Prime Trading Senior Analyst

Fidelity Investments • Boston, MA

132d • Hybrid

About The Position

The Prime Trading team spans support across Levered SMA, FOS, & Prime Services businesses. This position will primarily support our Levered SMA offering. As a vital member of our client-facing team, this individual will act as a central point of contact, engaging with asset managers, Registered Investment Advisors (RIAs), and various business partners to deliver comprehensive Levered SMA solutions. This role requires attention to detail, strong communication abilities, and a dedicated focus on client excellence to foster strong relationships and ensure operational efficiency. It involves collaboration with external clients and a diverse range of internal departments within and beyond Fidelity Capital Markets, including legal, risk, compliance, operations, product management, service and relationship management, driving the growth and strategic development of the Levered SMA offering. Assist in establishing the Levered SMA team as a point of contact for internal Fidelity teams, as well as with external Asset Managers, RIAs and Business partners, escalating complex situations as needed. Provide support and education to internal counterparts, managers, and clients on Levered SMA related matters Help build and maintain positive working relationships with key stakeholders across Fidelity and with external parties. Serve as a primary daily coverage contact for Levered SMA managers and clients, triaging the team inbox, responding to client inquiries and escalating time-sensitive requests appropriately. Support new LSMA Prime clients, including coordinating incoming wire transfers, asset transfers, and addressing inquiries to ensure a smooth funding experience. Monitor and coordinate resolution of margin calls, working with clients and internal teams to ensure timely and compliant action. Identify potential risks and operational improvements within the platform. Contribute to efforts in driving automation and scalability to reduce costs and mitigate risks. Assist in supporting business development and implementation efforts through client interactions, escalating complex issues to senior team members.

Requirements

• Series 7 and 63 licenses.
• Bachelor's degree in Finance, Accounting, or Economics.
• 1-2+ years of financial industry experience.
• Brokerage experience.
• Ability to communicate and interact effectively across the organization.
• Collaborative and team-oriented.
• Self-motivated and diligent.
• Ability to balance and prioritize multiple responsibilities under tight deadlines.

Responsibilities

• Act as a central point of contact for asset managers, RIAs, and business partners.
• Engage with clients to deliver comprehensive Levered SMA solutions.
• Collaborate with internal departments including legal, risk, compliance, and operations.
• Provide support and education on Levered SMA related matters.
• Build and maintain positive working relationships with stakeholders.
• Serve as a primary daily coverage contact for Levered SMA managers and clients.
• Coordinate incoming wire transfers and asset transfers for new LSMA Prime clients.
• Monitor and coordinate resolution of margin calls.
• Identify potential risks and operational improvements.
• Contribute to automation and scalability efforts.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree