Treasury Operations Associate Analyst: Payments

Fidelity Investments Inc.; Texas; On-site; USD 65,000 - 85,000; Full time

Job summary

Fidelity Investments in Westlake, TX seeks an Associate Analyst in Brokerage Treasury Operations to support money movement processing, reconciliation, and risk monitoring. This role offers exposure to cross-functional teams and opportunities to improve controls and client experience.

Onsite work model is being implemented as Fidelity advances its operating structure. You will develop expertise in payments, reconciliation, and cash operations while contributing to timely, accurate processing and

Qualifications

• 2 years of experience in Payment Operations, Treasury Operations, or a related financial services role.
• Experience with reconciliation, exception management, or cash operations.
• Working knowledge of electronic payments (e.g., wires, ACH, check) is a plus.

Responsibilities

• Independently resolve client payment inquiries and requests; process money movement payments and 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

Treasury Operations

Reconciliation

Exception management

Cash operations

Attention to detail

Analytical thinking

Communication

Process improvement

Job description

Fidelity Investments in Westlake, TX seeks an Associate Analyst in Brokerage Treasury Operations to support money movement processing, reconciliation, and risk monitoring. This role offers exposure to cross-functional teams and opportunities to improve controls and client experience.

Onsite work model is being implemented as Fidelity advances its operating structure. You will develop expertise in payments, reconciliation, and cash operations while contributing to timely, accurate processing and