Associate, Reconciliations
WealthsimpleSalary not specified
Full Time
Entry Level & New Grad, Junior (1 to 2 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Asset ManagementIndustries
Requirements
- Bachelor’s Degree (Accounting or Finance preferred)
- A minimum of five years of related experience; Reconciliation or Fund Accounting experience strongly preferred
- Strong knowledge of investment operations or mutual fund accounting
- Strong understanding of accounting principles and internal controls over financial reporting preferred
- Demonstrated team leadership or direct management preferred
- Proven ability to balance multiple priorities at once
- Highly self-motivated, flexible, and quality focused individual with excellent organizational skills
- Excellent verbal and written communication skills
- Effective at managing internal relationships and building successful partnerships
- Experience with internal Fidelity systems (e.g., InvestOne, FCR, OLE’s, and Jira) required
- Ability to take initiative and work without too much direction while exhibiting both independent thinking and good judgment
- Ability to effectively identify and assess the risks impacting the firm's control environment
- Ability to analyze data and implement solutions to streamline business processes
- Detail oriented while maintaining a broad view of business objectives
Responsibilities
- Manage an established team of 5+ entry level associates currently reporting to a Senior Manager
- Coach, develop, and lead others to build a culture of associate engagement and deliver exceptional business results
- Motivate others to achieve their goals and embrace feedback
- Partner with peer managers to build a positive and engaging site culture and associate experience
- Focus on ad hoc projects related to developing, streamlining, and/or modernizing the processes and tools supporting recon infrastructure
Skills
Reconciliation
Fund Accounting
Investment Operations
Mutual Fund Accounting
Accounting Principles
Internal Controls
Team Leadership
Process Streamlining
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