Associate Analyst, Brokerage Operations
Yesterday• Westlake, TX
Job Description:
Associate Analyst, Brokerage Operations
The Role
As a member of the Mutual Fund ACAT Settlements team, you will use your skills to resolve ACAT fails timely through contact with contra firms and by coordinating the accurate transfer of assets. This role requires an observant and inquisitive nature to identify patterns and problems in the work and an initiative to search for solutions to these issues. The role provides opportunities in contributing to systems development, process improvements and working across Fidelity.
The Expertise and Skills You Bring
- College degree preferred
- Relevant experience in back-office operations of mutual funds preferred
- One or more years of industry related experience in either a brokerage firm, clearing firm or mutual fund company
- Excellent interpersonal and communication skills (written and oral) to engage with contra firms, mutual fund families and internal business partners
- Strong organizational and time-management skills
- Analytical skills and the initiative to tackle complex problems
- Ability to work both independently and within a dynamic team
The Team
The ACAT Settlements team is a part of the Operations and Service Group that supports Asset Services. The team handles the cleanup and closure of ACAT fails for banks, broker dealers and alternate agents, CDSC remittance, Share Lot Aging, and trade rejects. The team works with members across the Mutual Fund and Transfer of Assets groups.
Certifications:
Category:
Brokerage Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please 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.
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Client-provided location(s): Westlake, TX
Job ID: Fidelity-2122948
Employment Type: OTHER
Posted: 2026-02-05T18:52:03
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- HSA
- HSA With Employer Contribution
- Fitness Subsidies
- On-Site Gym
- Pet Insurance
- Mental Health Benefits
- Virtual Fitness Classes
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Flexible Work Hours
- Remote Work Opportunities
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Casual Dress
- Snacks
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
Financial and Retirement
- 401(K)
- 401(K) With Company Matching
- Company Equity
- Performance Bonus
- Relocation Assistance
- Financial Counseling
- Profit Sharing
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Lunch and Learns
- Internship Program
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
Diversity and Inclusion
Company Videos
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