Financial Data Operations Analyst

Post Date

Jun 10, 2025

Location

Charlotte,
North Carolina

ZIP/Postal Code

28203
US
Aug 12, 2025 Insight Global

Job Type

Contract,Perm Possible

Category

Accounting / Finance

Req #

BOS-782231

Pay Rate

$32 - $40 (hourly estimate)

Job Description

Insight Global is seeking a Financial Data Operations Analyst to join a leading independent asset management firm. This Analyst will be joining the Data Operations team expected to have a background and in depth knowledge of equity, fixed income and derivative asset classes. They will be responsible for data scrubbing and exception management of a multi-component, firm-wide asset master. This involves working with financial benchmark data including both summary and constituent-level data. Your day to day will involve working closely with corporate actions, pricing, risk, compliance and accounting teams to resolve issues. This will be a Hybrid position onsite in either Charlotte or Walnut Creek CA 3 days a week onsite. The pay for this role is based on years of experience and ranges $40-$45/hr.

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here.

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Required Skills & Experience

5+ years of experience in financial data management, accounting, trading or back-office securities processing
Previous experience working for an asset management or wealth management firm
Broad-based knowledge across all security types both domestic and foreign markets
Knowledge of Bloomberg data
Strong MS Excell experience
Prior experience with S&P Markit EDM, Advent APX, Charles River IMS
Some experience with cross-platform financial data analysis

Nice to Have Skills & Experience

Technical Background and working knowledge of SQL especially with securities data
Knowledge of Charles River Development (CRD)
Bloomberg certification
Some experience w/ Python

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.