Associate Analyst, Brokerage Treasury Operations

Fidelity • Westlake, TX

1d

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 involves payments, reconciliation, and risk management, with opportunities to contribute to key processes, collaborate across teams, and support initiatives that improve operational efficiency, controls, and client experience. It is designed to help develop expertise and skills for long-term growth in Treasury operations.

The Treasury Department, part of Fidelity’s Operations and Services Group (OSG), delivers cash management, banking operations, and advisory services across Fidelity. Treasury supports Fidelity Institutional (FI) and partners with clients including broker-dealers, RIAs, banks, and family offices. The team works 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 expectations vary by role and location, and may evolve as the rollout continues; the transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position. Hiring and association may be restricted for individuals with certain criminal histories under laws and regulations governing Fidelity’s business.

Requirements

• Two 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.
• Ability to work independently and manage priorities.
• Proactive mindset and interest in process improvement and operational excellence.
• Flexibility to support business needs.

Nice To Haves

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

Responsibilities

• Independently resolve client payment inquiries and requests.
• Process money movement payments and exceptions accurately and on time, adhering to service-level expectations.
• Reconcile suspense accounts, identify root causes of discrepancies, and drive timely resolution.
• Identify trends, risks, and control gaps in payment workflows and escalate issues as appropriate.
• Maintain and enhance operational procedures, keeping 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