Fidelity Investments · 3 days ago
Corporate Actions - Agency Lending, Mid Level Management
Fidelity Investments is committed to improving the value of their services within the Brokerage Operations & Technology sector. The role involves operational oversight of corporate actions and income payments for the Agency Lending business, requiring strategic thinking and leadership skills to manage a team and ensure accurate processing of corporate actions.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Perform daily reconciliation of corporate action events with custodians and brokers, ensuring all data is correctly captured and discrepancies are resolved
Act as an intermediary between banks and borrowers focusing on the importance of timely and accurate communication
Manage expiration date events (and relevant liabilities) along with reconciliation of new entitlements for a variety of regionally specific corporate actions
Event and instruction management in proprietary Fidelity applications
Accountable for key talent management processes including hiring, on boarding, goal setting, performance evaluations and other career development activities for a team
Excellent interpersonal skills with the ability to collaborate, empower and communicate effectively and assertively with internal and external stakeholders
Ability to adjust team/departmental priorities to support changing needs
Participation as a key stakeholder in prioritization of enhancements and new releases of core functional systems
Track record of end-to-end process improvement delivering tangible business results
Qualification
Required
5+ years of Brokerage Operations experience required
Demonstrated ability to lead, coach and mentor a team of associates to their full potential
Operational experience supporting international processing required
Perform daily reconciliation of corporate action events with custodians and brokers, ensuring all data is correctly captured and discrepancies are resolved
Experience supporting international stock lending
Act as an intermediary between banks and borrowers focusing on the importance of timely and accurate communication
Manage expiration date events (and relevant liabilities) along with reconciliation of new entitlements for a variety of regionally specific corporate actions
Event and instruction management in proprietary Fidelity applications
Accountable for key talent management processes including hiring, on boarding, goal setting, performance evaluations and other career development activities for a team
Excellent interpersonal skills with the ability to collaborate, empower and communicate effectively and assertively with internal and external stakeholders
Ability to adjust team/departmental priorities to support changing needs
Participation as a key stakeholder in prioritization of enhancements and new releases of core functional systems
Track record of end-to-end process improvement delivering tangible business results
Series 99 or 7 required or obtained within 90 days
Benefits
Comprehensive health care coverage and 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 to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Recent News
2026-01-07
Company data provided by crunchbase