Investment Operations Specialist

Investment Operations Specialist – Fed Settlement Operations

Location: Charlotte, NC

Work Model: Hybrid – 3 days onsite / 2 days remote

Contract: 6-Month Contract with intended conversion to full-time (based on performance and business need)

Pay Range: $44–50/hour

Calculated Hire is seeking an Investment Operations Specialist to join a large financial services organization supporting its securities settlement operations team in Charlotte, NC. This position will support post-trade processing and settlement activity while partnering with internal teams, brokers, custodians, and other counterparties to ensure transactions settle accurately and within required market deadlines.

This is a 6-month W2 contract-to-hire opportunity. The team intends to convert the selected candidate to a full-time employee following the initial contract period based on performance and business need.

What You’ll Do

• Support daily securities settlement and post-trade processing activities across the trade lifecycle.
• Monitor transactions through settlement and identify trades requiring additional investigation or action.
• Research and resolve settlement breaks, failed trades, exceptions, and discrepancies within established market deadlines.
• Review settlement instructions and help ensure trades are positioned correctly for settlement.
• Perform reconciliations and investigate differences between internal books and records and external settlement information.
• Partner with brokers, custodians, counterparties, trading partners, and internal operations teams to resolve outstanding issues.
• Research transaction details and determine the appropriate action or escalation path for settlement-related exceptions.
• Maintain accurate documentation and follow established operational procedures and controls.
• Communicate clearly regarding outstanding trades, risks, breaks, and required follow-up.
• Take ownership of assigned work while remaining adaptable and receptive to coaching and feedback.

What We’re Looking For

• Previous experience in securities settlements, investment operations, trading operations, or post-trade operations.
• Working knowledge of the trade lifecycle and how transactions move from execution through settlement.
• Experience researching and resolving settlement breaks, failed trades, exceptions, or reconciliation discrepancies.
• Exposure to BNY and Fed settlement processes strongly preferred.
• Experience reviewing settlement instructions and monitoring transaction status.
• Experience performing operational or trade reconciliations.
• Familiarity with books and records and maintaining accurate transaction data.
• Experience with Broadridge is preferred.
• Experience with other trade processing, matching, clearing, reconciliation, or settlement platforms is also valuable.
• Strong attention to detail with the ability to work effectively under market deadlines and cutoffs.
• Strong written and verbal communication skills.
• Demonstrated ownership, problem-solving ability, coachability, and willingness to learn.

Why Join Us?

• Medical, Dental, & Vision Plans
• Relationship Driven Process to Find Your Best Fit
• 6 Paid Holidays
• Regular Meetings to Ensure Quality in Your Engagement

How to Apply:

Straightforward, easy one-click apply.

Applications will be accepted until at least November 10, 2027.

About Us:

Calculated Hire is modernizing the professional services and staffing industry. When it comes to building teams, we understand that your organization’s culture is key to its success. We customize solutions to your unique needs through staff augmentation, the design and implementation of advisory services, and workforce transformation with our patented Elevate program.

EEO Statement:

Eight Eleven Group is an equal opportunity employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, lactation, and related medical conditions), gender identity or gender expression, sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

Benefits & Perks:

Calculated Hire offers medical, dental, vision, Health Savings Account, Dependent Care FSA, and supplemental coverage with plans that can fit each employee’s needs. We offer a 401(k) plan that includes a company match and is fully vested after you become eligible (1 year), and 6 paid company holidays.

Pay Disclaimer:

The pay range reflects what we reasonably expect to pay for this role at the time of posting. Offers are based on factors such as job responsibilities, education, experience, knowledge, skills, and abilities.