Associate Analyst, Brokerage Treasury Operations

Fidelity Investments • Westlake, TX

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About The Position

As a Brokerage Operations Associate Analyst within Treasury’s Cash Management Services, you will support the accurate and timely execution of money movement transactions. The role offers exposure to payments, reconciliation, risk management, and complex treasury operations, with opportunities to partner with cross-functional teams and contribute to initiatives that improve operational efficiency, controls, and client experience. It is suited to someone interested in developing expertise and pursuing long-term growth in Treasury operations.

The Treasury Department is part of Fidelity’s Operations and Services Group (OSG) and delivers cash management, banking operations, and advisory services across Fidelity. Treasury supports Fidelity Institutional (FI), working with clients such as broker-dealers, RIAs, banks, and family offices. The team operates at the intersection of payments, risk, and operations in a collaborative and dynamic environment.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite requirements vary by role and location and may evolve during the rollout. This transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position. Hiring may be restricted for individuals with certain criminal histories because of applicable laws and regulations.

Requirements

• At least 2 years of experience in Payment Operations, Treasury Operations, or a related financial services role.
• Experience with reconciliation, exception management, or cash operations, with strong attention to detail.
• Strong analytical and problem-solving skills, including the ability to assess risk and apply sound judgment.
• Effective communication and collaboration skills, with the ability to work independently and manage priorities.
• A proactive mindset and interest in process improvement and operational excellence, with flexibility to support business needs.

Nice To Haves

• Working knowledge of electronic payments such as wires, ACH, or checks.

Responsibilities

• Resolve client payment inquiries and requests independently; process money movement payments and exceptions accurately, promptly, and in accordance with service-level expectations.
• Reconcile suspense accounts, identify the root causes of discrepancies, and drive timely resolution.
• Identify trends, risks, and control gaps in payment workflows, escalating issues as appropriate.
• Maintain and enhance operational procedures and keep documentation accurate and up to date.
• Prepare and analyze payment metrics and operational insights to support leadership decision-making.
• Contribute to business initiatives and projects, and provide team coverage during high-volume periods.

What This Job Offers

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