Analyst

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

The FidYOU Program is an early career program experience crafted to prepare individuals for a career in operations. Participants are placed in a full-time position and assimilate into their business team on day 1. The FidYOU program kicks off in week 2 with a week long onboarding and teambuilding event in Westlake, Texas.

Upon completion of the robust 2 week on-boarding experience, participants begin training for their full-time role and come together monthly with their cohort for business unit networking and learning sessions focused on building skills and capabilities. As of week 3, you will be training in your business unit role while attending monthly development for the first two years.

FidYOU is crafted to support recent graduates in their assimilation to our culture and provides numerous opportunities throughout the 18 month experience for networking, relationship building and accelerated learning. The program meets the learner where they are and provides experiences for associates to learn and apply their newly developed skills in a safe cohort environment. The program experience provides associates with the tools and resources needed to build a robust career in operations.

The Skills You Bring

• The program starts in June 2027 and requires a bachelor's degree

• The ability to interpret sophisticated client requests and communicate clearly

• Outstanding problem-solving ability and analytical skills

Program Highlights

The following business areas participate in the program. You will be hired into your full-time role on day 1 and participate in FidYOU’s 2 week onboarding. Post onboarding, the cohort will come together for 4 hours monthly for 18 months – providing ongoing opportunities to accelerate your skill development and expand your network across our operations community - all in support of helping you build a career in operations.

• Brokerage Operations (Covington, KY and Westlake, TX) strives to provides outstandingoperationalservice to Fidelity clients through the accurate and efficient processingof a variety of client requests,such as:establishing and updating brokerage accounts and all related features, initiating transfers of assets into the firm, and supporting transactions in managed-account products. 

• Client Experience (CE) (Smithfield, RI, Westlake, TX): Provides world class service and operational support to Custody and Clearing clients including addressing inquiries such as : Transfer of Assets, New Accounts, and Money Movement through various interaction channels . The Client Experience organization is committed to delivering innovative client experience solutions across our platforms delivering high quality  products and services

• Operations and Services Group (OSG) (Covington, KY, Jersey City, NJ, Westlake, TX): provides back-office support functions for a registered broker dealer that provides systems support, operational services, information management and financial products to retail and institutional customers worldwide.  This includes responding to inbound calls, performing trade execution, and acting as a client advocate throughout the Fidelity organization.

The Value You Deliver

• Relationship building opportunities with numerous teams within Fidelity to service our clients while supporting divisional business needs with a “client first” mentality

• Delivering accurate results quickly and efficiently applying effective time management skills.

• Driving innovation through curiosity and comprehensive understanding of business processes and challenges.

• Supporting clients using various problem-solving techniques and ensuring quality of service.

• Maintaining a consistent daily workflow, gaining industry knowledge and building professional skills

Our Commitment to You

• Student loan assistance and tuition reimbursement for eligible employees

• Up to 23 days of paid time off per calendar year (based on years of service) plus 8 paid Federal holidays

• Opportunities to volunteer and give to your local community during work hours

• Workplace wellness initiatives, weekly meditation calls, and company subsidized balanced meal options at onsite cafeterias

• To learn about additional benefits, click: https://jobs.fidelity.com/benefits/

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $44,000-$87,000 per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Brokerage Operations, Business Analysis, Compliance, Investment Operations, Operations, Risk