Demo

Financial Operations Specialist

Caresoft Inc.
Wilmington, NC Full Time
POSTED ON 1/27/2025
AVAILABLE BEFORE 4/25/2025

Duties :

Client is seeking a contingent worker to become part of our Global Investment Operations team. The diverse function spans Trading & Market Documentation Transaction Management Collateral Management Payments Corporate Actions Cash & Asset Operations and Securities Lending Operations. It plays an integral role within the organization interacting with multiple internal and external parties to ensure risk is minimized processes are efficient and high levels of client service are achieved in what is an evolving and dynamic environment.

Work in a culture of openness inclusion and proactive engagement at all levels.

Seek complex problems in a constantly evolving environment and passionate about process optimization data & technology.

Develop deep & broad technical knowledge becoming a subject matter authority in your respective area.

Foster strong internal & external relationships with a focus on collaboration & client service.

Operate in a fastpaced highintensity environment and working as part of a distributed team.

Work with technology & have an interest using to increase scale & improve control.

Conduct deep data analysis to increase transparency and drive decisions.

Participate in team projects to streamline and automate existing processes and tools to improve efficiency and controls.

Skills :

Strong experience in Financial Services Operations is desirable.

Ability to analyze and synthesize data in a concise and easy to understand style.

Strong client and partner service orientation.

Strong control / risk mitigation mentality; ability to apply excellent judgement as to when to raise issues.

Proven proficiency in all Microsoft Office applications.

Excellent communication skills (written and verbal) to work directly with clients and across all levels of staff and management.

Ability to work effectively under pressure and in a dynamic environment to meet deadlines.

Focus on continuous improvement and process innovation.

An interest to learn or experience in coding languages (R Python Java CSS HTML).

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