Job Description
The Role The Senior Analyst Corporate Actions provides critical production support within the Global Corporate Actions Team. In this role you will manage daily operational responsibilities including client inquiry resolution project and process improvement initiatives risk management activities and the intake and implementation of new products and services-such as fund launches and event oversight. You will also perform additional tasks that support the broader Production teams.
This position requires frequent engagement with partners across the Fidelity organization representing the business effectively to internal stakeholders external clients and key business partners.
The Expertise and Skills You Bring
3 years of financial services experience ideally within an asset manager or custodian bank with exposure to corporate actions and mutual fund operations 2 years of experience directly related to Corporate Actions and/or Mutual Fund Accounting Bachelors degree required Proficiency across core functions of corporate actions research solicitation and processing Strong understanding of custody operations mutual fund processes and the financial services landscape including securities processing cash movements industry standards and regulatory requirements Experience with transaction processing including escrow of holdings and foreign currency exchange Ability to resolve high-priority issues raised by all lines of Asset Management FMR FIC FMTC SAI FIAM Geode as well as External Managers Knowledge of downstream impacts workflows and system dependencies across internal and external partners Demonstrated ability to partner with management to identify and implement operational improvements Strong awareness of risk exposure within processes and an ability to propose effective mitigation strategies Excellent written and verbal communication skills for interacting with key business partners Leadership qualities with the capability to oversee daily workflow and support team success
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Global Corporate Actions team oversees all aspects of corporate action research and processing for assets across approximately 2 trillion in assets under management. This includes corporate actions that may impact securities valued at more than 1 billion at any given time.
As part of the Global Middle Office, the team serves as a centralized support hub for FMR Co.s global trading desks-facilitating trade confirmation and settlement with brokers and custodians delivering daily cash estimates to Trading, coordinating corporate action elections, ensuring timely income collection for the Funds, resolving complex position breaks, and supporting securities lending operations.
Certifications
Category: Investment Operations
Most roles at Fidelity are Hybrid requiring associates to work onsite every other week, all business days M-F in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities investment and retirement-related financial activities, and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.