Financial Business Execution Consultant

Job Description

Business Execution Consultant II – Trade Operations & Data Analysis

Company: Calculated Hire

Location: Charlotte, NC – Uptown

Work Arrangement: 100% onsite, 5 days per week

Contract Duration: 9 months

Pay Rate: Up to $35/hr W2

Position Overview:

Calculated Hire is seeking an analytical, detail-oriented Business Execution Consultant II to support a capital markets team focused on trade reconciliation, discrepancy investigation, and industry-wide regulatory and infrastructure changes.

This role will support initiatives impacting foreign exchange (FX) derivatives and SWIFT messaging. The industry is preparing for upcoming changes to ISDA FX Definitions, scheduled for November 22, 2027, as well as updates to SWIFT messaging infrastructure. These changes are driving increased demand for professionals who can investigate trade discrepancies, assess operational impacts, document findings, and support remediation efforts.

Key Responsibilities:

• Investigate historical trade discrepancies, reconciliation breaks, and exceptions across internal systems and counterparty records.

• Analyze transactional data to identify mismatches, recurring issues, and root causes.

• Support remediation efforts related to FX derivatives, trade processing, and industry-wide infrastructure changes.

• Collaborate with operations, business, and technology teams to investigate issues and implement solutions.

• Document findings, business requirements, process changes, and recommendations.

• Identify opportunities to improve reconciliation processes, reduce manual work, and prevent recurring issues.

• Track outstanding exceptions and ensure issues are thoroughly investigated and resolved.

Required Qualifications

• Experience in financial services, preferably within capital markets, trade operations, middle office, or securities operations.

• Hands-on experience with trade reconciliation, discrepancy investigation, exception management, or root-cause analysis.

• Strong analytical skills and proficiency in Microsoft Excel.

• Experience researching financial or transactional data across multiple systems.

• Strong documentation, communication, and problem-solving skills.

• Ability to collaborate with business and technology stakeholders to drive issue resolution.

• Comfortable working in a detail-intensive, hands-on operational environment.

Preferred Qualifications

• Experience with FX derivatives, OTC derivatives, or trade lifecycle operations.

• Familiarity with ISDA documentation, FX product definitions, or industry-wide regulatory and operational changes.

• Experience with SWIFT messaging or related financial messaging infrastructure.

• Familiarity with TriResolve/TriOptima or other reconciliation platforms.

• Experience with SQL, VBA, Power Query, or other data analysis and automation tools.

• Background in business analysis, process improvement, or technology remediation initiatives.

Work Environment:

This position is based in Uptown Charlotte and requires five days onsite per week. The team values in-person collaboration, particularly during training and project execution. Occasional flexibility may be considered once the consultant is established, but candidates should be comfortable working onsite full-time.