Job#: 3036016

Job Description:

Location: Charlotte, NC (Hybrid)

An opportunity is available for an Operations Automation Consultant to support a growing automation pipeline within an Institutional Investment Banking Operations team. This role is focused on designing and building automation solutions that improve operational efficiency, streamline workflows, and reduce manual effort. The team is prioritizing technical problem-solvers who can quickly learn the business and begin delivering solutions immediately.

• Design and build automation solutions to enhance operational efficiency and streamline workflows.
• Develop process improvements and workflow automation using tools like Alteryx, Power Apps, or Xceptor.
• Partner with Business, Technology, Risk, and Compliance teams to deliver scalable automation solutions.
• Identify opportunities for process optimization and control enhancement in a regulated banking environment.
• Support operational transformation initiatives across trade processing, settlements, custody, and funding operations.
• Deliver solutions independently and manage stakeholder communications effectively.

• Hands-on experience building automation solutions.
• Experience with Alteryx, Power Apps, or Xceptor.
• Ability to develop workflow automation and process improvements.
• Background within Investment Banking or Capital Markets Operations.
• A strong problem-solving and technical mindset.
• Strong communication and stakeholder management skills.

• Xceptor or Tableau experience.
• Experience in Securities, Funding, or FX Operations.
• Background in Middle Office operations or regulatory reporting.
• Experience with reconciliations, settlements, or custody processes.
• Knowledge of operational risk, controls, or process improvement methodologies.
• Experience with AI or advanced analytics.

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.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

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.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

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