Contributions Senior Analyst – III

Fidelity Investments•Westlake, TX

About The Position

Contributions Senior Analyst – III The Role Have you ever considered a career that allows you to share your expertise in financial services with a passion for philanthropy? National Charitable Services performs philanthropic services for the largest donor advised fund in the world, Fidelity Charitable. Service Delivery & Operations supports money movement, money in and money out, all functions that enable our donors, advisors and non profit organizations to accomplish their goals! We have a new opportunity on our Money In Team and our job is to ensure that all the contribution transactions are accounted for and accurately recorded. A lot of the daily work is managed through tools of Fidelity Investments, but our business model is unique! Note: Fidelity is not providing immigration sponsorship for this position

Requirements

Bachelor’s degree
2-3 years Financial or Service Industry background required
Knowledge of the financial services and/or non-profit industry, specifically as it relates to operations
Demonstrated attention to detail, with good follow-through
Strong organizational, planning, multi-tasking, time management skills
Ability to work under pressure and within tight deadlines
Ability to identify and mitigate potential areas of risk
You have a high sense of urgency and understand when to escalate
Your strong and effective verbal and written communication skills
Your very best problem solving skills with excellent follow through
You are a team player with the ability to influence without authority

Nice To Haves

Working knowledge of Fidelity systems (FBSI, XTRAC), a plus

Responsibilities

Process contributions of cash equivalents and securities
Coordinate the transfer of mutual fund contributions held outside of Fidelity by delivering the necessary paperwork to Fidelity’s Transfer of Assets department and then tracking the status of the pending transactions
Contact internal business partners, transfer agents, advisors, donors to facilitate the delivery of pending contributions
Maintain effective business relationships with Fidelity business partners including Legal, Risk and Compliance, Program, RSS, TOA and Deliveries
Collaborate with internal Charitable business partners to fulfill special handling
Employ good sound judgment in decision making or problem resolution
Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items
Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization
Assist with maintaining up-to-date procedures
You are flexible with overtime as requested (especially November and December – Giving Season)