Investment Operations Specialist/FX Cash Management Analyst (Kannapolis)
$45 - $50 per hourInnova
Duration: 6 months Contract to hire.
Location: Charlotte, NC - 3 days onsite/ 2 day remote Overview: Client is seeking an Investments Operations Specialist / FX Cash Management Analyst to support daily funding, cash management, reconciliation, and operational activities within a financial services environment. This role will focus on monitoring account balances, managing funding activities, reviewing financial data, resolving discrepancies, and supporting FX-related operational processes.
The ideal candidate will have a background in finance, investment operations, cash management, banking operations, or financial analysis As an Investments Operations Specialist / FX Cash Management Analyst, you will: Day to Day Responsibilities:
- Manage and monitor funding activities and cash movements across accounts and currencies.
- Review account balances, cash positions, and funding projections to identify upcoming requirements.
- Initiate and coordinate funding transactions within established operational procedures.
- Monitor transactions and investigate discrepancies, exceptions, and breaks.
- Perform reconciliations and work with relevant teams to research and resolve outstanding items.
- Prepare and maintain daily reports, balance information, funding data, and operational metrics.
- Support FX-related operational activities and assist with transaction lifecycle processes.
- Research operational issues and coordinate with internal teams to determine appropriate resolutions.
- Work closely with teams supporting trading, investigations, relationship management, static data, technology, and reconciliation.
- Review existing processes and identify opportunities to improve efficiency, accuracy, and controls.
- Participate in operational projects, including requirements gathering, process documentation, testing, and implementation activities.
- Maintain accurate documentation of processes, procedures, and operational activities.
- Manage multiple workstreams while meeting time-sensitive operational deadlines.
- Background in financial services operations, investment operations, cash management, funding, or financial analysis.
- Experience working with funding activities, cash projections, account balances, or financial data.
- Understanding of reconciliation, discrepancy resolution, and exception management.
- Exposure to foreign exchange (FX), banking operations, payments, wires, or trade-related processes is preferred.
- Ability to monitor financial information, identify variances, and research discrepancies through resolution.
- Comfortable working with multiple teams and coordinating information across different business functions.
- Ability to review processes, identify operational gaps, and contribute to process improvements.
- Comfortable learning new systems, processes, procedures, and regulatory requirements.
- Working knowledge of Microsoft Excel and Microsoft Office.
We are currently interviewing to fill this and other similar positions. If this role is not a fit for you, we do offer a referral bonus program for referrals that we successfully place with our clients, subject to program guidelines. REFERRAL PROGRAM:
This position qualifies for a Referral Bonus amount of $250-$1000 dollars. Click here to learn more - Referral Program . Please email your referral details along with their resume to
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Devanshi SahayView phone number on apply.placed-app.com
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PAY RANGE AND BENEFITS:Pay Range*: $45- $50 per hour
*Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc. Benefits: Innova Solutions offers benefits( based on eligibility) that include the following: Medical & pharmacy coverage, Dental/vision insurance, 401(k), Health saving account (HSA) and Flexible spending account (FSA), Life Insurance, Pet Insurance, Short term and Long term Disability, Accident & Critical illness coverage, Pre-paid legal & ID theft protection, Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP). ABOUT INNOVA SOLUTIONS: Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching $3 Billion. Through our global delivery centers across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields. Recent Recognitions:
- Named One of America's Best Employers for New Grads by Forbes (2024
- Named One of the Best Companies to Work for by U.S. News & World Report (Private Companies List, 2024-2025)
- One of the Largest IT Staffing Firms in the US - Ranked #3 by Staffing Industry Analysts (SIA, 2024)
- One of the Largest Staffing Firms in the US - Ranked #13 by Staffing Industry Analysts (SIA, 2024; includes Innova Solutions, Volt, & HireGenics)
- Named One of the Top Ten Private Companies in Atlanta by the Atlanta Business Chronicle (2023)
- One of the Largest Certified Minority Business Enterprises (MBEs) in the United States (NMSDC, 2024)
- AWS Advanced Tier Services Partner with 100+ certifications
Website:
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or View phone number on apply.placed-app.com. Please indicate the specifics of the assistance needed. Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities. Innova Solutions (HireGenics/Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. * 1324b.The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.
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