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Fidelity
Fidelity

Financial services company

Analyst, Corporate Actions

职能财务/会计
级别中级
地点Jersey City, New Jersey, United States
方式现场办公
类型全职
发布2个月前
立即申请

必备技能

Customer Service

Job Description:

The Role

As a critical member of the Operations and Service Group (OSG), the Analyst, Corporate Actions, will provide a world-class customer experience as part of the Corporate Actions International Dividends Announcements team. The Analyst will be responsible for operational oversight of international dividends announcements, including cash dividends, return of capital, and bond interest payments for foreign securities. Additional duties include assisting with other corporate action functions/adjustments and interacting with the Client Service and Support organizations as well as our global custodian, Citibank. The Analyst will be a key contributor to a positive and inclusive team environment and have a strong dedication to team success.

The Expertise and Skills You Bring

  • College degree preferred or equivalent experience
  • 7+ years of brokerage operations experience required
  • Operational experience supporting domestic and/or international corporate actions/dividends reconciliation and research
  • Working knowledge of dividend rules and regulations
  • Positive relationship-building skills with a focus on our clients and internal business partners
  • Initiative to seek out problems, improve processes, and learn new functions
  • Flexibility, adaptability, and a desire to work in a strong team-based environment
  • Excellent interpersonal skills with the ability to collaborate, communicate effectively, and assertively with internal and external stakeholders
  • Ability to work both independently and within a dynamic team
  • Track record of end-to-end process improvement delivering tangible business results

Note: Fidelity will not provide immigration sponsorship for this position

The Team

OSG provides superior customer service support to Fidelity's brokerage businesses through innovation, dedication, and commitment to excellence. The OSG Corporate Action Dividend Team provides operational excellence across the firm to various lines of business within the company. Our greatest asset is our people.

The base salary range for this position is $55,000-105,000 USD per year.
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.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Certifications:

Category:

Brokerage Operations

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关于Fidelity

Fidelity

Fidelity

Bootstrapped

Fidelity Investments, formerly known as Fidelity Management & Research (FMR), owned by FMR LLC and headquartered in Boston, Massachusetts, United States, provides financial services.

1-50

员工数

Chatham

总部位置

$150B

企业估值

评价

10条评价

3.6

10条评价

工作生活平衡

3.8

薪酬

2.5

企业文化

3.7

职业发展

2.8

管理层

3.2

65%

推荐率

优点

Supportive management and employee well-being focus

Good work-life balance and flexible hours

Excellent benefits and retirement plans

缺点

Low compensation and starting salary

Limited growth opportunities

High workload and stressful during peak times

薪资范围

47个数据点

Junior/L3

Mid/L4

Junior/L3 · Actuarial Associate

2份报告

$134,392

年薪总额

基本工资

$103,378

股票

-

奖金

-

$121,290

$134,290

面试评价

4条评价

难度

3.0

/ 5

时长

14-28周

体验

正面 0%

中性 75%

负面 25%

面试流程

1

Application Review

2

HR Screen

3

Phone Interview

4

Background Check

5

Offer Decision

常见问题

Behavioral/STAR

Customer Service Scenarios

Financial Services Knowledge

Past Experience

Culture Fit