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Operational Analyst, Team Lead

Company: Fidelity Investments
Location: Jersey City
Posted on: September 19, 2023

Job Description:

Job Description:The Operations and Services Group (OSG) Treasury: Cash Management Services division provides cash management and banking products, operations, and advisory services in support of the various lines of business.
The RoleWe are looking for a team-focused Operational Analyst, Team Lead to provide processing oversight within our Funds Transfer International function. As a Team Lead, you will be responsible for ensuring foreign currency wire payments and investigations are being processed within our policy and procedures, accurately and within our service level agreements. You will be able to drive change through implementing process improvements and system enhancements that will increase processing efficiency, quality and reduce firm risk.
Responsibilities include:

  • Provide supervisory support within the department
  • Subject matter expert that will manage wire payment and investigation processing
  • Manage escalated issues in a timely manner and to resolution
  • Manage relationships with internal and external business partners
  • Process foreign currency wires
  • Process International Stock Option Plan settlements and investigations
  • Maintain up to date policy and procedures for key functions performedThe Expertise and Skills You Bring
    • 5+ years of working in Operations and/or Business Analysis
    • Highly detailed oriented and ability to work in a fast-paced environment
    • Strong written, verbal, and interpersonal communication skills
    • Ability to handle and resolve complex money movement issues
    • Develop relationships with internal and external business partners, including our Client Experience teams, Margin, Technology and Vendor Banks
    • Strong decision-making skills
    • Ability to work independently and in a team setting
    • FINRA Series 99 required; within 90 days of hireThe TeamThe Funds Transfer International division supports timely and accurate Money Movement related foreign currency transaction processing while adhering to policy, procedures, and regulatory guidelines. The team also performs settlements and all related wire investigations for Workplace Investing s International Stock Option Plan participant redemptions.Please see below for the salary range for work locations in Colorado only:N/A

      Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:$66,000 - $83,000 per year

      This position is eligible for incentive compensation or an annual bonus opportunity.

      Please see below for the salary range for work locations in California only:N/A

      Please see below for the salary range for work locations in Washington only:N/A

      Certifications:Company OverviewFidelity 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 UsAt 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--, we have been recognized by our employees as a Best Place to Work in 2023. 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.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling \u201C\u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.We invite you to--Find Your Fidelity--at--.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--, or by calling 800-835-5099, prompt 2, option 3.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 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.

Keywords: Fidelity Investments, Jersey City , Operational Analyst, Team Lead, Professions , Jersey City, New Jersey

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