Analyst, Cash Management at Fidelity Investments

Merrimack, New Hampshire, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset ManagementIndustries

Requirements

Ability to work in a deadline-oriented environment while multitasking within a tight timeframe
Can work independently and in a global team environment
Strong analytical skills
Effective communication skills
Motivated and ability to take initiative
B.S./B.A. in finance/accounting/business administration
Minimum of 2 years of experience in the financial services industry, with strong preference for Investment Operations

Responsibilities

Provide accurate and timely cash availability to spend information to Portfolio Managers and Traders
Monitor, analyze and execute fund borrowings to minimize overdrafts for the funds
Maintain relationships with internal (trading desks, other FFIO business units, FMR Treasurer’s office, Transfer Agents, etc.) and external business partners (custodian banks)
Validate and confirm all projected cash settlements to ensure accuracy for investment decisions
Drive the worldwide cash settlement process by collaborating directly with trading desks
Manage the relationship with the extensive custodian bank network
Coordinate internally with groups such as Fund Accounting, Trade Operations, Corporate actions and the Treasurer’s Office to maintain smooth daily operations

Skills

cash management

cash settlements

analytical skills

financial services

investment operations

fund accounting

trade operations

communication skills

multitasking

relationship management

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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