Associate Account Manager

Job Description: The Role The Associate Account Management role requires a highly motivated self starter, a team player with brokerage industry experience. The Associate Account Manager is responsible for supporting the overall relationship along with the associated portfolio finance, brokerage and custody activities of hedge fund clients. Serving as a conduit between the hedge fund and Fidelity, the Associate Account Manager acts as an extension of our clients' team by delivering portfolio finance solutions, brokerage support, world class service and value-added products. Additionally, the Associate Account Manager will develop and maintain professional working relationships with various business groups within Fidelity and be exposed to risk and technology projects/reviews. While working in a brokerage environment, the associate will develop an understanding of trading/reporting systems, regulatory requirements, risk awareness, compliance rules, internal and external institutional entities and financial markets. Analyzing client holdings, finding opportunities and driving the sales and client education process from end to end Providing tremendous client service and support to Fidelity Prime Services clients Building and maintaining relationships with participating clients, intermediaries and internal business partners Developing a broad understanding of the regulatory rules governing our business The Expertise and Skills You Bring Bachelor’s degree Strong time management, prioritization skills 1 to 2 years financial services experience; Customer sales or service experience preferred Experience with prime brokerage, securities lending, sales or operations preferred Microsoft Office applications, particularly Excel Series 7 & 63 will be required Excellent communication skills and the ability to thrive in a fast-paced environment Demonstrated ability to proactively identify, analyze and solve problems An ambitious nature with an entrepreneurial disposition Attention to detail in high pressure situations Ability to liaise with multiple departments (legal, regulatory, trading, operations, etc.) to create solutions for our customers A strong understanding of basic accounting principles, brokerage accounting, and securities settlement and custody The Team This associate will be an integral part of our customer facing Prime Services team. The Prime Service business has experienced tremendous growth over the last several years. Our team services high touch and highly active hedge fund clients. We focus on promoting our offering through securities lending, treasury, margin financing and operational support to our hedge fund clients. Certifications: Category: Brokerage Operations Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. 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 please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy