Senior Analyst, Bond SMA Operations jobs in United States
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Fidelity Bank · 10 hours ago

Senior Analyst, Bond SMA Operations

positionMerrimack, NH
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

Fidelity Bank is seeking a dedicated individual to join their Fixed Income Investment Services team as a Senior Analyst in Bond SMA Operations. This role involves managing operational processes for bond Separately Managed Accounts, ensuring data accuracy, resolving workflow issues, and collaborating with various teams in a fast-paced environment.

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Responsibilities

Develop a comprehensive understanding of the bond SMA investment process and its organizational touchpoints
Perform time-sensitive data reconciliations, proactively identifying, researching, escalating, and resolving potential risk or data quality issues before the business start of day
Provide real-time support for investment process workflows, collaborating with technology and business partners to troubleshoot and resolve issues throughout the day
Communicate effectively with portfolio management and trading teams in a fast-paced environment
Coordinate and respond promptly to requests from distribution partners
Identify and implement operational process improvements with a strong focus on risk management

Qualification

SMA experienceSQL proficiencyFinancial services experienceAnalytical skillsCommunication skillsProblem-solving skillsAttention to detailTime management

Required

Bachelor's degree with 5+ years of experience in financial services; SMA experience preferred
Ability to thrive in a fast-paced environment and work confidently with investment professionals
Strong judgment, problem-solving skills, and exceptional attention to detail
Excellent communication skills and proven ability to manage time-sensitive workflows
Demonstrated success partnering with business and technology teams to deliver scalable, robust solutions
Advanced analytical skills, including proficiency with SQL and database tools for data analysis
Awareness of market events and ability to research and interpret their impact as needed

Company

Fidelity Bank

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Fidelity Bank is a commercial bank providing services financial sercvices.
dateFounded in 1974
location
Atlanta, Georgia, USA
people-size1001-5000 employees
web-link
http://www.LionBank.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase