Senior Analyst, International Trade Support jobs in United States
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Fidelity Investments · 17 hours ago

Senior Analyst, International Trade Support

Fidelity Investments is a leading financial services company, and they are seeking a Senior Analyst for their International Trade Support team. The role involves providing support to trading desks, managing trade allocations, troubleshooting settlement issues, and ensuring efficient communication within the team and with external parties.

FinanceWellnessAsset ManagementFinancial ServicesRetirementWealth Management
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Growth Opportunities
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Responsibilities

Becoming experienced in middle office support for international equity; assisting traders with issues, supervising and facilitating trade allocations, trade configurations and input, troubleshooting P&S and settlement problems by researching, taking corrective actions and solving root cause
Primary contact for electronic order flow exceptions for the international equity trading desk
Confirming the financial details of all foreign exchange trades and settling the trades to the appropriate banking instructions. This requires direct phone and electronic contact with Fidelity Retail representatives, brokers, external correspondent and broker/dealer clients and domestic and international banks
Reconciling of daily FX foreign currency accounts and investigation/resolution of open accounting items
Ensuring pertinent information is efficiently communicated within the team as well as internal and external parties in order to effectively operate 24 hours a day
Fully understanding of the order and trade lifecycle along with the systems that facilitate the lifecycle, from various order entry points, through execution, and completion of the trade in settlement
Participating in requirement gathering, testing and implementation for projects relating to foreign exchange and international equity

Qualification

Brokerage experienceFINRA licenses 7Trade supportMicrosoft Office proficiencyDigital literacyInterpersonal skillsLeadership skillsAttention to detailSelf-motivatedTeam collaboration

Required

Ability to work in a fast-paced, trading floor environment with the aptitude to multi-task with many different systems
You possess interpersonal skills and the ability to process work accurately with attention to detail
You bring strong leadership skills and the ability to identify and design operational improvements
Self-motivated and can operate as part of a dynamic team
Excellent digital literacy and are proficient at using Microsoft Office, with Excel macro aptitude a plus
Bachelor's Degree in, plus 2-3 years of brokerage or trade support experience
FINRA Brokerage licenses 7, 63 required
Effectively operate in a 24x6 environment, including holiday coverage

Preferred

FINRA Brokerage license 24 preferred

Benefits

Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Company data provided by crunchbase