Senior Analyst, Bank Debt Operations
Yesterday• Jersey City, NJ
Merrimack, NH
Job Description:
The Role
The Senior Analyst, Bank Debt Operations will perform and review all tasks associated with the Bank Debt Group including (but not limited to) trade settlements, fail management, and accounting processing.
- Resolve escalated issues, which could have significant impact on daily operations.
- Provide exceptional service to various business partners.
- Participate in future project opportunities and facilitate change in a rapidly developing environment.
- Assist with development and review for new and/or changes to departmental policies and procedures.
- Collaborate within team environment to successfully manage daily work volumes and quality standards.
- Lead team members through daily work and providing oversight as well as training newer associates on tasks.
The Expertise and Skills You Bring
- Bachelor's degree preferred but not required.
- Financial services industry experience.
- Deep understanding of syndicated loans, bilateral loans, and secondary loan trading.
- Well-versed with LSTA/LMA standards and documentation.
- Expertise in trade capture, confirmation, settlement, and reconciliation.
- Understanding of delayed compensation rules and settlement timelines.
- Experience with platforms like ClearPar, WSO, LoanIQ, ACBS, or similar.
- Strong Excel skills (VLOOKUP, pivot tables, macros); familiarity with workflow tools (e.g., Alteryx, Tableau, Power BI) is a plus.
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Note: Fidelity will not provide immigration sponsorship for this position.
The Team
As part of Fidelity Fund and Investment Operations (FFIO) business unit, the Bank Debt Operations group is responsible for facilitating the processing, distribution, and reconciliation of Bank Debt transactions in support of Accounting and Trading. This role requires great attention to detail, the ability to work in a time sensitive environment and the ability to "think outside of the box." In addition to the technical aspect of the role, the Representative also performs project work, looks for process improvements, partakes in training and development opportunities and is part of a larger team effort. Depending on the project that the analyst supports, the work hours may vary from early morning shifts to more standard work hours. The ability to work overtime and be flexible is strongly encouraged.
The base salary range for this position is - per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
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.
Certifications:
Category:
Investment Operations
Client-provided location(s): Jersey City, NJ, Merrimack, NH
Job ID: Fidelity-2118862
Employment Type: OTHER
Posted: 2025-10-01T23:42:11
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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