Analyst, Fidelity Digital Assets® Account Management at Fidelity Investments

Westlake, Texas, United States

Fidelity Investments Logo
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Digital Assets, CryptocurrencyIndustries

Requirements

  • Strong attention to detail & analytical skills
  • Willingness to learn and understand procedures and controls
  • Willingness to learn how to support testing in UAT & Production environments
  • Relationship building skills across team, business units, and global peers
  • Strong process management & decision-making skills
  • Excellent interpersonal, verbal, and written communication skills
  • Ability to work well on global teams and in fast-paced, cross-collaborative environments
  • Ability to think ahead, anticipate questions, plan for contingencies, and find alternative solutions
  • Success in navigating and thriving in a dynamic, growing new business
  • Good problem-solving skills while maintaining good attention to detail
  • Motivated and show desire to learn about the business and new technologies

Responsibilities

  • Accurately set up and maintain accounts in several systems for all Fidelity Digital Assets® product offerings
  • Work closely with the Client Service team, Custody Operations, Execution Services, Implementation Managers, and the technology team to ensure client requirements are met
  • Process new account applications and maintenance forms for Fidelity Digital Assets®
  • Prioritize and handle critical issues/exceptions received from Client Service Managers or Implementation Managers
  • Participate in a monthly process to generate and distribute Account statements and Invoices
  • Participate in various projects and operational improvement initiatives focused on improving existing workflow, quality, efficiency, and policy & procedures
  • Deliver superior results quickly and efficiently, utilizing effective time management skills
  • Drive innovation through curiosity and comprehensive understanding of business processes and challenges
  • Share best practices and drive successful results as a collaborative and resourceful team member

Skills

attention to detail
analytical skills
process management
problem-solving
UAT testing
relationship building
communication skills
time management
decision-making

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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