Senior Operations Automation Consultant - Capital Markets

Client: Financial Services

Team: Institutional Investment Banking Operations

Job Title: Operations Automation Consultant - Capital Markets

Location: Charlotte, NC | Hybrid 3x/week

Contract Length: 6 months

Rate: $39-42

Interview Process: 1-2 rounds

Top Requirements

• Hands-on experience building automation solutions
• Experience with Alteryx, Power Apps, or Xceptor
• Ability to develop workflow automation and process improvements
• Strong problem-solving and technical mindset
• Experience delivering solutions independently
• Strong communication skills

Plusses

• Xceptor experience
• Tableau experience
• Capital Markets or Investment Banking Operations background
• Reconciliations, settlements, funding, custody, or operations experience
• Process improvement experience

Job Summary

Building a Citizen Developer capability within Institutional Investment Banking Operations and is seeking an Operations Automation Consultant to support a growing automation pipeline. This role is focused on designing and building automation solutions that improve operational efficiency, streamline workflows, and reduce manual effort across operational processes. Candidates should have hands-on experience developing solutions using tools such as Alteryx, Power Apps, or Xceptor and be able to discuss specific automation projects they have personally built. The team is prioritizing technical problem-solvers who can quickly learn the business and begin delivering solutions immediately.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

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Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

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