The Role
Are you ready to take the next leap in your career? Have you been waiting for the chance to gain experience on strategic projects? Are you ready to grow your knowledge in advanced financial topics such as Order Entry, Settlements and Allocations? If you answered YES then you are the perfect candidate for Fidelity’s most exciting and dynamic roles as a Associate Analyst!
Our goal is to hire YOU, the curious and growth-minded individual, who is ready to immerse yourself in the complex world of Trading Services. Your mission: To learn, analyze problems and connect dots for business partners, customers, and your team. Your reward: To excel at providing award-winning service and problem solving every day for our customers. The environment will be customer focused, ambitious, and heavily team oriented. In addition to curiosity and growth, you have a desire to be innovative and strategic – these are must haves!
Note: Fidelity will not provide immigration sponsorship for this position.
The Experience And Skills You Bring
- You will Analyze complex business needs that will involve a large scope of products, services, trends, data and advanced financial applications
- You will Apply your advanced skills daily and work closely with leadership and colleagues to identify the most significant areas of opportunity for the business
- You will Engage with business partners across the broader Fidelity enterprise as wells as external market makers and work to resolve the most complex issues facing our top customers
- You will Envision and execute bold new strategies to improve the business through various initiatives and projects
- You will Develop every day to prepare the business for the future, advancing your career through variety of stretch assignments and work
- At least 3 years of financial industry or trade support experience required
- A 2 plus year commitment to become a subject matter expert is strongly preferred
- College degree or equivalent work experience preferred
- Ability to provide white glove service for our award-winning service organization and lean into complex situations for our top clients
- Strong willingness to assists team members and develop a wide network across Fidelity’s adjacent business units, including – Clearing, Custody, Client Management, OSG and PI
- Ability to coordinate projects and execute strategic work. Our core business goals are focused heavily on reducing inbound service volume, innovations to our digital training platform and growing our new Hybrid Work model
- Experience using financial industry tools such as DTCC, Citi, Broadridge, FII, ICE, Thomson Reuters, Bloomberg, Wealthscape and FBSI are a plus
- FINRA Licenses – Series 7, 9, 10, 24 and 99 are NOT required for the role, but can be held and supported by the business
The Team
As a member of the Client Experience Team, you will take on the role of a Brokerage Operations Rep. You will be given an overview course of the industry, and niche training to help you master brokerage operations. You will also get an exclusive peek behind the scenes of one of the most successful privately-owned companies in the world.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Skills Required
- At least 3 years of financial industry or trade support experience
- Ability to analyze complex business needs involving products, services, trends, data, and financial applications
- Ability to provide white-glove service and handle complex client situations
- Strong willingness to assist team members and build cross-functional business relationships
- Ability to coordinate projects and execute strategic work
- College degree or equivalent work experience
- Commitment of at least two years to become a subject matter expert
- Experience with DTCC, Citi, Broadridge, FII, ICE, Thomson Reuters, Bloomberg, Wealthscape, or FBSI
- FINRA Series 7, 9, 10, 24, and 99 licenses
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
