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Senior Analyst, Fund of Funds Trading and Support jobs in United States
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Fidelity Investments · 4 days ago

Senior Analyst, Fund of Funds Trading and Support

Fidelity Investments is a leading financial services company, and they are seeking a Senior Analyst to support their Fund of Funds team. The role involves processing fund of funds trade instructions, collaborating with various business units, and ensuring accurate trade settlement and cash movement.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Process fund of funds trade instructions
Collaborates with other FFIO business units, custodian banks and other Fidelity business partners to ensure fund of funds trades are processed accurately on all systems
Trades are settled and cash is moved
Maintain investment attributes on behalf of the front office
Lead complex fund events
Identify operational improvement opportunities

Qualification

Financial services experienceMicrosoft ExcelMicrosoft AccessCommunication skillsTime managementIndependenceDeadline managementTeamwork

Required

B.S./B.A. finance/accounting/business administration
3-5 years of financial services industry experience
Outstanding communication skills, both written and verbal, including presentations
Ability to work independently and in a team environment
Strong Time management Skills
Ability to interact with business partners to gain an understanding of upcoming processing
Ability to Meet strict deadlines
Proficient with Microsoft excel and access

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.

H1B Sponsorship

Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Company data provided by crunchbase