Treasury Operations Associate: Payments & Reconciliation

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

Job summary

Fidelity Investments Inc. is seeking a Brokerage Operations Associate Analyst within Treasury’s Cash Management Services to support accurate and timely money movement transactions and improve operational efficiency.

You will work with cross-functional teams, handling inquiries, reconciliations, and metrics analysis to strengthen controls and client experiences. You will contribute to projects during peak periods and help maintain up-to-date procedures while developing broader treasury operations

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, check) 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 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 expedite 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

Payments operations

Reconciliation

Risk management

Analytical skills

Communication

Prioritization

Job description

Fidelity Investments Inc. is seeking a Brokerage Operations Associate Analyst within Treasury’s Cash Management Services to support accurate and timely money movement transactions and improve operational efficiency.

You will work with cross-functional teams, handling inquiries, reconciliations, and metrics analysis to strengthen controls and client experiences. You will contribute to projects during peak periods and help maintain up-to-date procedures while developing broader treasury operations