Securities Operations Specialist - WIM Ops Capacity Planning and Forecasting
$60,008–$100,006 year
Hybrid · Charlotte, North Carolina, United States or Minneapolis, Minnesota, United States
Job Summary
Securities Operations Specialist for WIM Operations Capacity Planning and Forecasting focused on forecasting, capacity planning, and staffing optimization. Responsibilities include building, updating, and quality-checking Excel-based staffing and volume models; performing statistical modeling, sensitivity analysis, and regression testing using Python, SAS, SQL, or C++ to produce actionable recommendations for senior leaders; running and refining SQL/SAS queries to integrate data from multiple sources; presenting recommendations addressing staffing and volume impacts; collaborating with peers, managers, and external customers to resolve issues and achieve goals; implementing standardized Capacity Planning framework policies and the Monthly Performance Planning cadence across multiple business teams; developing expertise in client onboarding, cash payments, custodian operations, securities settlement, and general ledger reconciliation as part of securities operations; supporting data automation efforts and risk-control analyses; and leading projects related to new or revised processes that require cross-team coordination.
Required Qualifications
- 2+ years of Securities Operations experience
- experience building and updating Excel-based staffing and volume models
- statistical modeling skills (Python, SAS, SQL, or C++ )
- ability to translate data needs into clear requests and collaborate across teams
- strong analytical and communication skills
- ability to influence across organizational levels
- advanced Microsoft Office skills, including Excel
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.