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Analyst, Equity Trade Operations

Fidelity

Fidelity

IT, Operations
Merrimack, NH, USA
Posted on Nov 19, 2025

Job Description:

The Role

Do you want to make a difference in our customers’ and internal associates’ lives and contribute to a cross-functional team committed to facilitating the confirmation and settlement of equity trade transactions within the Fidelity Fund & Investments Operations (FFIO) business unit?

We are looking for an Equity Trade Operations Analyst who will provide trade support to Fidelity's domestic and international equity trading desks located in Boston, London, and Hong Kong! In addition to the various external counterparts that the trade analysts interact with, there are also several internal teams that assist in the group's daily responsibilities, including Global Corporate Actions, Fidelity Agency Lending, Global Product Solutions, Risk, Legal, Fund Accounting and the Treasurer's Office, among others.

Your responsibilities include:

  • Supervising trade instruction and delivery to custodian banks

  • Facilitating the accurate and timely delivery of critical business information to all interested parties

  • Providing trade confirmation / affirmation and settlement support for equity asset class

  • Bring failed trades to a resolution by communicating with brokers and custodian banks

  • Collaborating within the team environment to optimally handle daily work volumes and quality standards

  • Providing timely mentor to staff on day-to-day responsibilities

  • Identifying and resolving problems related to transactions or investment data in an appropriate fashion following established guidelines

The Expertise and Skills You Bring

  • Bachelor's Degree strongly preferred

  • 4+ years of relevant financial operations experience preferred

  • Progression toward advanced degrees and/or professional certifications is a plus

  • Strong understanding of the trade operations environment and market settlement practices strongly preferred

  • Proven track record of being organized, professional, and demonstrate the ability to work independently with minimal direct supervision

  • Ability to prioritize multiple projects and tasks simultaneously within a tight timeframe

  • Strong analytical and problem-solving skills that implement process solutions

  • Exposure to or basic understanding of Fund Accounting or Pricing preferred

  • Solid understanding of OMGEO Alert and CTM preferred

  • Solid understanding of Excel, Word, and Power Point

  • SQL or VBA knowledge a plus

The Team

Our team handles trade operations to support FMR, Fidelity Institutional Asset Management and Fidelity International accounts. You will work closely with the trading desk, broker-dealer community, and the custodian bank network to facilitate settlement in over 70 countries worldwide. We are a multifaceted Global Middle Office (GMO) Division within the FFIO business unit, acting as a servicing center for FMR Co., GEODE, Fidelity Institutional Asset Management, Fidelity International, Fidelity Investments Japan, Fidelity Investments Canada, and Strategic Advisers, Inc. globally.

Note: Fidelity will not provide immigration sponsorship for this position

Certifications:

Category:

Investment Operations

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

If you would like to request an accommodation, please contact us at:

accommodations@fmr.com

Apply

Join us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Benefits
Learning & development
Culture

Benefits that adapt to everything life sends your way

401(k) with company match

Medical, dental, vision and prescription drug coverage

16-week maternity leave & 12-week parental leave

Student loan assistance

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Our Commitment

Discover opportunities to build a fulfilling career within a supportive culture that celebrates individuality. We empower our associates to pursue career paths that align with their unique goals and personalities.

Giving back to our communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,500 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $14.9billion in donor-recommended grants to charity in 2024.
  • Supported more than 433,000 unique charities around the world.
  • Since its inception, more than $100 billion has been given to public charities.

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