Fidelity Investments · 8 hours ago
Associate Analyst, Brokerage Treasury Operations
Fidelity Investments is a financial services company that provides investment management, retirement planning, and brokerage services. The Brokerage Operations Associate Analyst will support timely and accurate transaction processing in Treasury's Cash Management Services division, ensuring compliance with policies and regulations.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
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
Qualification
Required
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)
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
2025-12-30
2025-12-30
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