Job Description:
The Role
The Associate Analyst is part of the International Settlements team which is responsible for ensuring the accurate and timely settlement of foreign Equity, Fixed Income and foreign currency transactions across 53 foreign markets.
The Expertise and Skills You Bring
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Experience in customer service a plus, financial service experience also a plus, but not required.
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Brokerage operations or settlements experience desired
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Transfer of Assets (TOA) experience desired
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College degree recommended, but not required.
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Detail oriented with exceptional quality and productivity
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Team player with capability to help maintain a positive work environment
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Strong analytical and decision-making skills
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Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes
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Strong verbal and written interaction skills
The Value You Deliver
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Effectively handling written and telephone inquiries from internal Fidelity business partners, Correspondent firms and other Financial Services.
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Ensuring the timely and accurate settlement of trade and transfer obligations in a fast paced, deadline driven environment.
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Seeking out opportunities to improve processes making the delivery of client service more efficient and effective.
The Team
The International Settlements team works with many groups across all of Fidelity’s operations, including our own team in Dublin, as well as various types of customers (Institutions and private clients) as well as other broker dealers and foreign banks around the world. We work to reduce the risk associated with failed trades, to resolve out of balances with our custodian and complete transfer of asset transactions on behalf of our customers.
Certifications:
Category:Brokerage Operations
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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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.
