Entry Level Business Analyst

Post Date

Jul 10, 2023

Location

Charlotte,
North Carolina

ZIP/Postal Code

28202
US
Jun 22, 2025 Insight Global

Job Type

Contract-to-perm

Category

Accounting / Finance

Req #

CLT-636057

Pay Rate

$26 - $38 (hourly estimate)

Job Description

* As part of the Transaction Management function within the Funding Execution team, the Transaction Specialist will support Global Markets Structured Notes and Treasury Long-Term Debt funding and governance activities for Treasury. The Transaction Management function is responsible for ensuring that the necessary governance, legal and operational framework is in place for each transaction issued under this company and other issuing entities, globally. The Transaction Specialist role provides excellent exposure to the Global Funding (GF) market-facing desks and key Treasury business partners including Global Markets Structured Note sales desks, Global Markets Central Funding Desk, External Counsels, Operations, Finance, Tax, Risk, and Compliance.

o Specific duties may include but are not limited to:

Booking new issuance details in Treasury's long term debt reporting system (BASIS)

Reviewing and approving economic terms of proposed structured note issuances

Monitoring the team's mailboxes to respond promptly to requests to approve transactions or transaction-related documentation

Preparing or coordinating documentation in connection with various GF activities (e.g. issuer call notices, signatures for issuance, etc.)

Preparing analysis on structured note portfolio as required for funding analysis

Actively participate in Operational Excellence initiatives focused on simplifying, streamlining, and automating processes

Completing ad-hoc projects as requested

Required Skills & Experience

* Bachelor's degree or equivalent work experience

* 2 years of relevant experience within a financial institution

* Proficiency within Excel

Nice to Have Skills & Experience

* Knowledge of coding (VBA, SQL, etc.)

* Experience with Long-Term Debt and Structured Notes

* Comfort working with financial products

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.