Senior Stock Services Analyst: Operations & Strategy

Fidelity Investments; Covington (KY); On-site; USD 80,000 - 120,000; Full time

Job summary

Fidelity Investments is seeking a Senior Analyst, Stock Services to build deep expertise in stock plan operations while driving strategic business initiatives. You will learn and support core Stock Services activities, including dividend processing, reconciliation, and client onboarding, with opportunities to lead projects and optimize processes.

You will work with proxy administration, shareholder communications, and cross-functional teams, gaining exposure to regulatory controls and ongoing

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.
• Support proxy event administration and associated operational workflows.
• Assist with participant communications related to voting and shareholder rights.
• Learn proxy solicitation processes and controls.
• Partner with internal and external stakeholders to ensure regulatory and client requirements are met.
• Help identify opportunities to improve efficiency and participant experience within proxy operations.
• Gain broad exposure across stock services operations and proxy administration.
• Develop specialized knowledge in dividend processing, shareholder services, and client onboarding.
• Lead impactful projects that shape the future of our business.
• Partner with experienced industry professionals and cross-functional teams.

Skills

Excel

Analytical skills

Project management

Attention to detail

Communication

UDA applications

Tools

UDA applications

Job description

Fidelity Investments is seeking a Senior Analyst, Stock Services to build deep expertise in stock plan operations while driving strategic business initiatives. You will learn and support core Stock Services activities, including dividend processing, reconciliation, and client onboarding, with opportunities to lead projects and optimize processes.

You will work with proxy administration, shareholder communications, and cross-functional teams, gaining exposure to regulatory controls and ongoing