Analyst, Brokerage Operations

Fidelity Investments • Westlake, TX

4d • Onsite

About The Position

This function specifically focuses on analyzing and processing transfer of assets delivery requests of mutual fund and brokerage accounts for several lines of business including Retail, Correspondent and Advisor customers. Within this role you will interact with many different groups in Fidelity and throughout the Financial Services industry.

Requirements

• Financial Services Operations experience
• Series 7 License required
• 5+ years of brokerage operations experience required
• Strong analytical skills and are detail oriented
• Ability to manage time effectively and independently within a dynamic team while meeting high performance standards
• Excellent interpersonal skills with the ability to collaborate and communicate verbally and in writing with internal and external business partners
• Ability to take initiative and identify process improvement opportunities to create efficiencies within the department
• Ability to contribute and excel in a fast‑paced, highly engaged, team‑oriented environment, while maintaining a positive, open‑minded attitude
• Exceptional problem resolution skills with the ability to assess risk and interpret business requirements to deliver well-informed, effective solutions
• Proven experience in delivering constructive, actionable feedback that supports team development and fosters continuous improvement

Nice To Haves

• Bachelor’s Degree preferred or equivalent experience

Responsibilities

• Meeting and maintaining minimum productivity level requirements
• Performing analysis on transactions to ensure all business requirements have been met
• Delivering quality work in every interaction through timely and accurate processing
• Handling written inquiries from internal business partners, correspondent firms and other financial services companies
• Prioritizing work effectively in a fast-paced environment to ensure multiple deadlines are met every day
• Fostering team collaboration and coaching teammates through constructive feedback

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree