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Associate Analyst, Brokerage Operations

Monitor and analyze mutual fund corporate actions to improve operational processes
New York
Junior
$48,000 – 76,000 USD / year
14 hours agoBe an early applicant
Fidelity

Fidelity

A leading financial services corporation offering investment management, retirement planning, brokerage, and a variety of other financial products and services.

Associate Analyst Representative, Settlement Support

As an Associate Analyst Representative, Settlement Support on the Mutual Fund Dividends team, you will use your skills to monitor Mutual Fund Corporate Actions and Distribution events. In the role you will need to conduct analysis to help understand trends, create solutions, and improve processes. There will be opportunities to work across Fidelity and contribute to system development.

The Skills and Expertise You Bring:

  • Mutual Fund experience is a plus
  • Assist in systems testing as it related to initiatives, enhancements, and new business functionality
  • Processing of daily functions
  • Work toward becoming functional SME for all Non-Fidelity Fund processing
  • Problem resolution responsibilities
  • Research for complicated issues on corporate actions and dividends
  • Solid decision-making responsibilities
  • Microsoft Excel Efficiency
  • College degree

The Team:

Operations and Services Group (OSG) provides superior customer service support to Fidelity's brokerage businesses through innovation, dedication and commitment to excellence. The OSG Mutual Funds division is part of Client and Fund Services and provides operational excellence across our Mutual Fund offering (Mutual Fund Product Database, Order Room, Corrections, Transfer of Assets, Dividends and Reconciliation).

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Associate Analyst, Brokerage Operations
New York
$48,000 – 76,000 USD / year
Operations
About Fidelity
A leading financial services corporation offering investment management, retirement planning, brokerage, and a variety of other financial products and services.