Brokerage Analyst – Settlement Support
About The Position
The Role The Clearing and Settlements Support Analyst provides a very broad range of support functions to correspondents and registered investment advisor clients of Green Pier Fintech LLC. We need you to efficiently apply your knowledge and experience to the problem or task at hand, while having an appreciation of the impact your decisions may have on other partners (i.e., customers, downstream systems, external parties, etc.).. In support of the various clients, we expect you to work closely with other operational departments and technology personnel to achieve straight through processing while minimizing risk, exposure, and errors. The Team Green Pier Fintech LLC is a division of the Fidelity Center for Applied Technology (FCAT). The Green Pier and Green Meadows team is bringing new technology and processes to life that will enable Fidelity to target new markets and customer segments; a business squarely executing on not one or two but four Fidelity operating principles - next generation platforms, efficiency and reduction of unit costs, new sources of revenue, and high quality customer experiences - and which embodies the Fidelity leadership principle of taking risks and valuing pace over perfection.
Requirements
- 2-4 years brokerage trading, operations, and/or service experience
- Series 7 or 99 (or the ability to obtain within 180 days)
- Advanced Microsoft Excel skills required: ability to independently create VLOOKUPS, pivot tables, formulas, and macros; VBA experience is a plus
- Attention to detail and high level of precision when executing procedures
- Effective verbal and written communication skills
- Ability to operate with autonomy and manage work independently
- Capable of quickly learning operating systems and processes
Nice To Haves
- VBA experience is a plus
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees
