Treasury Operations Analyst: Payments & Reconciliation

Fidelity Investments; Westlake (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

Fidelity Investments in Westlake, Texas is seeking a Brokerage Operations Associate Analyst to support accurate money movement, reconciliation, and risk management within Treasury’s Cash Management Services. This role offers exposure to payments, controls, and client experience, with opportunities for growth in treasury operations.

Responsibilities include resolving client payment inquiries, performing suspense account reconciliations, identifying control gaps, and contributing to process

Qualifications

• 2 years of experience in Payment Operations, Treasury Operations, or a related financial services role.
• Experience with reconciliation, exception management, or cash operations, with a strong attention to detail.
• Working knowledge of electronic payments (e.g., wires, ACH) is a plus.
• Strong analytical and problem-solving skills, with the ability to assess risk and apply sound judgment.
• Effective communication and collaboration skills, with the ability to work independently and manage priorities.
• Proactive mindset with an interest in process improvement and operational excellence, and flexibility to support business needs.

Responsibilities

• Independently resolve client payment inquiries and requests; process money movement exceptions while ensuring accuracy, timeliness, and adherence to service-level expectations
• Perform detailed reconciliation of suspense accounts, identify root causes of discrepancies, and drive timely resolution
• Identify trends, risks, and control gaps within payment workflows, and escalate issues as appropriate
• Maintain and enhance operational procedures, ensuring documentation remains accurate and up to date
• Prepare and analyze payment metrics and operational insights to support leadership decision-making
• Contribute to business initiatives, projects, and team coverage during high-volume periods

Skills

Payment Operations

Reconciliation

Analytical skills

Communication

Risk assessment

Process improvement

Job description

Fidelity Investments in Westlake, Texas is seeking a Brokerage Operations Associate Analyst to support accurate money movement, reconciliation, and risk management within Treasury’s Cash Management Services. This role offers exposure to payments, controls, and client experience, with opportunities for growth in treasury operations.

Responsibilities include resolving client payment inquiries, performing suspense account reconciliations, identifying control gaps, and contributing to process