Fidelity Investments · 4 days ago
Analyst, ETF Trade Operations
Fidelity Investments is a leading financial services company, and they are seeking an ETF & Alternative Asset Analyst Team Lead to join their ETF Operations team. The role involves managing trade operations, building AP relationships, and providing expertise in ETF product development and implementation.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Handle AP inquiries related to creation/redemption activity
Provide expertise in ETF product development and implementation
Provide training as subject matter expert (SME)
Provide ETF subject matter expertise and knowledge to support development of Fidelity’s ETF capabilities
Create / update operational processes and procedures for new products
Works to recommend changes to systems, processes, responsibilities, etc
Participate in testing of new technology prior to roll out into production and reports results to peers and managers
Escalates operational incidents to senior management
Maintains relationships with business partners and expectations of service levels
Qualification
Required
Bachelor's degree or equivalent with 3-5 years of experience in an ETF operations environment
ETF servicing experience including basket processing, collateral management, settlements, fails resolution, and AP/order management
Strong understanding of the ETF industry with an ability to adapt to and support regulatory changes
Outstanding analytical, communication, conceptual thinking, and problem-solving capabilities
Flexibility and the ability to both take the lead and contribute to daily deliverables for the team are required
Strong communication skills with the ability to deliver cogent, insightful updates to all levels of operations leadership
Familiarity with digital assets and digital asset servicing
Demonstrated experience in workflow, process, and procedure development
Understanding of ETF middle office functions including: trade enrichment, trade instructions, settlements, fails resolution, and ability to articulate and escalate issues in a proactive and actionable fashion
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
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