Investment Operations Analyst

  • location: Charlotte, NC
  • type: Contract
  • salary: $17 - $23 per hour
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job description

Investment Operations Analyst

job summary:
Randstad Professionals has an excellent opportunity to work with a top tier bank in the financial industry.

This position is for an individual who can timely and accurately review, analyze, and validate tax information regarding securities information (primarily cost basis analysis). The Tax Operations team for the Securities group focuses on validation, reporting, and withholding of tax information for large investments, mainly mutual finds and broker/dealer trades. The candidate will be actively interacting with Finance, Trading desk, Management, Technology and other internal disciplines on a daily basis. Actively participate in projects where Brokerage related processes are in scope, perform required testing and signoff when required. Receive, process, record and track cost basis tax information regarding any equities trades.

location: Charlotte, North Carolina
job type: Contract
salary: $17 - 23 per hour
work hours: 9 to 5
education: Bachelor's degree
experience: 5 Years
Min Qualifications A 4 year college degree is required. 1-3 years experience in a financial environment. Proficient in Microsoft Office applications with strong knowledge of tax operations while also possessing analytical problem solving skills. The candidate must be an independent thinker yet adaptable to a procedure oriented and fast paced environment. Have the ability to work independently and provide management and clients with adhoc information as needed. Strong verbal and written communication skills, ability to multi-task, perform under pressure and meet tight deadlines. The ability to solve problems otherwise escalate them immediately to manager to seek resolution. The candidate should possess excellent organizational, oral and written communication skills.

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skills: Tax Research, Investments, Tax Compliance, Cost Reporting, Withholding Taxes, tax audit, Consolidated Tax, Bank Investments
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.

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