Senior Analyst, Reconciliation

Fidelity • Westlake, TX

4d • Hybrid

About The Position

The Role FFIO’s Global Middle Office is seeking a highly motivated Senior Analyst to fill a role in our Reconciliation department with dynamic responsibilities. This role will be responsible for a range of the Claims Team tasks but will also assist the team with complex position confirmations. Limited opportunities for tax reclaims, audit support, and other work also exist. The Team Fidelity Fund & Investment Operations (FFIO) provides accounting and investment management support services for over 6,000 retail and institutional mutual funds and other retail and institutional investment products servicing over $3.9 trillion of discretionary assets.

Requirements

• Highly motivated—a self-starter who is eager to learn
• Diplomatic: excellent communication skills
• Strong work ethic, motivation, and proactive
• Outstanding ability to optimally prioritize multiple competing tasks at once
• Phenomenal ability to work quickly in a dynamic, high-volume environment
• Team-first mindset

Nice To Haves

• Experience with FCR and/or any type of reconciliation work strongly preferred
• Experience with Outlook, Word, and Excel strongly preferred
• Experience with InvestOne strongly preferred
• Knowledge of custodian, transfer agent, and auditor functions preferred
• Knowledge of Agile practices and an Agile mindset preferred
• Bachelor’s or other degree preferred

Responsibilities

• Efficient execution of the Claims Team tasks
• In collaboration with others on the team, timely completion of monthly and/or quarterly complex position confirmations
• Willingness to assist the team in other areas of thin coverage (tax reclaims, audit support, and so on)
• Culture change agent: Informal influence to push us to a more flexible way of working
• Desire to constantly question task work: How can it be done better?

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees