Job Description:
Associate Analyst, Brokerage Treasury Operations
Cash Management Services – Funds Transfer Services
The Role
As an experienced Brokerage Operations Associate Representative within Treasury’s Cash Management Services – Funds Transfer Services team, you will play a key role in ensuring the accurate, timely, and compliant execution of complex foreign currency and electronic payment transactions. This role is suited for professionals with a strong background in payments and reconciliation who can independently manage exceptions, mitigate risk, and contribute to process improvement initiatives.
You will act as a trusted operational partner, applying sound judgment while adhering to regulatory standards, internal controls, and Fidelity policies, all while delivering a consistently high level of service to clients and internal stakeholders.
Responsibilities:
Independently process and oversee client payment requests, ensuring accuracy, timeliness, and adherence to service-level expectations
Review, analyze, and resolve complex wire payment exceptions, exercising judgment to determine appropriate posting or return actions
Perform detailed reconciliation of departmental suspense accounts, identifying root causes and driving resolution of breaks
Identify trends, risks, and control gaps within payment flows and escalate issues as appropriate
Own and maintain operational policies and procedures, ensuring documentation remains current and effective
Prepare, analyze, and publish operational payment metrics and insights for senior management
Partner with Treasury colleagues, Operations teams, and business stakeholders to support operational efficiency, risk mitigation, and process improvements
Provide subject matter support and guidance to peers as needed
Support business-driven initiatives, special projects, and coverage needs during peak periods
The Expertise and Skills You Bring
3+ years of experience in Payment Operations, Treasury Operations, or a related financial services function
Demonstrated expertise in suspense account reconciliation and exception management
Strong knowledge of electronic payments processing, including SWIFT and wire payment workflows
Proven ability to interpret policies, assess risk, and apply sound operational judgment
Excellent written, verbal, and interpersonal communication skills, including the ability to communicate effectively with stakeholders
Ability to work independently with minimal supervision while contributing as a collaborative team member
Strong organizational, analytical, and time management skills with the ability to manage competing priorities
Highly adaptable and comfortable operating in a fast-paced, deadline-driven environment
Willingness to support overtime or extended hours as business needs require
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Treasury Department, part of Fidelity’s Operations and Services Group (OSG), delivers cash management, banking operations, and advisory services across Fidelity. Treasury supports Fidelity Institutional (FI), which provides brokerage, operational, risk management, and technology solutions to banks, broker-dealers, registered investment advisors, family offices, and other financial intermediaries.
The base salary range for this position is $48,000-91,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications:
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
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 experience.
Reasonable accommodations
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.
Equal opportunity employer
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.
Applicant screening
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.