Associate Analyst, Brokerage Treasury Operations

Job Description:The RoleNote: Fidelity will not provide immigration sponsorship for this position.As a Brokerage Operations Associate Analyst within Treasury’s Cash Management Services – Banking Services team, you will play a critical role in supporting the accurate and timely execution of money movement transactions.This role is ideal for individuals looking to deepen their expertise in payments, reconciliation, and risk management while gaining exposure to complex treasury operations. You will have the opportunity to contribute to key processes, partner with cross-functional teams, and support initiatives that enhance operational efficiency, controls, and client experience—while developing the skills needed for long-term growth within Treasury operations.ResponsibilitiesIndependently resolve client payment inquiries and requests; process money movement exceptions while ensuring accuracy, timeliness, and adherence to service-level expectationsPerform detailed reconciliation of suspense accounts, identify root causes of discrepancies, and drive timely resolutionIdentify trends, risks, and control gaps within payment workflows, and escalate issues as appropriateMaintain and enhance operational procedures, ensuring documentation remains accurate and up to datePrepare and analyze payment metrics and operational insights to support leadership decision-makingContribute to business initiatives, projects, and team coverage during high-volume periodsThe Expertise and Skills You Bring2 years of experience in Payment Operations, Treasury Operations, or a related financial services roleExperience with reconciliation, exception management, or cash operations, with a strong attention to detailWorking knowledge of electronic payments (e.g., wires, ACH) is a plusStrong analytical and problem-solving skills, with the ability to assess risk and apply sound judgmentEffective communication and collaboration skills, with the ability to work independently and manage prioritiesProactive mindset with an interest in process improvement and operational excellence, and flexibility to support business needsNote: Fidelity will not provide immigration sponsorship for this position.The TeamThe Treasury Department, part of Fidelity’s Operations and Services Group (OSG), delivers cash management, banking operations, and advisory services across Fidelity. Treasury supports Fidelity Institutional (FI), partnering with a wide range of clients including broker-dealers, RIAs, banks, and family offices.This team offers a unique opportunity to work at the intersection of payments, risk, and operations within a highly collaborative and dynamic environment.Fidelity’s Onsite Working ModelFidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.Certifications:Category:Brokerage OperationsPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.SummaryLocation: Westlake, TXType: Full time