Middle Office Analyst

About the role

A well-known Financial Services Company is looking for a Middle Office Analyst in Charlotte, NC (Hybrid).

Responsibilities

• Work with the brightest minds at one of the largest financial institutions in the world.
• Contribute to the resolution of moderately complex issues and consult with others to meet Business Execution deliverables.
• Collaborate with client personnel in Business Execution.
• Perform daily P&L and Risk production aligned with Middle Office responsibilities.
• Conduct back-to-front reconciliations to ensure accuracy across trading, risk, and operations systems.
• Support the PLA (P&L Attribution) process and related product control workflows.
• Validate and analyze trading desk activity across cross asset products.
• Investigate breaks, discrepancies, and valuation differences.
• Provide analytical support for risk measures and financial reporting.

Requirements

• 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
• Master's in finance strongly preferred (programs with Derivatives, Quantitative Finance, Financial Engineering, or Mathematical Finance coursework).
• Excel expertise (must be robust) – strong formulas, lookups, pivot tables, and ability to manipulate large datasets.
• Strong quantitative comfort; ability to interpret data statistically.
• Understanding of valuation, pricing, and market risk concepts.
• Ability to explain and work with Greeks (Delta, Gamma, Vega, Theta, Rho) and derivative fundamentals.

Qualifications

• Preferred Coursework - Highlighting these on the resume is recommended:
• Derivatives
• Options & Futures
• Fixed Income
• Financial Modeling
• Risk Management
• Quantitative Methods
• Statistics / Probability
• Financial Econometrics
• Integration- and calculus-heavy finance courses
• Cross asset valuation or trading coursework
• Preferred Background - Middle Office
• Product Control
• Risk Analyst roles
• Strong financial education with derivative exposure

Skills

• Business Execution, Implementation, or Strategic Planning experience
• Master's in finance (with relevant coursework)
• Excel proficiency (advanced formulas, lookups, pivot tables)
• Statistical interpretation skills
• Valuation, pricing, and market risk concepts
• Understanding of Greeks and derivative fundamentals
• Preferred coursework and background in finance and derivatives

Benefits

• Medical Insurance
• Dental & Orthodontia Benefits
• Vision Benefits
• Health Savings Account (HSA)
• Health and Dependent Care Flexible Spending Accounts
• Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance
• Hospital Indemnity Insurance
• 401(k) including match with pre and post-tax options
• Paid Sick Time Leave
• Legal and Identity Protection Plans
• Pre-tax Commuter Benefit
• 529 College Saver Plan