Fidelity Investments · 9 hours ago
Brokerage Settlement Support Representative III/Associate Analyst
Roanoke, TX
Full-time
Hybrid
Mid LevelFidelity Investments is focused on making financial expertise broadly accessible and effective. The Associate Analyst, Settlement Support is responsible for ensuring the accurate and timely settlement of foreign Equity, Fixed Income and foreign currency transactions across 53 foreign markets.
FinanceWellnessAsset ManagementFinancial ServicesRetirementWealth Management
Responsibilities
Effectively handling written and telephone inquiries from internal Fidelity business partners, Correspondent firms and other Financial Services
Ensuring the timely and accurate settlement of trade and transfer obligations in a fast paced, deadline driven environment
Seeking out opportunities to improve processes making the delivery of client service more efficient and effective
Qualification
Required
Experience in customer service a plus, financial service experience also a plus, but not required
Detail oriented with exceptional quality and productivity
Team player with capability to help maintain a positive work environment
Strong analytical and decision-making skills
Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes
Strong verbal and written interaction skills
Preferred
College degree recommended, but not required
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.
Founded in 1946
10001+ employees
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 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
Recent News
Responsible Investor
2026-02-11
Company data provided by crunchbase