What Are The Skills For Prime Services

Task Details nsheppard 2022-03-31T18:34:31+00:00

2047795

Annotator, Prime Services Heart Office

Boston, MA

Task
Description
Acquaintance
Benefits
Learning &
Development
Our
Culture

Chore
Description

Job Clarification:

The Team

The Prime number Services Middle Office team handles all aspects of support for Fidelity's hedge fund investment manager client base. This includes merchandise processing, client service, and exception management. Are you looking for an outstanding opportunity for pedagogy and exposure to Prime Brokerage, hedge fund customer back up, stock loan, and custody services? Yous will own aspects of trade menses support, client asset movements, and reporting. You will work alongside Prime Services account managers, Institutional Trading, and Sales in the back up of the client base. Additionally, nosotros maintain professional person working relationships with various business organizations within Allegiance and are exposed to gamble and engineering science projects/reviews. While working in a custody surround, you will develop an understanding of trading/reporting systems, regulatory requirements, risk sensation, compliance rules, internal and external institutional entities, and fiscal markets.

The Expertise You Accept

Bachelor'south Degree, plus 2 plus years of brokerage or portfolio accounting experience.
FINRA Brokerage licenses vii, 63 (if non currently registered, such exams must be passed inside six months of rent)
FINRA Brokerage license 24 preferred
Brokerage industry experience, preferably in trading or centre/back-office operations
Solid understanding of domestic and international disinterestedness, stock-still income, and derivative products
Bones understanding of accounting principles, brokerage accounting, securities settlement, and custody preferred

The Skills You Bring

You are self-motivated and can operate equally part of a team
You bring excellent digital literacy and are Microsoft Function proficient with excel macro aptitude a plus.
You possess interpersonal skills and the ability to process work accurately with attending to detail
Power to work in a fast-paced environment with frequent interruptions and the aptitude to multi-chore with many different systems

The Value You lot Evangelize

Buying of day-to-solar day support for prime brokerage human relationship management team, resolving all customer inquiries in a timely manner
Becoming a specialist of processing and review of daily security and cash movements, corporate actions, stock document/ deposits, and restricted stock cleanup.
Providing assistance in the development of new procedures, products, and technologies sought at improving service to clients. Involvement in the testing and implementation of such products.
Responsible for daily portfolio accounting data to ensure accurate client reporting
Working with client implementation squad to onboard new business organization to Fidelity Prime Services
Oversight of nugget servicing transactions

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. Nosotros help people invest and programme for their time to come. We assist companies and not-turn a profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and engineering solutions to help invest their own clients' money.

Join U.s.

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You tin can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Selection Award, we have been recognized by our employees equally a All-time Identify to Work in 2022. And you don't need a finance background to succeed at Fidelity—nosotros offering a range of opportunities for learning so you can build the career you've always imagined.

Every bit a result of COVID-19, many of our assembly are continuing to work remotely. When Fidelity employees eventually render to the part, our goal is for most people to work flexibly in a manner that balances both personal and business needs with fourth dimension onsite and offsite through what nosotros're calling "Dynamic Working."

Nosotros invite you to Observe Your Allegiance at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective manner to attract, develop and retain a diverse workforce is to build an indelible civilization of inclusion and belonging.

Allegiance will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview procedure. To initiate a asking for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt ii, option 2.

Associate
Benefits

Fidelity benefits that adjust to everything life sends your style

Benefits With You in Mind

Benefits for your whole life – that's what you lot'll find at Fidelity.

You'll find everything from perks that makes your daily life amend to those big-picture, life-irresolute resources to support y'all at all stages of your life. We have an amazing package of benefits and programs designed to help yous thrive – both in and outside of work.

Family Programs

Adoption assistance
Fill-in dependent care
Maternity & parental leave (Up to 16 weeks of paid motherhood leave and 12 weeks of paid parental get out)
Dependent care flexible spending account (FSA)

Wellness Programs

On-site health & wellness centers
Fettle reimbursement programme
Nutritional counseling
Good for you dining programme

Retirement Planning

401(k) Retirement Savings Plan: Eligible associates can make pre-tax and/or Roth after-tax contributions, and Fidelity will lucifer you contributions dollar-for-dollar up to vii% of your eligible compensation.
For eligible associates, Fidelity may make an annual Profit Sharing contribution of upwardly to ten% of your eligible compensation.*

Wellness & Insurance

Medical coverage
Dental & vision coverage
Inability Insurance
Fidelity Health Savings Accounts (HSA) and Wellness Flexible Spending Accounts (FSA)

Education Benefits

Student loan assistance – helping y'all pay down your loans and then you tin save on involvement, with up to $15K in contributions
Tuition reimbursement plan

* Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution.

Learning &
Development

Fidelity is invested in you

Committed to Professional person Development

At Fidelity, nosotros are constantly adapting to the changing needs of our customers, new technologies, and ameliorate means of working. And nosotros empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forwards in your career while being able to make an impact for Fidelity'south customers effectually the earth.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special involvement and networking groups are also office of our culture of empowerment, personal and professional enrichment, variety and inclusion, and knowledge sharing.

