Fidelity Investments · 1 week ago
Derivatives Analyst
Fidelity Investments is a leading financial services company, and they are seeking a Derivatives Analyst to support operational activities for various derivatives products. The role involves trade confirmation, lifecycle events, margin calls, collateral management, and collaborating with business partners to enhance operational efficiency.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Complete trade confirmation and execute on lifecycle events associated with derivatives trading
Execute daily margin calls, instruct, and confirm settlement of collateral, analyze, research, and resolve margin call and collateral variances with broker-dealers and custodian banks
Provide reporting to key internal and external business partners
Advance problems which could have a potential impact on daily operations
Assist in the development and review for new and/or changes to departmental policies and procedures
Test and automate processes and workflows in a constantly evolving environment
Qualification
Required
Four-year college degree in business or finance
1-3 years of financial services work experience preferred
Your collateral management and/or middle office experience
A multi-tasker with effective interpersonal skills
Attention to detail in following procedures & controls to ensure accurate and timely work
The ability to work in a small, tight-knit team daily to share responsibilities
Ability to recognize and escalate high-risk items to minimize loss to either the shareholder and/or Fidelity
Innovation to come up with operational improvements
Knowledge of Microsoft Office Products (such as Word or Excel), and the ability to train on and work with different operating systems
Completing trade confirmations and executing on lifecycle events associated with derivatives trading
Executing daily margin calls, instructing, and confirming settlement of collateral, analyzing, researching, and resolving margin call and collateral variances with broker-dealers and custodian banks
Providing reporting to key internal and external business partners
Advancing problems which could have a potential impact on daily operations
Assisting in the development and review for new and/or changes to departmental policies and procedures
Testing and automating processes and workflows in a constantly evolving environment
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
2026-01-20
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2026-01-20
2026-01-16
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