Associate Analyst, Settlement Support - Transfer of Assets (TOA)

Discovered

Fidelity Investments

Westlake, TXexternalHuman Resources and RecruitmentPosted over 1 year ago (Apr 15, 2025)

The Role

The Associate Analyst is part of the International Settlements team which is responsible for ensuring the accurate and timely settlement of foreign Equity, Fixed Income and foreign currency transactions across 53 foreign markets.

The Expertise and Skills You Bring

• Experience in customer service a plus, financial service experience also a plus, but not required. • Brokerage operations or settlements experience desired • Transfer of Assets (TOA) experience desired • College degree recommended, but not required. • Detail oriented with exceptional quality and productivity • Team player with capability to help maintain a positive work environment • Strong analytical and decision-making skills • Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes • Strong verbal and written interaction skills

The Value You Deliver

• Effectively handling written and telephone inquiries from internal Fidelity business partners, Correspondent firms and other Financial Services. • Ensuring the timely and accurate settlement of trade and transfer obligations in a fast paced, deadline driven environment. • Seeking out opportunities to improve processes making the delivery of client service more efficient and effective.

The Team

The International Settlements team works with many groups across all of Fidelity's operations, including our own team in Dublin, as well as various types of customers (Institutions and private clients) as well as other broker dealers and foreign banks around the world. We work to reduce the risk associated with failed trades, to resolve out of balances with our custodian and complete transfer of asset transactions on behalf of our customers. @@HD@@ Certifications:@@/HD@@ @@HD@@ Category:@@/HD@@ Brokerage Operations Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Not published in this posting

The company didn't include benefits in the source posting. The hiring team may have more details on their own site.