Westlake, TX, US
12 days ago
Associate Analyst, Brokerage Operations
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

Experience in customer service a plus, financial service experience also a plus, but not required.

Brokerage operations or settlements experience desired

College degree recommended, but not required.

Detail oriented with exceptional quality and productivity

Team player with capability to help maintain a positive work environment

Strong analytical and decision-making skills

Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes

Strong verbal and written interaction skills

The Value You Deliver

Effectively handling written and telephone inquiries from internal Fidelity business partners, Correspondent firms and other Financial Services.

Ensuring the timely and accurate settlement of trade and transfer obligations in a fast paced, deadline driven environment.

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:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

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