have:
- Background in financial services operations investment operations cash management funding or financial analysis.
- Experience working with funding activities cash projections account balances or financial data.
- Understanding of reconciliation discrepancy resolution and exception management.
- Exposure to foreign exchange (FX) banking operations payments wires or trade-related processes is preferred.
- Ability to monitor financial information identify variances and research discrepancies through resolution.
- Comfortable working with multiple teams and coordinating information across different business functions.
- Ability to review processes identify operational gaps and contribute to process improvements.
- Comfortable learning new systems processes procedures and regulatory requirements.
- Working knowledge of Microsoft Excel and Microsoft Office.
Qualified candidates should APPLY NOW for immediate consideration!
This position is only open to applicants who can be engaged on a W-2 basis. 1099 contractors and Corp-to-Corp arrangements will not be considered for this position.
Please hit APPLY to provide the required information and we will be back in touch as soon as possible.
We are currently interviewing to fill this and other similar positions. If this role is not a fit for you we do offer a referral bonus program for referrals that we successfully place with our clients subject to program guidelines.
REFERRAL PROGRAM:
This position qualifies for a Referral Bonus amount of $250-$1000 dollars. Click here to learn more Referral Program. Please email your referral details along with their resume to
Devanshi Sahay
(1)
PAY RANGE AND BENEFITS:
Pay Range*: $45- $50 per hour
*Pay range offered to a successful candidate will be based on several factors including the candidates education work experience work location specific job duties certifications etc.
Benefits: Innova Solutions offers benefits( based on eligibility) that include the following: Medical & pharmacy coverage Dental/vision insurance 401(k) Health saving account (HSA) and Flexible spending account (FSA) Life Insurance Pet Insurance Short term and Long term Disability Accident & Critical illness coverage Pre-paid legal & ID theft protection Sick time and other types of paid leaves (as required by law) Employee Assistance Program (EAP).
ABOUT INNOVA SOLUTIONS: Founded in 1998 and headquartered in Atlanta Georgia Innova Solutions employs approximately 50000 professionals worldwide and reports an annual revenue approaching $3 Billion. Through our global delivery centers across North America Asia and Europe we deliver strategic technology and business transformation solutions to our clients enabling them to operate as leaders within their fields.
Recent Recognitions:
- Named One of Americas Best Employers for New Grads by Forbes (2024
- Named One of the Best Companies to Work for by U.S. News & World Report (Private Companies List 2024-2025)
- One of the Largest IT Staffing Firms in the US Ranked #3 by Staffing Industry Analysts (SIA 2024)
- One of the Largest Staffing Firms in the US Ranked #13 by Staffing Industry Analysts (SIA 2024; includes Innova Solutions Volt & HireGenics)
- Named One of the Top Ten Private Companies in Atlanta by the Atlanta Business Chronicle (2023)
- One of the Largest Certified Minority Business Enterprises (MBEs) in the United States (NMSDC 2024)
- AWS Advanced Tier Services Partner with 100 certifications
Website: Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race color religion or belief national origin citizenship social or ethnic origin sex age physical or mental disability veteran status marital status domestic partner status sexual orientation or any other status protected by the statutes rules and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment please contact us at or . Please indicate the specifics of the assistance needed. Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities. Innova Solutions (HireGenics/Volt) does not discriminate against applicants based on citizenship status immigration status or national origin in accordance with 8 U.S.C. 1324b.
The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance the Los Angeles Fair Chance Initiative for Hiring Ordinance and other applicable laws.
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Required Experience:
IC