FinOps Senior Analyst Stock Services
About The Position
Fidelity Workplace Investing is seeking a highly motivated Senior Analyst, Stock Services to join their growing team. This unique role combines hands-on operational responsibilities with project leadership opportunities, making it ideal for someone who enjoys learning complex processes, solving problems, and influencing positive business outcomes. In this position, you will develop expertise across multiple areas of the Stock Services organization, including dividend processing, reconciliation activities, client onboarding, and proxy administration. You will partner with experienced associates to learn end-to-end stock services functions while helping identify opportunities to improve processes, enhance controls, and support key strategic initiatives. This role offers exceptional exposure to Workplace Investing operations, cross-functional partnerships, and opportunities to build skills that can accelerate your career within Fidelity. The Workplace Investing (WI) Proxy Group is responsible for soliciting participant voting instructions and elections related to shareholder rights associated with publicly traded securities, including common stock and mutual funds.
Requirements
- 3-5+ years of experience in financial services, operations, stock services, brokerage operations, or related fields.
- Advanced Microsoft Excel skills, including complex formulas, data analysis, reconciliations, and reporting.
- Strong analytical and problem-solving skills with a focus on accuracy and attention to detail.
- Ability to learn and utilize proprietary systems, including UDA applications and related workflows.
- Experience performing reconciliations and researching operational discrepancies.
- Strong project management and organizational skills with the ability to manage multiple priorities simultaneously.
- Excellent communication and collaboration skills.
- Continuous improvement mindset with a passion for identifying efficiencies and driving change.
- Ability to work independently while contributing to a highly collaborative team environment.
Responsibilities
- Learn and support core Stock Services operations, including dividend processing, reconciliation activities, and client onboarding.
- Execute critical operational processes while ensuring accuracy, timeliness, and strong risk management practices.
- Support the administration of stock funds and related ongoing client servicing activities.
- Partner with internal business teams, trustee banks, transfer agents, and other stakeholders to ensure seamless execution of stock services functions.
- Assist in identifying process improvement opportunities and help drive operational excellence initiatives.
- Lead or participate in strategic projects that enhance the client experience and improve business outcomes.
- Develop expertise in proprietary systems and tools, including UDA applications and associated processes.
- Provide operational support for proxy-related activities and shareholder communications.
- Support proxy event administration and associated operational workflows.
- Assist with participant communications related to voting and shareholder rights.
- Learn proxy solicitation processes and controls.
- Partner with internal and external stakeholders to ensure regulatory and client requirements are met.
- Help identify opportunities to improve efficiency and participant experience within proxy operations.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
