Senior Stock Services Analyst – Operations & Proxy

Fidelity Investments Inc.; Covington (KY); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. in Covington, KY is seeking a Senior Analyst, Stock Services to build expertise in stock services operations and contribute to strategic initiatives.

The role covers dividend processing, reconciliations, client onboarding, and proxy administration, with opportunities to lead projects, improve controls, and partner with trustee banks and transfer agents. Onsite role within Fidelity's WI Proxy Group.

Qualifications

• Experience in financial services or stock services strongly preferred.
• Experience performing reconciliations and handling operational discrepancies.
• Strong Excel data analysis, reporting, and data integrity focus.

Responsibilities

• Learn and support core Stock Services operations, including dividend processing, reconciliation activities, and client onboarding.
• Execute critical operational processes with accuracy and strong risk management.
• Support administration of stock funds and ongoing client servicing.
• Partner with internal teams and external stakeholders to ensure seamless stock services execution.
• Lead or participate in strategic projects to improve client experience and business outcomes.
• Develop expertise in proprietary systems, including UDA applications.

Skills

Advanced Excel

Analytical skills

Project management

Communication

Attention to detail

Independent worker

Reconciliations

Tools

UDA applications

Job description

Fidelity Investments Inc. in Covington, KY is seeking a Senior Analyst, Stock Services to build expertise in stock services operations and contribute to strategic initiatives.

The role covers dividend processing, reconciliations, client onboarding, and proxy administration, with opportunities to lead projects, improve controls, and partner with trustee banks and transfer agents. Onsite role within Fidelity's WI Proxy Group.