Senior Representative/Associate Analyst, Brokerage Operations
About The Position
The Role As part of the Settlement Support on the Mutual Fund Dividends team, you will use your skills to monitor Mutual Fund Corporate Actions and Distribution events. In the role, you will need to conduct analysis to help understand trends, create solutions, and improve processes. There will be opportunities to work across Fidelity and contribute to system development. This position can be filled at a grade level 2 (Senior Representative) or grade level 3 (Associate Analyst) depending on skills and experience. The Team Operations and Services Group (OSG) provides superior customer service support to Fidelity's brokerage businesses through innovation, dedication and commitment to excellence. The OSG Mutual Funds division is part of Client and Fund Services and provides operational excellence across our Mutual Fund offering (Mutual Fund Product Database, Order Room, Corrections, Transfer of Assets, Dividends and Reconciliation).
Requirements
- Microsoft Excel Efficiency
- College degree required
Responsibilities
- Assist in systems testing as it related to initiatives, enhancements, and new business functionality
- Processing of daily functions
- Work toward becoming functional SME for all Non-Fidelity Fund processing
- Problem resolution responsibilities
- Research for complicated issues on corporate actions and dividends
- Solid decision-making responsibilities
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
