Posted 14 days ago
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**FinOps Treasury Associate | Fidelity Investments** The FinOps Treasury Associate supports multi-billion dollar daily money movements, ensuring accurate bank services and reconciliation. This role involves collaborating with internal and external business partners to mitigate risks and follow established controls. Key responsibilities include communicating effectively, meeting tight deadlines, and balancing multiple priorities. Ideal candidates bring one to three years of financial services experience, preferably in Defined Benefits, and proficiency in relevant Fidelity systems like Omnipay and XTRAC, along with Microsoft Office Suite. Highly motivated self-starters with strong analytical skills, excellent communication, and experience working independently are encouraged to apply.
- Compensation
- Not specified
- City
- Not specified
- Country
- United States
Currency: Not specified
Full Job Description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Bank Services and Reconciliation is responsible for execution, reconciliation, and monitoring of multi-billion dollars of daily money movement in support of Workplace Investing. The team acts as the primary contact for internal and external business partners on operational money movement issues. In addition, the team works with internal business partners to ensure that potential risk factors are understood, and best practices are followed when carrying out money movement responsibilities. Accountable for maintaining and following controls to ensure organization meets established standards
- Ability to get results by effectively communicating with internal and external business partners, including supporting the team lead and senior associates on corporate actions.
- Are flexible to the needs of the team daily and can expertly balance multiple priorities to help the team meet tight timeframes.
- Your responsibilities will involve working with several different business partners in numerous locations so you must be highly motivated, self-directed and an independent problem solver with attention to detail.
The Expertise and Skills You Bring
- One to three years experience within a professional, fast paced, corporate environment, preferably in the financial services industry with Defined Benefits knowledge.
- Experience and confirmed understanding of applicable Fidelity System Applications (Omnipay, XTRAC, Disc Recon) and Microsoft Office products (Word, Excel, Outlook).
- Ability to successfully execute a task and move onto the next job function in a fast-paced and deadline-oriented environment.
- Excellent time management skills
- Exhibit strong analytical and problem-solving skills
- Excellent written and verbal communication skills
- Experience working independently while also ensuring team goals are being met.
The Team
You will be part of a team with 6 other associates in Merrimack, and Covington and partner with our colleagues in other business sites. Senior Associates execute and research high value money movements that impact clients or customers and carry a high degree of risk. The Associate must ensure that established controls are being followed when completing daily functions and when providing support to business partners. Given the high degree of risk, including significant financial and reputational exposure, proactive research, resolution, and reconciliation is a top priority. The Sr. Associate must exercise strong technical, analytical, problem solving and decision-making skills to meet expectations and resolve issues within defined timeframes and guidelines.
Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job.
Salary Grade:
3
Organization:
WI Client Services
Category:
Operations
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
OperationsPlease 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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All fields are required. Candidates should limit the number of roles they apply to at any given time.
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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