Jr Financial Analyst

Post Date

Oct 30, 2024

Location

Charlotte,
North Carolina

ZIP/Postal Code

28246
US
Jun 24, 2025 Insight Global

Job Type

Contract

Category

Accounting / Finance

Req #

CLT-744188

Pay Rate

$31 - $38 (hourly estimate)

Job Description

Day to Day Description:
Will be required to answer email and phone calls from clients
They will be supporting the Trading Desk
Trading exp is helpful but not necessary
Manager is looking for someone who is self-motivated and willing to learn and work hard.

Equity Allocations Associate for Institutional Trading-
The position is responsible for providing superior customer service for both the underlying customer base and sales force, in support of Bank of Americas global business strategies. Responsibilities include timely and accurate allocation and confirmation of Global Equities. The associate will need to establish a strong working partnership with the customer base and sales force, supporting strategic initiatives to increase same day allocation and STP rates. It is critical that the associate be detail oriented in monitoring and controlling exposure to the bank and our clients. Required Skills: Strong oral and written communication skills with emphasis on establishing and maintaining quality control procedures, and effectively liaison with external and internal parties, clients and colleagues. Desired Skills: Advanced Excel knowledge (macros, pivot tables, VLOOKUP, etc.).

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

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Required Skills & Experience

Top 3 required skill sets
1. Attention to Detail
2. Macros / Excel Some technical skills
3. Communication written and verbal.

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.