Fidelity Investments · 15 hours ago
Associate Analyst, Brokerage Operations
Roanoke, TX
Full-time
Hybrid
Entry Level
1+ years expFidelity Investments is seeking an Associate Analyst for their Brokerage Operations team. In this role, you will be responsible for resolving ACAT fails and coordinating the transfer of assets while contributing to process improvements and systems development.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Resolve ACAT fails timely through contact with contra firms
Coordinate the accurate transfer of assets
Identify patterns and problems in the work
Search for solutions to issues
Contribute to systems development
Contribute to process improvements
Work across Fidelity
Qualification
Required
One or more years of industry related experience in either a brokerage firm, clearing firm or mutual fund company
Excellent interpersonal and communication skills (written and oral) to engage with contra firms, mutual fund families and internal business partners
Strong organizational and time-management skills
Analytical skills and the initiative to tackle complex problems
Ability to work both independently and within a dynamic team
Preferred
College degree preferred
Relevant experience in back-office operations of mutual funds preferred
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.
10001+ employees
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
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
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