Senior Analyst, Fund of Funds Trading and Support jobs in United States
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Fidelity Bank · 2 days ago

Senior Analyst, Fund of Funds Trading and Support

Fidelity Bank is seeking a Senior Analyst to join their Fund of Funds Trading and Support team. The role involves processing fund of funds trade instructions, collaborating with various business units, and ensuring accurate trade processing and settlement.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Process fund of funds trade instructions
Collaborate with other FFIO business units
Ensure fund of funds trades are processed accurately on all systems
Ensure trades are settled and cash is moved
Maintain investment attributes on behalf of the front office
Lead complex fund events
Identify operational improvement opportunities

Qualification

FinanceFinancial services experienceMicrosoft ExcelCommunication skillsTime management

Required

B.S./B.A. finance/accounting/business administration
3-5 years of financial services industry experience
Outstanding communication skills, both written and verbal, including presentations
Ability to work independently and in a team environment
Strong Time management Skills
Ability to interact with business partners to gain an understanding of upcoming processing
Ability to Meet strict deadlines
Proficient with Microsoft excel and access

Company

Fidelity Bank

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Fidelity Bank is a commercial bank providing services financial sercvices.

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase