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Company

Original Job Post

Fidelity Investments · 2 days ago

Senior Analyst, Prime Services Middle Office

New York, NY

Full-time

Hybrid

Entry Level

$52K/yr - $83K/yr

1+ years exp

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Asset ManagementFinance

H1B Sponsorship

Actively Hiring

Growth Opportunities

Insider Connection @Fidelity Investments

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Responsibilities

Ownership of day-to-day support for prime brokerage relationship management team, resolving all client inquiries in a timely manner

Becoming a specialist of processing and review of daily security and cash movements, corporate actions, stock certificate/ deposits, and restricted stock cleanup.

Providing assistance in the development of new procedures, products, and technologies sought at improving service to clients. Involvement in the testing and implementation of such products.

Responsible for daily portfolio accounting data to ensure accurate client reporting

Working with client implementation team to onboard new business to Fidelity Prime Services

Oversight of asset servicing transactions

Responsible for daily delegation of tasks

Providing assistance in the review of management daily supervision

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

FINRA Brokerage licenses 7Brokerage industry experienceTrading operationsMiddle/back-office operationsDomestic equityInternational equityFixed incomeDerivative productsAccounting principlesBrokerage accountingSecurities settlementCustodyDigital literacyMicrosoft Office proficientExcel macroSystems proficiencySelf-motivatedTeam playerInterpersonal skillsAttention to detailLeadership skillsFINRA Brokerage License 24

Required

Bachelor's Degree, plus 1-2 years of brokerage or portfolio accounting experience

FINRA Brokerage licenses 7, 63 required

Brokerage industry experience, preferably in trading or middle/back-office operations

Solid understanding of domestic and international equity, fixed income, and derivative products

You are self-motivated and can operate as part of a team

Basic understanding of accounting principles, brokerage accounting, securities settlement, and custody preferred

You bring excellent digital literacy and are Microsoft Office proficient with excel macro aptitude a plus

You possess interpersonal skills and the ability to process work accurately with attention to detail

Ability to work in a fast-paced environment with frequent interruptions and the aptitude to multi-task with many different systems

You bring strong leadership skills

Preferred

FINRA Brokerage license 24 preferred

Benefits

Comprehensive health care coverage

Emotional well-being support

Market-leading retirement

Generous paid time off and parental leave

Charitable giving employee match program

Educational assistance including student loan repayment, tuition reimbursement, and learning resources

Company

Fidelity Investments

Glassdoor

4.3

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want.

Founded in 1946

Boston, Massachusetts, USA

10,001+ employees

https://www.fidelity.com

H1B Sponsorship

Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Trends of Total Sponsorships

2023 (1092)

2022 (1482)

2021 (1535)

2020 (371)