Jr. Investment Operations Analyst

Charlotte, NC
Do you desire to utilize your mathematics, data analytics, economics, or finance education; enhanced Excel skills; and researching abilities within a Global Fortune 500 financial services company? This role is within the investment space. The main focus of the Jr. Investment Operations Analyst is to provide investment and financial portfolio servicing support to enhance the client's experience. There is a requirement to work overtime (based on clients' needs) from time to time. OT is paid at time and a half! For a chosen candidate that exceeds expectations, there may be an opportunity to transition to a full-time employee! This role is a great opportunity for the professional desiring to have a long-term career in Data Analytics, Risk Mitigation, Compliance, or within Operations as a Leader or Analyst.

salary: $23 - $25 per hour
shift: First
work hours: 8 AM - 5 PM
education: Bachelors

Responsibilities

  • Analyze large data amounts flowing into the internal database
  • Identify, update, and resolve discrepancies to servicers
  • Monitor large dollar amounts of pooled loans to determine non-compliance
  • Calculate and Reconcile principal, interest, and investment fees
  • Communicate findings to investors
  • Evaluate servicer performance to ensure compliance with stated agreements
  • Interact with other departments as needed
  • Research and interpret all controlling legal documents as issues arise with collateral or bond payments

The essential functions of this role include:
  • working up to 5 hrs of overtime per week
Skills
  • Excel Pivot Tables (2 years of experience is required)
  • Excel Macros
  • Analytical Thinking (4 years of experience is required)
  • Math and Calculation (4 years of experience is required)
  • Critial Thinking (4 years of experience is required)
  • Data Management
  • Cash Management
  • Reconciliation (2 years of experience is required)
  • Math Education
  • Research Ability (2 years of experience is required)
  • Communications (4 years of experience is required)
  • Investment Knowledge (2 years of experience is preferred)
Qualifications
  • Years of experience: 2 years
  • Experience level: Entry Level
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected].

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.

Posted 2026-07-31

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