Continuing Education & Training

Assess, build, and align your development programme through resources like our skill-building classroom and online courses.
Video-based training for technology, leadership, management & more than.
Ongoing skills evolution and coaching opportunities.
Paid preparation with a facilitator who is dedicated to your onboarding and volition runway and evaluate your progress, giving you strategies to improve.
A range of talent evolution programs to support career mobility.

Mentoring

Utilize the skills of experienced leaders to enrich your career.
Dedicated mentors to help you abound into new areas of Allegiance'southward business equally you develop new skills.
An open atmosphere of knowledge sharing and collaboration.
Opportunities to pay it forward, sharing the knowledge you develop and every bit y'all aid others define how they want their career to take shape.

Our
Culture

Fidelity creates a piece of work environment for people to flourish

Our Commitment to Multifariousness and Inclusion

"Allegiance believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, pity and respect." Abby Johnson | Chairman and CEO Fidelity Investments

At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a various workforce.

Allegiance's ten analogousness groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

These Employee Resources Groups and Special Interest Groups are models of inclusion for Allegiance. They're also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the concern, helping to ensure our products and services are delivered in a welcoming and equitable surroundings.

Over 22K employees participate in an affinity group.
Over i,400 analogousness group members volunteered for Fidelity Cares in 2020.
74% increase in affinity group memberships over the final three years.

Giving Back to Our Communities

Throughout Allegiance, y'all'll find a genuine delivery to social responsibility – where we strive to brand an impact for customers, while as well making an touch on on the world.

Fidelity Cares

Provides associates with opportunities to actively volunteer and share their talents.
Hosts numerous company-broad volunteer events (in-person and virtual).
Partners with nonprofit organizations to support our local communities.
More than than 12,000 associates donate time annually – from interns to SVPs.
Impact includes refurbishing schools, donating books and supplies, and education financial literacy.

Fidelity Charitable^®

Created to get in easy for people to support charitable organizations they care near.
Helped deliver $seven.3 billion in donor-recommended grants to charity in 2019.
Supported more 300,000 unique charities around the world.
Since its inception, more than than $42 billion has been given to public charities.

Chore Description:

The Team

The Prime Services Middle Role team handles all aspects of support for Fidelity's hedge fund investment managing director client base. This includes trade processing, client service, and exception management. Are you looking for an outstanding opportunity for teaching and exposure to Prime Brokerage, hedge fund customer support, stock loan, and custody services? You lot volition own aspects of trade flow support, client asset movements, and reporting. Yous will work alongside Prime Services business relationship managers, Institutional Trading, and Sales in the support of the client base. Additionally, nosotros maintain professional person working relationships with various business organizations within Allegiance and are exposed to run a risk and technology projects/reviews. While working in a custody environment, you volition develop an understanding of trading/reporting systems, regulatory requirements, risk awareness, compliance rules, internal and external institutional entities, and financial markets.

The Expertise You Accept

Bachelor's Degree, plus 2 plus years of brokerage or portfolio accounting feel.
FINRA Brokerage licenses 7, 63 (if not currently registered, such exams must exist passed within vi months of hire)
FINRA Brokerage license 24 preferred
Brokerage industry experience, preferably in trading or middle/back-office operations
Solid understanding of domestic and international disinterestedness, fixed income, and derivative products
Basic understanding of accounting principles, brokerage accounting, securities settlement, and custody preferred

The Skills Y'all Bring

You are cocky-motivated and tin can operate equally role of a team
You bring excellent digital literacy and are Microsoft Office proficient with excel macro aptitude a plus.
You possess interpersonal skills and the ability to process piece of work accurately with attending to particular
Ability to work in a fast-paced environment with frequent interruptions and the bent to multi-chore with many different systems

The Value Y'all Deliver

Ownership of day-to-day support for prime brokerage relationship management team, resolving all client inquiries in a timely fashion
Becoming a specialist of processing and review of daily security and cash movements, corporate actions, stock certificate/ deposits, and restricted stock cleanup.
Providing aid in the evolution of new procedures, products, and technologies sought at improving service to clients. Involvement in the testing and implementation of such products.
Responsible for daily portfolio bookkeeping information to ensure authentic client reporting
Working with client implementation squad to onboard new business to Fidelity Prime Services
Oversight of asset servicing transactions

Certifications:

Company Overview

Fidelity Investments is a privately held visitor with a mission to strengthen the financial well-being of our clients. Nosotros help people invest and program for their future. Nosotros aid companies and non-profit organizations in delivering benefits to their employees. And nosotros provide institutions and independent advisors with investment and technology solutions to help invest their own clients' coin.

Join U.s.a.

At Fidelity, y'all'll find countless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You tin can take advantage of flexible benefits that back up you through every phase of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Selection Laurels, nosotros have been recognized past our employees as a All-time Place to Work in 2022. And you don't need a finance groundwork to succeed at Allegiance—we offering a range of opportunities for learning so y'all tin can build the career y'all've e'er imagined.

Every bit a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees somewhen return to the function, our goal is for well-nigh people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working."

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the Hr Leave of Absenteeism/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt two, selection two.