What are the responsibilities and job description for the Brokerage Analyst – Settlement Support position at Fidelity Investments?
Job Description:
Brokerage Analyst – Settlement Support
Job Description:
The Role
The Clearing and Settlements Support Analyst provides a very broad range of support functions to correspondents and registered investment advisor clients of Green Pier Fintech LLC. We need you to efficiently apply your knowledge and experience to the problem or task at hand, while having an appreciation of the impact your decisions may have on other partners (i.e., customers, downstream systems, external parties, etc.).. In support of the various clients, we expect you to work closely with other operational departments and technology personnel to achieve straight through processing while minimizing risk, exposure, and errors.
The Expertise And Skills You Bring
Green Pier Fintech LLC is a division of the Fidelity Center for Applied Technology (FCAT). The Green Pier and Green Meadows team is bringing new technology and processes to life that will enable Fidelity to target new markets and customer segments; a business squarely executing on not one or two but four Fidelity operating principles - next generation platforms, efficiency and reduction of unit costs, new sources of revenue, and high quality customer experiences - and which embodies the Fidelity leadership principle of taking risks and valuing pace over perfection.
The base salary range for this position is $66,000-125,000 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:
Series 07 - FINRA, Series 99 - FINRA
Category:
Operations
Brokerage Analyst – Settlement Support
Job Description:
The Role
The Clearing and Settlements Support Analyst provides a very broad range of support functions to correspondents and registered investment advisor clients of Green Pier Fintech LLC. We need you to efficiently apply your knowledge and experience to the problem or task at hand, while having an appreciation of the impact your decisions may have on other partners (i.e., customers, downstream systems, external parties, etc.).. In support of the various clients, we expect you to work closely with other operational departments and technology personnel to achieve straight through processing while minimizing risk, exposure, and errors.
The Expertise And Skills You Bring
- 2-4 years brokerage trading, operations, and/or service experience
- Series 7 or 99 (or the ability to obtain within 180 days)
- Advanced Microsoft Excel skills required: ability to independently create VLOOKUPS, pivot tables, formulas, and macros; VBA experience is a plus
- Attention to detail and high level of precision when executing procedures
- Effective verbal and written communication skills
- Ability to operate with autonomy and manage work independently
- Capable of quickly learning operating systems and processes
Green Pier Fintech LLC is a division of the Fidelity Center for Applied Technology (FCAT). The Green Pier and Green Meadows team is bringing new technology and processes to life that will enable Fidelity to target new markets and customer segments; a business squarely executing on not one or two but four Fidelity operating principles - next generation platforms, efficiency and reduction of unit costs, new sources of revenue, and high quality customer experiences - and which embodies the Fidelity leadership principle of taking risks and valuing pace over perfection.
The base salary range for this position is $66,000-125,000 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:
Series 07 - FINRA, Series 99 - FINRA
Category:
Operations
Salary : $66,000 - $125,000