What are the responsibilities and job description for the Associate Analyst, Corporate Actions position at Fidelity Investments?
Fidelity will not provide immigration sponsorship for this position.
Job Description
The Role
As a critical member of the Operations and Service Group (OSG), the Associate Analyst, Corporate Actions, will provide a world-class customer experience as part of the Corporate Actions International Dividends Reconciliation team. The Associate Analyst will be responsible for operational oversight of international dividends reconciliation, 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 Associate 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
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.
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.
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.
Certifications
Category:
Brokerage Operations
Job Description
The Role
As a critical member of the Operations and Service Group (OSG), the Associate Analyst, Corporate Actions, will provide a world-class customer experience as part of the Corporate Actions International Dividends Reconciliation team. The Associate Analyst will be responsible for operational oversight of international dividends reconciliation, 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 Associate 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
- 3 plus 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 College degree preferred or equivalent experience
- 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
- Proficient in Excel
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.
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.
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.
Certifications
Category:
Brokerage Operations
Salary : $48,000 - $91,000