Associate Analyst, Brokerage Treasury Operations

Posted today

fidelityRoanoke (TX)

Financial Clerks, All Other Financial Transactions Processing, Reserve, and Clearinghouse Activities

SENIORITY

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About the role

Brokerage Operations Associate Analyst As a Brokerage Operations Associate Analyst within Treasury's Cash Management Services Banking Services team, you will play a critical role in supporting the accurate and timely execution of money movement transactions. This role is ideal for individuals looking to deepen their expertise in payments, reconciliation, and risk management while gaining exposure to complex treasury operations. You will have the opportunity to contribute to key processes, partner with cross-functional teams, and support initiatives that enhance operational efficiency, controls, and client experiencewhile developing the skills needed for long-term growth within Treasury operations.

Responsibilities:

Independently resolve client payment inquiries and requests; process money movement exceptions while ensuring accuracy, timeliness, and adherence to service-level expectations
Perform detailed reconciliation of suspense accounts, identify root causes of discrepancies, and drive timely resolution
Identify trends, risks, and control gaps within payment workflows, and escalate issues as appropriate
Maintain and enhance operational procedures, ensuring documentation remains accurate and up to date
Prepare and analyze payment metrics and operational insights to support leadership decision-making
Contribute to business initiatives, projects, and team coverage during high-volume periods
The Expertise and Skills You Bring 2 years of experience in Payment Operations, Treasury Operations, or a related financial services role
Experience with reconciliation, exception management, or cash operations, with a strong attention to detail
Working knowledge of electronic payments (e.g., wires, ACH) is a plus
Strong analytical and problem-solving skills, with the ability to assess risk and apply sound judgment
Effective communication and collaboration skills, with the ability to work independently and manage priorities
Proactive mindset with an interest in process improvement and operational excellence, and flexibility to support business needs

Note: Fidelity will not provide immigration sponsorship for this position. The Treasury Department, part of Fidelity's Operations and Services Group (OSG), delivers cash management, banking operations, and advisory services across Fidelity. Treasury supports Fidelity Institutional (FI), partnering with a wide range of clients including broker-dealers, RIAs, banks, and family offices. This team offers a unique opportunity to work at the intersection of payments, risk, and operations within a highly collaborative and dynamic environment. 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.

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