Associate Analyst, Brokerage Treasury Operations

Fidelity•Jersey City, NJ

About The Position

As a Brokerage Operations Associate Analyst within Treasury’s Cash Management Services – Banking Services team, you will play a critical role in supporting the accurate and timely execution of money movement transactions. This role is ideal for individuals looking to deepen their expertise in payments, reconciliation, and risk management while gaining exposure to complex treasury operations. You will have the opportunity to contribute to key processes, partner with cross-functional teams, and support initiatives that enhance operational efficiency, controls, and client experience—while developing the skills needed for long-term growth within Treasury operations.

Requirements

2 years of experience in Payment Operations, Treasury Operations, or a related financial services role
Experience with reconciliation, exception management, or cash operations, with a strong attention to detail
Working knowledge of electronic payments (e.g., wires, ACH) is a plus
Strong analytical and problem-solving skills, with the ability to assess risk and apply sound judgment
Effective communication and collaboration skills, with the ability to work independently and manage priorities
Proactive mindset with an interest in process improvement and operational excellence, and flexibility to support business needs

Responsibilities

Independently resolve client payment inquiries and requests; process money movement exceptions while ensuring accuracy, timeliness, and adherence to service-level expectations
Perform detailed reconciliation of suspense accounts, identify root causes of discrepancies, and drive timely resolution
Identify trends, risks, and control gaps within payment workflows, and escalate issues as appropriate
Maintain and enhance operational procedures, ensuring documentation remains accurate and up to date
Prepare and analyze payment metrics and operational insights to support leadership decision-making
Contribute to business initiatives, projects, and team coverage during high-volume periods