Treasury Analyst, Bank Services & Corporate Banking

Fidelity Investments Inc.; Boston (MA); Vor Ort; USD 80.000 - 120.000; Vollzeit

Benefits dieser Stelle

None

Zusammenfassung

Fidelity Investments Inc. is seeking a Treasury Analyst for Corporate Treasury - Bank Services in Boston.

The role supports opening, closing and admin changes to bank accounts, maintains the bank account files and database, and interacts with banks to establish banking services including disbursement, deposit, lockbox and ACH. We value problem-solving, adaptability, and a curious mindset to understand business initiatives and analyses.

Qualifikationen

• Bachelor's Degree required or equivalent.
• Proficiency with Microsoft Excel, Word, and PowerPoint.
• Strong communication, attention to detail, and multitasking in a fast-paced environment.

Aufgaben

• Complete legal documents with feedback from Legal and banks.
• Handle daily Bank Services department tasks per policy.
• Analyze bank fees to ensure billing accuracy.
• Identify process improvements with team.
• Identify and mitigate processing risks.
• Communicate effectively in writing and verbally with business and banks.

Kenntnisse

Multitasking

Verbal communication

Written communication

Attention to detail

Spreadsheet proficiency

Interpersonal skills

Risk identification

Ausbildung

Bachelor's Degree

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Jobbeschreibung

Fidelity Investments Inc. is seeking a Treasury Analyst for Corporate Treasury - Bank Services in Boston.

The role supports opening, closing and admin changes to bank accounts, maintains the bank account files and database, and interacts with banks to establish banking services including disbursement, deposit, lockbox and ACH. We value problem-solving, adaptability, and a curious mindset to understand business initiatives and analyses.