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Fidelity Investments

Manages investments and workplace retirement plans

Associate Analyst - Corporate Actions

Finance & BankingConfirmed live in the last 24 hours
Full-timeJersey City, NJ, USA

About the Job

Requirements

  • Three or more years of brokerage operations experience.
  • Operational experience supporting domestic and/or international corporate actions and dividends reconciliation and research.
  • Working knowledge of dividend rules and regulations.
  • Proficiency in Excel.
  • A college degree is preferred, or equivalent experience.
  • Ability to work independently and within a team.
  • Ability to build positive relationships with clients and internal business partners.
  • Initiative to identify problems, improve processes, and learn new functions.
  • Flexibility and adaptability in a team-based environment.
  • Ability to collaborate and communicate effectively and assertively with internal and external stakeholders.
  • Track record of end-to-end process improvement that delivers tangible business results.

Responsibilities

  • Provide operational oversight of international dividends reconciliation, including cash dividends, return of capital, and bond interest payments for foreign securities.
  • Assist with other corporate action functions and adjustments.
  • Interact with Client Service and Support organizations and the global custodian, Citibank.

About the Company

Fidelity Investments

Manages investments and workplace retirement plans

Fidelity Investments manages money and runs brokerage accounts for individuals, while administering workplace benefits and supporting financial advisers and institutions. Its funds span active management and index investing, and its advice services range from automated portfolios to dedicated wealth managers. Customers trade through online accounts or work with advisers by phone and at investor centers, while employers use its services for retirement savings and stock plans. The business earns advisory fees and charges for selected trades, with institutional custody and clearing services alongside its consumer accounts. Fidelity was founded in 1946 and is headquartered in Boston, Massachusetts, United States.

Company size
10,001+
Company stage
Debt Financing
Total funding
$250.4B
Headquarters
Boston, MA
Founded
1946

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