Senior Financial Operations Specialist

4 weeks ago


Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time

Job Description:

The Role

  • Performing all tasks associated with the Bank Debt Group, including trade settlements, fail management, and accounting processing.
  • Identifying and escalating issues that could have a significant impact on daily operations.
  • Providing exceptional service to various business partners.
  • Participating in future project opportunities and facilitating change in a rapidly developing environment.
  • Assisting with development and review of new and/or changes to departmental policies and procedures.
  • Collaborating within a team environment to successfully manage daily work volumes and quality standards.

The Expertise and Skills You Bring

  • 2-5 years of experience in the financial services industry.
  • Bachelor's degree preferred, but not required.
  • Proficient PC knowledge.
  • Excellent interpersonal and communications skills.
  • Strong time management skills.
  • Ability to handle multiple projects and tasks simultaneously within a tight timeframe.
  • Strong analytical skills.
  • Solid knowledge of business and industry practices.
  • Ability to recognize high-risk items and escalate those items or seek assistance to minimize loss to the company.
  • Ability to develop solid action plans to resolve daily operational issues/problems.

The Team

As part of Fidelity Fund and Investment Operations (FFIO) business unit, the Bank Debt Operations group is responsible for facilitating the processing, distribution, and reconciliation of Bank Debt transactions in support of Accounting and Trading. This role requires great attention to detail, ability to work in a time-sensitive environment, and the ability to think outside the box. In addition to the technical aspect of the role, the Representative also performs project work, looks for process improvements, partakes in training and development opportunities, and is part of a larger team effort. Depending on the project that the analyst supports, the work hours may vary from early morning shifts to more standard work hours. The ability to work overtime and be flexible is encouraged.

Certifications:

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.

Company Overview

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.



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