Posted 4 days ago
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**Treasury Brokerage Operations Analyst** Manage daily check deposits and cash management activities for Fidelity's bank accounts. You'll ensure efficient balance management, resolve cash management issues, and analyze processes for improvement. Key requirements include: - Accuracy and attention to detail - Analytical thinking and risk awareness - 5+ years in brokerage or banking, with experience in bank money movement operations and various payment types - Bachelor's degree - Strong communication, technical, and adaptability skills - Commitment to continuous improvement through automation and technology This role offers comprehensive benefits and a competitive salary range of $55,000-105,000 USD (depending on responsibilities and location). Join Fidelity's diverse and inclusive workplace, transitioning to a full-time onsite working model.
- Compensation
- $55,000 – $105,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
We're looking for a strong candidate who demonstrates accuracy and attention to detail, analytical thinking, risk awareness and effective time management. Existing knowledge of wires, ACH, check deposits, and depository account monitoring is preferred, along with strong communication, technical proficiency, adaptability, and a commitment to continuous improvement through automation and technology.
The Brokerage Treasury Cash Management team is focused on managing the cash flows within the firms bank accounts to ensure efficient balance management and maximize utilization of available funds as well as ensure that the firm conducts its daily settlement activities in a timely manner.
- You will manage the daily check deposit flows in the firms depository accounts
- You will conduct various daily cash management funding / settlement-related activities
- You will establish effective working relationships with banks and professionally interact with the banks to optimize services or resolve issues.
- You will serve as POC for internal Business Units to address and resolve cash management related inquiries and issues.
- You will review and remediate check fraud related to check receipts and disbursements
- You will analyze cash management processes and recommend solutions to management
The Expertise and Skills You Bring
- Bachelors degree
- 5 plus years experience in brokerage or banking industry
- Bank money movement operations / bank reconciliation experience preferred
- Familiarity with various money movement payment types i.e. FedWire, ACH, checks, etc.
The Team
The Brokerage Treasury Cash Management team is focused on managing the cash flows within the firms bank accounts to ensure efficient balance management and maximize utilization of available funds as well as ensure that the firm conducts its daily settlement activities in a timely manner.
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.
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.
Certifications:
Category:
Brokerage OperationsApply
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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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