Note: Fidelity will not provide immigration sponsorship for this position.
The Team
Join our Margin team within Fidelity Brokerage Recordkeeping Technology group, where we build, enhance and support some of the most critical applications within the brokerage systems. Our team works closely with our product partners, business teams, and other technology stakeholders to deliver reliable and scalable solutions that support millions of client transactions.
As part of a collaborative environment, you will have the opportunity to learn from experienced professionals, while contributing to initiatives that improve firm’s margin platform and operational efficiency.
The Expertise We’re Looking For
Bachelor’s degree in computer science, information systems or a related field.
3 plus years of experience as a systems analyst, business systems analyst or in a similar technology role.
Foundational understanding of brokerage and financial services
The skills you bring
Strong understanding of margin systems and margin business processes
Solid SQL skills with the ability to analyze data, troubleshoot issues, and validate business scenarios
Strong analytical and problem solving abilities with attention to detail
Excellent verbal and written communication skills
Ability to gather, analyze and document business and systems requirements
Experience in creating functional documentation, process flows and test scenarios
Willingness to learn new technologies, products and business domains
Working knowledge of margin concepts, including client margin requirements, account balances, buying power and margin calculations
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications:Category:Information TechnologySkills Required
- Bachelor’s degree in computer science, information systems, or a related field
- 3 or more years of experience as a systems analyst, business systems analyst, or in a similar technology role
- Foundational understanding of brokerage and financial services
- Strong understanding of margin systems and margin business processes
- Solid SQL skills for data analysis, troubleshooting, and business scenario validation
- Strong analytical and problem-solving abilities with attention to detail
- Excellent verbal and written communication skills
- Ability to gather, analyze, and document business and systems requirements
- Experience creating functional documentation, process flows, and test scenarios
- Working knowledge of margin concepts, including client margin requirements, account balances, buying power, and margin calculations
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.
