Analyst, Global Corporate Actions
Job Description
Job Description:
The Role
As a Corporate Actions Analyst, you will be responsible for researching, soliciting, processing, and instructing on all dividend and corporate action events. This role requires strong attention to detail, risk awareness, and the ability to collaborate across multiple teams within Fidelity. You will represent the business to internal partners and external stakeholders, ensuring accuracy and efficiency in all corporate action processes.
Key Responsibilities
- Research, cleanse, and process corporate action data from custodian banks, agents, and brokers
- Facilitate Portfolio Manager solicitations and custodian bank instructions
- Ensure accurate tax treatment prior to event processing into the accounting system
- Monitor custodian and internal exception reports to manage risk
- Coordinate legal documentation with internal Legal teams, external issuers, and custodian banks
- Analyze prospectus information and announce corporate actions appropriately
- Identify operational improvements and risk mitigation opportunities
- Mentor junior analysts and assist with workflow management
- NOTE: Fidelity will not provide immigration sponsorship for this position.
The Expertise and Skills You Bring
- Financial services experience with an asset manager or custodian bank, preferably in mutual fund operations
- Working knowledge of Corporate Actions preferred
- Bachelor's Degree encouraged, but not required
- Proficiency in corporate actions research, solicitation, and processing
- Solid understanding of custody industry and mutual fund operations
- Familiarity with SWIFT messaging and corporate action instruction processes
- Strong communication and analytical skills
- Ability to adapt to changing business needs and technical environments
- Attention to detail and risk identification
The Team
You'll join the Global Middle Office, which supports trading desks globally and manages corporate action executions for approximately $2 trillion in assets under management. This team ensures income collection, resolves position differences, and facilitates securities lending activities.
Certifications:
Category:
OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description:
The Role
As a Corporate Actions Analyst, you will be responsible for researching, soliciting, processing, and instructing on all dividend and corporate action events. This role requires strong attention to detail, risk awareness, and the ability to collaborate across multiple teams within Fidelity. You will represent the business to internal partners and external stakeholders, ensuring accuracy and efficiency in all corporate action processes.
Key Responsibilities
- Research, cleanse, and process corporate action data from custodian banks, agents, and brokers
- Facilitate Portfolio Manager solicitations and custodian bank instructions
- Ensure accurate tax treatment prior to event processing into the accounting system
- Monitor custodian and internal exception reports to manage risk
- Coordinate legal documentation with internal Legal teams, external issuers, and custodian banks
- Analyze prospectus information and announce corporate actions appropriately
- Identify operational improvements and risk mitigation opportunities
- Mentor junior analysts and assist with workflow management
- NOTE: Fidelity will not provide immigration sponsorship for this position.
The Expertise and Skills You Bring
- Financial services experience with an asset manager or custodian bank, preferably in mutual fund operations
- Working knowledge of Corporate Actions preferred
- Bachelor's Degree encouraged, but not required
- Proficiency in corporate actions research, solicitation, and processing
- Solid understanding of custody industry and mutual fund operations
- Familiarity with SWIFT messaging and corporate action instruction processes
- Strong communication and analytical skills
- Ability to adapt to changing business needs and technical environments
- Attention to detail and risk identification
The Team
You'll join the Global Middle Office, which supports trading desks globally and manages corporate action executions for approximately $2 trillion in assets under management. This team ensures income collection, resolves position differences, and facilitates securities lending activities.
Certifications:
Category:
OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
About Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
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