Associate Analyst, Brokerage Treasury Operations

Fidelity Investments • Jersey City, NJ

6d

About The Position

As an experienced Brokerage Operations Associate Representative within Treasury’s Cash Management Services – Funds Transfer Services team, you will play a key role in ensuring the accurate, timely, and compliant execution of complex foreign currency and electronic payment transactions. This role is suited for professionals with a strong background in payments and reconciliation who can independently manage exceptions, mitigate risk, and contribute to process improvement initiatives. You will act as a trusted operational partner, applying sound judgment while adhering to regulatory standards, internal controls, and Fidelity policies, all while delivering a consistently high level of service to clients and internal stakeholders.

Requirements

• 3+ years of experience in Payment Operations, Treasury Operations, or a related financial services function
• Demonstrated expertise in suspense account reconciliation and exception management
• Strong knowledge of electronic payments processing, including SWIFT and wire payment workflows
• Proven ability to interpret policies, assess risk, and apply sound operational judgment
• Excellent written, verbal, and interpersonal communication skills, including the ability to communicate effectively with stakeholders
• Ability to work independently with minimal supervision while contributing as a collaborative team member
• Strong organizational, analytical, and time management skills with the ability to manage competing priorities
• Highly adaptable and comfortable operating in a fast-paced, deadline-driven environment
• Willingness to support overtime or extended hours as business needs require

Responsibilities

• Independently process and oversee client payment requests, ensuring accuracy, timeliness, and adherence to service-level expectations
• Review, analyze, and resolve complex wire payment exceptions, exercising judgment to determine appropriate posting or return actions
• Perform detailed reconciliation of departmental suspense accounts, identifying root causes and driving resolution of breaks
• Identify trends, risks, and control gaps within payment flows and escalate issues as appropriate
• Own and maintain operational policies and procedures, ensuring documentation remains current and effective
• Prepare, analyze, and publish operational payment metrics and insights for senior management
• Partner with Treasury colleagues, Operations teams, and business stakeholders to support operational efficiency, risk mitigation, and process improvements
• Provide subject matter support and guidance to peers as needed
• Support business-driven initiatives, special projects, and coverage needs during peak periods

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed