Associate Analyst, Corporate Actions

Fidelity•Jersey City, NJ

About The Position

As a member of Fidelity’s Operations and Service Group (OSG), the Associate Analyst will support the Corporate Actions International Dividends Reconciliation team and provide a world-class customer experience. The role provides operational oversight of international dividend reconciliation, including cash dividends, return of capital, and bond interest payments for foreign securities. It also assists with other corporate action functions and adjustments and involves working with Client Service and Support organizations and Fidelity’s global custodian, Citibank. The Associate Analyst contributes to a positive, inclusive, team-based environment and supports team success. The OSG provides customer service support to Fidelity’s brokerage businesses. The Corporate Action Dividend Team supports operational excellence across the firm and its various lines of business. Fidelity is transitioning to a full-time onsite working model through a phased rollout; onsite expectations vary by region and role and may evolve. The posting does not specify this role’s exact onsite requirement. The base salary range is $48,000–$91,000 per year. Placement depends on responsibilities and scope, geographic location, relevant experience, and other factors. Depending on the position and eligibility requirements, compensation may also include a bonus or other variable compensation. The application window closes when the position is filled or unposted.

Requirements

  • At least 3 years of brokerage operations experience.
  • Operational experience supporting domestic and/or international corporate actions or dividends reconciliation and research.
  • Working knowledge of dividend rules and regulations.
  • Positive relationship-building skills focused on clients and internal business partners.
  • Initiative to identify problems, improve processes, and learn new functions.
  • Flexibility, adaptability, and a desire to work in a strong team-based environment.
  • Excellent interpersonal skills, including the ability to collaborate and communicate effectively and assertively with internal and external stakeholders.
  • Ability to work independently and within a dynamic team.
  • Track record of end-to-end process improvement that delivers tangible business results.
  • Proficiency in Excel.

Nice To Haves

  • College degree or equivalent experience.

Responsibilities

  • Provide operational oversight of international dividends reconciliation, including cash dividends, return of capital, and bond interest payments for foreign securities.
  • Assist with other corporate action functions and adjustments.
  • Interact with Client Service and Support organizations and the global custodian, Citibank.
  • Contribute to a positive and inclusive team environment and support team success.

Benefits

  • Comprehensive health care coverage.
  • Emotional well-being support.
  • Retirement benefits.
  • Paid time off.
  • Parental leave.
  • Charitable giving employee match program.
  • Educational assistance, including student loan repayment, tuition reimbursement, and learning resources for career development.
  • Bonus or other variable compensation may be included, depending on the position and eligibility requirements.
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