Senior Investment Specialist

Senior Investment Operations Specialist III – FED Settlements

Location: Charlotte, NC

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

Contract: 3-Month Contract-to-Hire, with intended conversion to full-time based on performance and business need

Pay Range: $48–$51/hour W2

Team: Capital Markets / Securities Settlement Operations

The information below covers the role requirements, expected candidate experience, and accompanying qualifications.

Proactive Posting Statement

We are building a network of qualified candidates who may be considered as relevant opportunities arise. This posting does not represent a specific current or anticipated opening.

About the Opportunity

Calculated Hire is proactively connecting with experienced securities settlement professionals interested in future opportunities supporting Capital Markets and Investment Operations teams within large financial institutions.

These opportunities may involve supporting FED settlement operations, with an emphasis on fixed income and government securities, ensuring trades settle accurately and on time while minimizing operational risk.

The ideal candidate brings strong hands-on securities settlement experience, including failed-trade resolution, reconciliations, settlement instructions, and exception management. We are particularly interested in professionals who can independently investigate complex settlement issues, take ownership of outstanding transactions through resolution, and contribute to improving operational processes within a high-volume, deadline-driven environment.

Key Responsibilities

• Support daily securities settlement activity across the post-trade lifecycle, including fixed income and FED-eligible securities.
• Monitor transactions through settlement, investigate failed trades, and resolve settlement breaks, unmatched transactions, and processing discrepancies.
• Perform trade, cash, and position reconciliations to identify and resolve discrepancies between internal books and records and external counterparties.
• Review settlement instructions, transaction details, and trade activity to ensure accurate processing and timely resolution of exceptions.
• Partner with trading desks, Middle Office, custodians, clearing banks, and counterparties to research and resolve settlement-related issues.
• Independently manage time-sensitive settlement activity, prioritizing market cutoffs, operational risk, and outstanding transactions.
• Identify recurring settlement issues, recommend process improvements, and contribute to stronger operational controls and reduced settlement failures.

Required Qualifications

• Previous hands-on experience in securities settlement operations, fixed income operations, or a closely related institutional post-trade function.
• Strong understanding of the securities trade lifecycle, including trade processing, settlement, reconciliation, and exception resolution.
• Demonstrated experience independently investigating and resolving failed trades, settlement breaks, and transaction discrepancies.
• Experience reviewing settlement instructions, reconciling transaction activity, and maintaining accurate books and records.
• Strong analytical, problem-solving, organizational, and communication skills.
• Ability to independently manage competing priorities, meet settlement deadlines, and take ownership of issues through resolution.

Preferred Qualifications

• Experience with FED/Fedwire settlement activity, U.S. Treasury securities, or other government securities.
• Familiarity with Bank of New York (BNY) or comparable clearing and custody relationships.
• Hands-on experience with Broadridge or similar securities settlement and trade processing platforms.
• Experience supporting institutional securities trading, broker-dealer operations, or fixed income settlement functions.
• Experience identifying recurring settlement exceptions, improving operational workflows, and strengthening controls.

Why Join Us?

• 401(k) matching plan
• Medical, dental, and vision insurance plans
• Relationship-driven recruiting process focused on finding the right career fit
• 6 paid company holidays
• Regular consultant-care check-ins throughout your engagement
• Paid company holidays, subject to the applicable engagement and eligibility requirements

How to Apply

Straightforward, easy one-click apply.

Applications will be accepted until at least November 30, 2026 .

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.

Equal Employment Opportunity

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, and paid company holidays as applicable to the engagement.

Pay Disclaimer

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