Capgroup
Direct Workday career site

Core Ops Equity Trade Lead Analyst

Pay
$40,000 – $65,000 per year
Location
Charlotte, NC
Listed
30 days ago

About the role

Putting people first, every day

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.

Your Opportunity

BDO Canada is seeking an Administrative Professional to join our GTA group of offices (Toronto or Oakville) and support the Transaction Tax Services group. We're looking for a motivated individual with a positive, proactive attitude and strong customer service skills. This role is ideal for someone who enjoys working in a dynamic environment and is eager to contribute to a collaborative team.

Key Responsibilities

  • Provide support to Transaction Tax Partners and team members, including calendar management, meeting coordination, travel booking, and expense reporting.
  • Prepare correspondence such as engagement letters and cover letters, and review documents for accuracy, grammar, spelling, and formatting to ensure compliance with company standards.
  • Proof and assemble financial statements, corporate tax and other returns, including e-filing and sending tax packages to clients.
  • Support client onboarding by performing conflict checks, setting up profiles in internal systems, and maintaining up-to-date client information.
  • Help with billing and invoicing.
  • Perform general office tasks such as photocopying, filing, mailing, and courier coordination.

How do we define success for your role?

  • You demonstrate BDO's core values through all aspects of your work: Integrity, Respect, and Collaboration
  • You understand your clients' industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high-quality work
  • You identify, recommend, and are focused on effective service delivery to your clients
  • You share in an inclusive and engaging work environment that develops, retains, and attracts talent
  • You actively participate in the adoption of digital tools and strategies to drive an innovative workplace
  • You grow your expertise through learning and professional development

Qualifications

  • Minimum 2 years of experience in an administrative role.
  • Strong verbal and written communication skills.
  • Ability to manage multiple tasks and handle confidential information with discretion.
  • Excellent time management and organizational skills.Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook); familiarity with Microsoft CRM and Workday is an asset.
  • Detail-oriented with a commitment to quality and client service.
  • Willingness to work extra hours when needed.

The expected range of compensation for this role is $40,000 - $65,000

Why BDO?

  • Our people-first approach to talent has earned us a spot among Canada's Top 100 Employers for 2026. This recognition is a milestone we're thrilled to add to our collection of awards for both experienced and student talent experiences.
  • At BDO, our people experience is guided by three core pillars- Do work with genuine care, Do what matters with purpose, and Do what's next - shaping how we support our people, serve our clients, and grow together.

Our firm is committed to providing an environment where you can be successful in the following ways:

  • We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada.
  • We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development.
  • We support your achievement of personal goals outside of the office and making an impact on your community.
  • We foster a collaborative, inclusive environment where your ideas are valued, and you can do your best work with genuine care and purpose
  • We encourage innovation and forward thinking, empowering you to embrace what's next and help shape the future of our firm

Additional information

Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.

Total rewards that matter

  • We pay for performance with competitive total cash compensation that recognizes and rewards your contribution.
  • We provide comprehensive benefits from day one, and a flexible personal time off policy.
  • We're committed to supporting your overall wellbeing and provide reimbursement for wellness initiatives that fit your lifestyle.
  • Everyone counts: We are committed to creating a workplace where employees can participate fully, contribute meaningfully and succeed without barriers.
  • We are dedicated to fostering a workplace defined by respect, fairness, and a true sense of belonging for everyone.
  • We recognize and celebrate the unique experiences, identities, and perspectives that each of us bring - and that these experiences strengthen how we work together.
  • Our commitment extends to ensuring that our application process is both inclusive and accessible.
  • If you require accommodation to complete the application process, please contact us.

Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.

Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It's about creating work experiences that meet everyone's needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.

Code of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.

BDO may use artificial intelligence enabled tools to support certain aspects of the recruitment process. While these tools assist our teams, our use of AI does not replace human decision making, and all employment-related outcomes are made by BDO personnel.

Read the original posting

From Capgroup's careers page, first listed on Rolev.ai on October 11, 2026. Rolev.ai is not the employer.

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Common questions

What is the salary for the Core Ops Equity Trade Lead Analyst role at Capgroup?

The Core Ops Equity Trade Lead Analyst posting at Capgroup states compensation of $40,000 – $65,000 per year. Final pay may depend on location, experience, and interview evaluation on Capgroup's official career site.

Where is the Core Ops Equity Trade Lead Analyst job at Capgroup located?

This Core Ops Equity Trade Lead Analyst position at Capgroup is located in Charlotte, NC. Always check Capgroup's application page for specific state eligibility or relocation policies.

How do I apply for the Core Ops Equity Trade Lead Analyst position at Capgroup?

This listing links directly to Capgroup's Workday application page. You can apply directly on Capgroup's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.