Settlements Analyst

About the Company

Our client is a leading organization in the banking industry, committed to providing exceptional financial services and fostering a culture of innovation and teamwork.

About the Role

Our client is seeking a motivated Entry-Level Settlements Analyst to begin their career in the banking industry by joining a FED Settlements team of nine based in St. Paul, MN.

Responsibilities

• Support daily trade settlement activities using internal proprietary systems by entering, delivering, and settling buy, sell, and repo trades.
• Work will be driven through a shared inbox and standardized forms.
• Review trade details, identify and resolve mismatches between systems.
• Partner with Trade Service Representatives to ensure timely and accurate corrections.
• Manually post penalties and resolve settlement exceptions.
• Communicate trade statuses and issues across internal teams to support smooth and compliant settlement operations.

Qualifications

Bachelor's Degree Or Two Years of equivalent/finance experience

Required Skills

• Excel experience (understanding of v-look ups and basic formulas, filtering and sorting features, basic formulas)
• Curious and Driven
• Good with numbers
• Great communication, energy, and work ethic!

Preferred Skills

• A major in Finance
• Operations experience
• Excel (Pivot Tables, VBA, Macros, COUNTIF, SUMIF)
• Coding is a huge plus (VBA, C++)
• Tableau experience

Pay range and compensation package

• Range: $17-19/hour
• Benefits- Dental, Vision, Health, 401k

Equal Opportunity Statement

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected]. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.