Associate Analyst, International Settlements Brokerage Operations

Fidelity • Westlake, TX

1d

About The Position

The Associate Analyst, Settlement Support - International Settlements is responsible for ensuring the accurate and timely settlement of foreign equity, fixed income, and foreign currency transactions across 45 foreign markets. The role handles inquiries from internal Fidelity business partners, correspondent firms, and other financial services organizations, and supports timely settlement of trade and transfer obligations in a fast-paced, deadline-driven environment. The analyst also seeks opportunities to improve processes and make client service more efficient and effective.

The International Settlements team works with groups across Fidelity’s operations, including its team in Dublin, institutional and private clients, broker-dealers, and foreign banks. The team works to reduce the risk associated with failed trades, resolve out-of-balances with its custodian, and complete asset transfer transactions for customers.

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. This transition does not apply to fully remote roles.

Requirements

• Detail-oriented, with exceptional quality and productivity.
• Team player capable of helping maintain a positive work environment.
• Strong analytical and decision-making skills.
• Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes.
• Strong verbal and written interaction skills.

Nice To Haves

• Customer service experience is a plus.
• Financial services experience is a plus, but not required.
• A college degree is recommended, but not required.

Responsibilities

• Ensure accurate and timely settlement of foreign equity, fixed income, and foreign currency transactions across 45 foreign markets.
• Handle written and telephone inquiries from internal Fidelity business partners, correspondent firms, and other financial services organizations.
• Ensure timely and accurate settlement of trade and transfer obligations in a fast-paced, deadline-driven environment.
• Seek opportunities to improve processes and make client service more efficient and effective.
• Help reduce the risk associated with failed trades.
• Resolve out-of-balances with the custodian.
• Complete asset transfer transactions on behalf of customers.

What This Job Offers

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