The Role
The Senior Analyst, Corporate Actions provides critical production support within the Global Corporate Actions Team. In this role, you will manage daily operational responsibilities including client inquiry resolution, project and process improvement initiatives, risk management activities, and the intake and implementation of new products and services—such as fund launches and event oversight. You will also perform additional tasks that support the broader Production teams.
This position requires frequent engagement with partners across the Fidelity organization, representing the business effectively to internal stakeholders, external clients, and key business partners.
The Expertise and Skills You Bring
- 3+ years of financial services experience, ideally within an asset manager or custodian bank, with exposure to corporate actions and mutual fund operations
- 2+ years of experience directly related to Corporate Actions and/or Mutual Fund Accounting
- Bachelor’s degree required
- Proficiency across core functions of corporate actions research, solicitation, and processing
- Strong understanding of custody operations, mutual fund processes, and the financial services landscape, including securities processing, cash movements, industry standards, and regulatory requirements
- Experience with transaction processing, including escrow of holdings and foreign currency exchange
- Ability to resolve high‑priority issues raised by all lines of Asset Management (FMR, FIC, FMTC, SAI, FIAM, Geode) as well as External Managers
- Knowledge of downstream impacts, workflows, and system dependencies across internal and external partners
- Demonstrated ability to partner with management to identify and implement operational improvements
- Strong awareness of risk exposure within processes and an ability to propose effective mitigation strategies
- Excellent written and verbal communication skills for interacting with key business partners
- Leadership qualities with the capability to oversee daily workflow and support team success
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Global Corporate Actions team oversees all aspects of corporate action research and processing for assets across approximately $2 trillion in assets under management. This includes corporate actions that may impact securities valued at more than $1 billion at any given time.
As part of the Global Middle Office, the team serves as a centralized support hub for FMR Co.’s global trading desks—facilitating trade confirmation and settlement with brokers and custodians, delivering daily cash estimates to Trading, coordinating corporate action elections, ensuring timely income collection for the Funds, resolving complex position breaks, and supporting securities lending operations.
Certifications:Category:Investment OperationsPlease 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
- 5+ years in project management within financial services or operations
- Subject matter expert knowledge of securities and monetary transactions and related industry systems and regulations
- Working knowledge of downstream impacts, workflows and requirements of internal and external business partners and systems applications
- Sharp judgment and proven ability to identify, isolate, and resolve problems
- Ability to lead independently and in a team environment under critical deadlines
- Solid understanding of project and relationship management
- Ability to make decisions with limited/minimal oversight or guidance
- Bachelor's degree (encouraged, but not required)
- Exposure to corporate actions or securities operations
- Foundational knowledge in digital tools and processes (SQL and Power BI)
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.
