Posted 3 days ago
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**Associate Analyst, Brokerage Treasury Operations** - Supports timely money movement transactions, resolves client payment inquiries independently, and performs detailed reconciliations - Identifies trends, risks, and control gaps in payment workflows and maintains operational procedures - Prepares payment metrics and operational insights to support decision-making - Requires 2+ years in Payment/Treasury Operations, strong analytical skills, and experience with cash operations and exception management - Offers exposure to complex treasury operations and opportunities for long-term growth within Treasury operations
- Compensation
- $48,000 – $91,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
Job Description:
The Role
As a Brokerage Operations Associate Analyst within Treasurys Cash Management Services Banking Services team, you will play a critical role in supporting the accurate and timely execution of money movement transactions.
This role is ideal for individuals looking to deepen their expertise in payments, reconciliation, and risk management while gaining exposure to complex treasury operations. You will have the opportunity to contribute to key processes, partner with cross-functional teams, and support initiatives that enhance operational efficiency, controls, and client experiencewhile developing the skills needed for long-term growth within Treasury operations.
Responsibilities
- Independently resolve client payment inquiries and requests; process money movement exceptions while ensuring accuracy, timeliness, and adherence to service-level expectations
- Perform detailed reconciliation of suspense accounts, identify root causes of discrepancies, and drive timely resolution
- Identify trends, risks, and control gaps within payment workflows, and escalate issues as appropriate
- Maintain and enhance operational procedures, ensuring documentation remains accurate and up to date
- Prepare and analyze payment metrics and operational insights to support leadership decision-making
- Contribute to business initiatives, projects, and team coverage during high-volume periods
The Expertise and Skills You Bring
- 2 years of experience in Payment Operations, Treasury Operations, or a related financial services role
- Experience with reconciliation, exception management, or cash operations, with a strong attention to detail
- Working knowledge of electronic payments (e.g., wires, ACH) is a plus
- Strong analytical and problem-solving skills, with the ability to assess risk and apply sound judgment
- Effective communication and collaboration skills, with the ability to work independently and manage priorities
- Proactive mindset with an interest in process improvement and operational excellence, and flexibility to support business needs
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Treasury Department, part of Fidelitys Operations and Services Group (OSG), delivers cash management, banking operations, and advisory services across Fidelity. Treasury supports Fidelity Institutional (FI), partnering with a wide range of clients including broker-dealers, RIAs, banks, and family offices.
This team offers a unique opportunity to work at the intersection of payments, risk, and operations within a highly collaborative and dynamic environment.
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, candidates 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 Fidelitys 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.
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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.
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