Associate Analyst, International Settlements Brokerage Operations

Fidelity Investments Inc.; Westlake (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

Fidelity Investments Inc. in Westlake, TX is seeking an Associate Analyst, Settlement Support - International Settlements to ensure the accurate and timely settlement of foreign Equity, Fixed Income and foreign currency transactions across 45 foreign markets.

The role collaborates with internal Fidelity partners and custodian banks to resolve failed trades and transfer obligations, while seeking process improvements to deliver efficient client service.

Qualifications

• Strong analytical and decision‑making skills.
• Strong verbal and written interaction skills.
• Ability to prioritize and work effectively in a fast‑paced environment with multiple deadlines and processes.

Responsibilities

• Ensure accurate and timely settlement of foreign equity, fixed income, and currency transactions across 45 foreign markets.
• Handle inquiries from internal Fidelity partners and other financial services entities.
• Identify opportunities to improve processes to deliver efficient client service.

Skills

Analytical skills

Decision making

Communication

Fast-paced work

Customer service

Education

College degree recommended

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Associate Analyst, Settlement Support - International Settlements is responsible for ensuring the accurate and timely settlement of foreign Equity, Fixed Income and foreign currency transactions across 45 foreign markets.

The Expertise And Skills You Bring

• Experience in customer service a plus, financial service experience also a plus, but not required.
• College degree recommended, but not required.
• Detail oriented with exceptional quality and productivity
• Team player with capability to help maintain a positive work environment
• Strong analytical and decision‑making skills
• Ability to prioritize and work effectively in a fast‑paced environment with multiple deadlines and processes
• Strong verbal and written interaction skills
• Effectively handling written and telephone inquiries from internal Fidelity business partners, Correspondent firms and other Financial Services.
  • Ensuring the timely and accurate settlement of trade and transfer obligations in a fast paced, deadline driven environment.
  • Seeking out opportunities to improve processes making the delivery of client service more efficient and effective.

The Team

The International Settlements team works with many groups across all of Fidelity’s operations, including our own team in Dublin, as well as various types of customers (Institutions and private clients) as well as other broker dealers and foreign banks around the world. We work to reduce the risk associated with failed trades, to resolve out of balances with our custodian and complete transfer of asset transactions on behalf of our customers.

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.

Certifications:

Category:

Brokerage Operations

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.