The Role
The Corporate Actions Analyst is responsible for researching and validating corporate action data in efforts to provide timely, accurate and comprehensive securities processing information. This individual will review daily work, confirm all details are valid and meet downstream business partner needs. The analyst will ensure that all daily deliverables are met, analyze volume trends, work collaboratively with team members to identify process improvements, and reduce risk. They will provide support to our business partners to resolve data or system issues. Additionally, the analyst will be responsible for assisting with reallocation of work/initiatives, being a leader on the team and a driver of change.
Expertise and Skills
College degree in business or finance
3-5 years of financial services work experience preferred
Proficient with Microsoft Office suite
Ability to learn quickly and apply knowledge in a fast-paced and deadline-driven environment
Self-starter and comfortable working independently when needed
Ability to multi-task and respond quickly
Strong analytical skills, can identify process improvements and opportunities to enhance customer experience
Excellent written and verbal communications skills
Possess a strong attention to detail, following procedures & controls to ensure accurate and timely work
Able to identify risk and escalate accordingly
Experience with leading and mentoring a team
Experience working alongside senior level managers and business partners
Experience in leading/training team members on day to day responsibilities
Proficient with Microsoft Office suite
Work schedule for this role is Monday-Friday, 3:30pm -11:30pm EST
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
Fidelity Corporate Actions Solutions (FCAS) is a business unit within Fidelity Funds and Investment Operations. Our group offers securities processing software, outsourcing solutions, end to end workflow notification and response to various business partners. We receive market data from multiple suppliers which is processed through our patented software to ensure that the highest quality information is released to customers. As part of the Operations team your efforts directly impact front office trading and back office posting to accounts.
Certifications:Category:Investment OperationsFidelity’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.
Similar Jobs
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.
