Senior Analyst, Fixed Income Trade Support

Job Description:

The Role
Fixed Income Trade Support Senior Analyst plays a key role, working alongside Fidelity Underwriters, Traders, and Sales personnel to support critical functions for new issue and secondary products including Municipal bonds, Certificates of Deposit, Unit Investment Trusts, Corporate Notes/Bonds, and Government Sponsored Agencies.

Analysts interact with numerous internal Fidelity business units, other broker dealers, correspondents, and plan sponsors to ensure flawless trading, execution, settlement, and record retention.

• Ensure timely settlement for secondary trade transactions.
•  Ensure timely and accurate processing for customer allocations.
• Ensure timely and accurate Regulatory Reporting.
• Facilitate resolution for electronic trade exceptions including cancellation requests or processing errors.
• Assisting the desks with various record keeping and audit inquiries.
• Vigilantly and continuously trying to identify areas of improvement and be a part of developing the plan to implement change. This is a critical component to the role.

The Expertise and Skills You Bring

• Bachelors Degree preferred
•  SIE, Series 7 and 63 (if not currently registered, such exams must be completed within six months of hire)
• Brokerage industry experience, preferably in trading or back-office operations
•  Work well and have demonstrated the ability to thrive in a fast-paced trading floor environment.
•  You have a strong attention to detail, are proactive, analytical, and able to multitask.
• Effective communication skills a must.
• You must have a 'risk mitigation' mindset.
• Fixed income knowledge is preferred, but not required.
• Bloomberg experience is a plus.
• Strong proficiency with excel.

The Team:

Fidelity Capital Markets is the institutional trading arm of Fidelity Investments, providing trading products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity’s own businesses. Fidelity Capital Markets offers a suite of electronic brokerage products and execution services across multiple asset classes including equities, fixed income, options, and forex, as well as prime brokerage, securities lending, and municipal and bank issued brokered CD underwriting. Our product coverage includes Equity Block Sales/Trading, Program/Electronic Trading, SAM Trading, International Equity Trading, Prime Brokerage, Soft Dollars, and New Accounts.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You 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’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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 Accommodation Team by sending an email to accommodations@fmr.com.