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Sr. Analyst, Agency Lending

4 months ago

Boston, United States Fidelity TalentSource LLC Full time



Job Description:

Sr. Analyst, Agency Lending - Boston

The Role:

The Sr. Analyst, Agency Lending position works directly with numerous internal Fidelity business divisions and external counterparties to ensure accurate and timely reconciliation of the daily securities lending transactions.

  • By providing support you will perform accurate lending transactions. Any discrepancies are identified and resolved to avoid potential regulatory violations relating to possession and control or collateral management requirements

  • By monitoring and managing the daily recalls and reallocations of loaned securities, we look to maximize the interest income earned for Fidelity Agency Lending clients.

  • By reviewing and reconciling any billing discrepancies and working with counterparties to settle breaks in a timely manner to properly post monthly client income based on the previous month s activity.

  • Vigilantly and continuously trying to identify areas of improvement and be a part of developing the plan to implement change. This is a critical component to the role.

The Expertise and Skills You Bring

  • Bachelor s degree (or equivalent)

  • Series 7 preferred (if not currently registered, such exam must be passed within six months of hire)

  • Brokerage experience, preferably in international trading and settlements or middle/back-office operations

  • Strong preference for Securities Lending experience at either an Agent or Custodial Lender

  • Must have effective communication and relationship building skills

  • Must be a detail oriented individual, capable of growing in a fast paced environment

  • Understanding of domestic and international equity, fixed income, and derivative products

  • Ability to make timely decisions in relation to risk and regulatory implications.

  • Demonstrated desire and interest to learn all aspects of market space

The Team

The Fidelity Agency Lending Middle Office plays a meaningful role in working alongside the securities lending traders to provide critical operational support for the daily lending activity. We will also work collaboratively with our back office teams, settlements as well as external counterparties including custodians and borrowing entities.





Certifications:

Company Overview

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 own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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, detailed in this document, 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.

We invite you to Find Your Fidelity at fidelitycareers.com.

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.