Senior FinOps Analyst, Stock Services

Fidelity; Covington (KY); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Onsite health centers

Fully paid parental leave

Job summary

Fidelity is seeking a Senior Analyst, Stock Services in Covington, KY to deepen expertise in stock plan operations and lead strategic initiatives. The role blends hands-on processing with project leadership across dividend processing, reconciliations, onboarding, and proxy administration.

You will partner with teams to identify process improvements, strengthen controls, and support key initiatives, gaining exposure to cross‑functional environments within Fidelity’s Workplace Investing operations.

Qualifications

• 3-5+ years of experience in financial services, operations, stock services, brokerage operations, or related fields.
• Advanced Microsoft Excel skills, including complex formulas, data analysis, reconciliations, and reporting.
• Strong analytical and problem‑solving skills with a focus on accuracy and attention to detail.
• Ability to learn and utilize proprietary systems, including UDA applications and related workflows.
• Experience performing reconciliations and researching operational discrepancies.
• Strong project management and organizational skills with the ability to manage multiple priorities simultaneously.
• Excellent communication and collaboration skills.
• Continuous improvement mindset with a passion for identifying efficiencies and driving change.
• Ability to work independently while contributing to a highly collaborative team environment.

Responsibilities

• Learn and support core Stock Services operations, including dividend processing, reconciliation activities, and client onboarding.
• Execute critical operational processes while ensuring accuracy, timeliness, and strong risk management practices.
• Support the administration of stock funds and related ongoing client servicing activities.
• Partner with internal business teams, trustee banks, transfer agents, and other stakeholders to ensure seamless execution of stock services functions.
• Assist in identifying process improvement opportunities and help drive operational excellence initiatives.
• Lead or participate in strategic projects that enhance the client experience and improve business outcomes.
• Develop expertise in proprietary systems and tools, including UDA applications and associated processes.
• Provide operational support for proxy‑related activities and shareholder communications.

Job description

Fidelity is seeking a Senior Analyst, Stock Services in Covington, KY to deepen expertise in stock plan operations and lead strategic initiatives. The role blends hands-on processing with project leadership across dividend processing, reconciliations, onboarding, and proxy administration.

You will partner with teams to identify process improvements, strengthen controls, and support key initiatives, gaining exposure to cross‑functional environments within Fidelity’s Workplace Investing operations.