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职位Fidelity

Senior Representative/Associate Analyst, Brokerage Operations

Fidelity

Senior Representative/Associate Analyst, Brokerage Operations

Fidelity

Jersey City, New Jersey, USA

·

On-site

·

Full-time

·

2d ago

Job Description:

The Role

As part of the 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.

This position can be filled at a grade level 2 (Senior Representative) or grade level 3 (Associate Analyst) depending on skills and experience.

The Skills and Expertise You Bring:

  • Assist in systems testing as it related to initiatives, enhancements, and new business functionality

  • Microsoft Excel Efficiency

  • 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

  • College degree required

**Note: Fidelity will not provide immigration sponsorship for this position.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).

The base salary range for this position is $48,000-91,000 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. Please consult with your recruiter for the specific expectations for this position.

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

评价

3.9

10条评价

工作生活平衡

3.7

薪酬

4.2

企业文化

4.1

职业发展

2.8

管理层

3.4

72%

推荐给朋友

优点

Supportive management and colleagues

Excellent benefits and compensation

Good work-life balance and flexibility

缺点

Limited career advancement opportunities

High pressure and demanding workload

Management responsiveness issues

薪资范围

43个数据点

Mid/L4

Mid/L4 · Business Analyst

1份报告

$106,987

年薪总额

基本工资

$93,032

股票

-

奖金

-

$106,987

$106,987

面试经验

6次面试

难度

3.2

/ 5

时长

14-28周

体验

正面 0%

中性 67%

负面 33%

面试流程

1

Phone Interview

2

Video Interview

3

Offer

4

Background Check

5

Fingerprinting

6

Drug Test

常见问题

Customer service scenarios

Financial services knowledge

Behavioral questions

Technical cybersecurity concepts