Analyst, Prime Services Middle Office

Fidelity Investments•New York, NY

19h•$60,000 - $115,000•Onsite

About The Position

Are you looking for an outstanding opportunity for education and exposure to Prime Brokerage, hedge fund client support, stock loan, and custody services? In this role, you will own aspects of trade flow support, client asset movements, and reporting! You will work alongside Prime Services account managers, Institutional Trading, and Sales in the support of the client base. Additionally, we maintain professional working relationships with various business organizations within Fidelity and are exposed to risk and technology projects/reviews. While working in a custody environment, you will develop an understanding of trading/reporting systems, regulatory requirements, risk awareness, compliance rules, internal and external institutional entities, and financial markets.

Requirements

Bachelor's Degree, plus 1-2 years of brokerage or portfolio accounting experience.
FINRA Brokerage licenses 7, 63 required
Brokerage industry experience, preferably in trading or middle/back-office operations
Solid understanding of domestic and international equity, fixed income, and derivative products
Basic understanding of accounting principles, brokerage accounting, securities settlement, and custody preferred
Self-motivated and can operate as part of a team
Excellent digital literacy and are Microsoft Office proficient with excel macro aptitude a plus.
Interpersonal skills and the ability to process work accurately with attention to detail
Ability to work in a fast-paced environment with frequent interruptions and the aptitude to multi-task with many different systems
Strong leadership skills

Responsibilities

Ownership of day-to-day support for prime brokerage relationship management team, resolving all client inquiries in a timely manner
Becoming a specialist of processing and review of daily security and cash movements, corporate actions, stock certificate/ deposits, and restricted stock cleanup.
Providing assistance in the development of new procedures, products, and technologies sought at improving service to clients. Involvement in the testing and implementation of such products.
Responsible for daily portfolio accounting data to ensure accurate client reporting
Working with client implementation team to onboard new business to Fidelity Prime Services
Oversight of asset servicing transactions
Responsible for daily delegation of tasks
Providing assistance in the review of management daily supervision