Capital Markets Business Enablement Operations - Business Analyst in Charlotte, NC

About the role

Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies across our markets raise capital efficiently and execute strategic transactions effectively. Our approach is simple – help clients we know connect and tell their story to investors we know well. Zions Capital Markets brings “bulge bracket” solutions to the business customers of our local affiliates, as the platform is continually expanding our product capabilities to meet the evolving needs of our client base.

Responsibilities

• Partner with Derivative Trading, Sales, Technology, Operations, Compliance, Legal, Market Risk Management, Treasury, and Finance teams to support strategic initiatives, process enhancements, and business objectives
• Demonstrate strong knowledge of interest rate and derivative products, including swaps, caps, floors, collars, and futures, with the ability to analyze pricing inputs, rate resets, and cash settlement calculations
• Perform and oversee daily OTC derivatives activities, including client onboarding, trade verification, settlements, confirmations, lifecycle event processing, and counterparty coordination
• Serve as a subject matter expert for operational processes, providing guidance to junior team members and assisting with issue resolution
• Analyze, define, document, and enhance business processes and procedures to improve operational efficiency and control effectiveness
• Review, validate, and maintain client and counterparty data, ensuring data integrity across systems
• Review and approve settlement activity, investigate exceptions, and drive timely resolution of complex settlement and reconciliation issues
• Lead investigations into trade, cash, and reconciliation discrepancies, providing root cause analysis and implementing corrective actions
• Build and maintain strong relationships with internal stakeholders, counterparties, and external service providers
• Participate in operational and regulatory projects, system implementations, testing efforts, and process improvement initiatives
• Respond to ad hoc inquiries, support audits and examinations, and perform other duties as assigned

Requirements

• Excellent verbal and written communication skills
• Strong presentation, relationship building, collaboration, attention to detail, and decision-making skills
• Understanding of the details and mechanics of OTC products (including futures, Options, and swaps) and an inquisitive mind
• Understanding of banking, markets, industry practices, and market trends
• 5 or more years of related experience
• Self-motivated, highly organized, and able to work independently without direct supervision
• Undergraduate degree in finance or equivalent work experience

Experience with Calypso, MarkitWire, Tri_Optima, and Bloomberg is a plus.

Benefits

• Medical, Dental, and Vision Insurance – start day one
• Life and Disability Insurance
• Paid Paternal Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
• 401(k) plan with company match and Profit Sharing
• Competitive compensation in line with work experience
• Mental health benefits, including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products