ASSOCIATE ANALYST, BROKERAGE OPERATIONS

ASSOCIATE ANALYST, BROKERAGE OPERATIONS

ASSOCIATE ANALYST, BROKERAGE OPERATIONS

Job Overview

Location
Westlake, Ohio
Job Type
Full Time Job
Job ID
82706
Date Posted
1 year ago
Recruiter
Dennis Ruth
Job Views
234

Job Description

Job Description:

The Role

The Associate Analyst, Brokerage Operations role is responsible for ensuring the accurate and timely settlement of foreign Equity, Fixed Income and foreign currency transactions across 53 foreign markets. 

The Team

The International Settlements team works with many groups across all of Fidelity’s operations, including our own team in Dublin, as well as various types of customers (Institutions and private clients) as well as other broker dealers and foreign banks around the world.  We work to reduce the risk associated with failed trades, to resolve out of balances with our custodian and complete transfer of asset transactions on behalf of our customers.

 The Expertise You Have

  • Experience in customer service a plus, financial service experience also a plus, but not required.
  • College degree recommended, but not required.

The Skills You Bring

  • Detail oriented with exceptional quality and productivity
  • Team player with capability to help maintain a positive work environment
  • Strong analytical and decision-making skills
  • Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes
  • Strong verbal and written interaction skills

The Value You Deliver

  • Effectively handling written and telephone inquiries from internal Fidelity business partners, Correspondent firms and other Financial Services.
  • Ensuring the timely and accurate settlement of trade and transfer obligations in a fast paced, deadline driven environment.
  • Seeking out opportunities to improve processes making the delivery of client service more efficient and effective.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Job ID: 82706

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