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FinOps Outside Fund Trading Associate

1 month ago

Merrimack, United States Fidelity Investments Full time

Job Description

:

The Role

Working within a team dynamic, the Outside Fund Senior Associate completes daily Investment Execution activities necessary to support the Workplace Investing (WI) product offering. The Financial Operations Senior Associate will work independently to complete daily control activities which involve various monetary and non-monetary processes necessary to support the WI 401k and Stock product offerings. The Sr. Associate must understand in detail both how and why functions are performed and how they relate to the overall service structure.

As an associate, you are a key driver in ensuring that all trades to Outside Fund Companies have been received in good order and in a timely manner. You will have the ability to handle an agile workload, supporting various team processes throughout the day. As part of a small team, you will be extremely valuable in resolving all trading discrepancies while working with internal and external business partners on escalated situations. The position is also valuable, in that, the senior associate provides consultative assistance to business segments across Fidelity to minimize risk and exposure.

This position will have a shift of 5:00 am – 2:00 pm EST, Monday – Friday.

The Expertise and Skills You Bring

Bachelor’s degree or equivalent preferred, preferably in Accounting or Finance

Expertise of Microsoft Office products (Word, Excel, Outlook, Access)

3+ years in a professional, fast paced environment

The ability to take initiative and highly motivated to complete tasks as required

An eagerness to participate in a team environment, shifting assignments where needed to meet department controls

Associate will thrive in an environment working on one to one assignment or along with a team for a bigger project

Communicate optimally with colleagues, management, and business partners through written and verbal correspondence

You have excellent customer service skills

Adopts new technology and process changes in a fast pace environment

You are an independent problem solver with meticulous attention to detail

Enjoy solving mysteries through independent analysis of information captured from multiple sources

You resolve ambiguous situations by asking questions and applying critical thinking

The Team

This role supports the Investment Execution and Oversight team within the Financial Operations organization. The Outside Funds Trading Team is responsible for ensuring that all Outside Funds trades are received and accepted by outside fund vendors.

The Senior Associate’s role is critical to ensuring proper processing for Outside Fund Trading. The associate ensures daily trades of WI investment options are received in a timely and accurate manner according to outside fund company policies and procedures. Acting as a primary contact for internal and external business partners as it relates to processing any additional corresponding trades outside the system. Building and maintaining relationships and collaborating with them when appropriate to ensure that all standard methodologies are followed.

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