Associate Analyst, Brokerage Treasury Operations
Job Description
Job Description:
Brokerage Operations Associate Analyst, Brokerage Treasury Operations
The Role
As a Brokerage Operations Associate Analyst, you will work in Treasury's Cash Management Services division to support timely and accurate Money Movement-related transaction processing while adhering to policy, procedures, and regulatory guidelines.
Responsibilities include:
- Conduct ACH, Bill Pay and Check Investigations
- Maintain operational accuracy while processing money movement transactions
- Perform daily reconciliations on general ledgers, bank accounts.
- Deliver extraordinary service to our clients by processing their requests in an accurate and timely manner
- Review and document procedures for policies to ensure consistency, compliance, and efficiency.
- Find opportunities to improve key efficiencies within money movement to improve quality and scale our workflows
- Publish daily operational metrics and KPIs
The Expertise and Skills You Bring
- 2+ years of working in Payment Operations and/or Business Analysis
- Knowledge of electronic payments processing (ACH and/or Check Clearing)
- You deliver with strong written, verbal and interpersonal communication skills
- Highly flexible and adaptable to fast paced environment, willing to assist in other areas as needed
- Work independently and collaborate with associates
- Time management (multi-tasking)
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Treasury department provides cash management and banking product, operations and advisory services in support of the various lines of business within Fidelity Institutional (FI). FI provides products, solutions and services to banks, broker/dealers, registered investment advisors, family offices and other financial intermediaries to meet their brokerage, operations, risk, and technology needs.
Hours: 9:00 a.m. - 6:00 p.m.
The base salary range for this position is $48,000-91,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Most 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.
Certifications:
Category:
Brokerage OperationsJob Description:
Brokerage Operations Associate Analyst, Brokerage Treasury Operations
The Role
As a Brokerage Operations Associate Analyst, you will work in Treasury's Cash Management Services division to support timely and accurate Money Movement-related transaction processing while adhering to policy, procedures, and regulatory guidelines.
Responsibilities include:
- Conduct ACH, Bill Pay and Check Investigations
- Maintain operational accuracy while processing money movement transactions
- Perform daily reconciliations on general ledgers, bank accounts.
- Deliver extraordinary service to our clients by processing their requests in an accurate and timely manner
- Review and document procedures for policies to ensure consistency, compliance, and efficiency.
- Find opportunities to improve key efficiencies within money movement to improve quality and scale our workflows
- Publish daily operational metrics and KPIs
The Expertise and Skills You Bring
- 2+ years of working in Payment Operations and/or Business Analysis
- Knowledge of electronic payments processing (ACH and/or Check Clearing)
- You deliver with strong written, verbal and interpersonal communication skills
- Highly flexible and adaptable to fast paced environment, willing to assist in other areas as needed
- Work independently and collaborate with associates
- Time management (multi-tasking)
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Treasury department provides cash management and banking product, operations and advisory services in support of the various lines of business within Fidelity Institutional (FI). FI provides products, solutions and services to banks, broker/dealers, registered investment advisors, family offices and other financial intermediaries to meet their brokerage, operations, risk, and technology needs.
Hours: 9:00 a.m. - 6:00 p.m.
The base salary range for this position is $48,000-91,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Most 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.
Certifications:
Category:
Brokerage OperationsAbout 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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