Sr. Analyst, Prime Account Management

Job Description:

The Role

The Associate Account Management role requires a highly motivated team player with brokerage industry experience.  The Associate Account Manager is responsible for supporting the overall relationship along with the associated custody and portfolio finance activities of hedge fund clients. 

 

 

The Purpose of Your Role

Serving as a conduit between the hedge fund and Fidelity, the Associate Account Manager acts as an extension of our client’s team by delivering portfolio finance solutions, brokerage support, world class service and value-added products.  Additionally, the Associate Account Manager will develop and maintain professional working relationships with various business groups within Fidelity and be exposed to risk and technology projects/reviews.   While working in a brokerage environment, the associate will develop an understanding of trading/reporting systems, regulatory requirements, risk awareness, compliance rules, internal and external institutional entities and financial markets.

 

The Team

This associate will be an integral part of our customer facing Prime Services team. The Prime Service business has experienced tremendous growth over the last several years. Our team services high touch and highly active hedge fund clients. We are focused on promoting our offering through securities lending, treasury, margin financing and operational support to our hedge fund clients. 

 

The Expertise You Have

• Bachelor’s degree
• Strong time management, prioritization skills
• 1 to 2 years financial services experience; Customer sales or service experience preferred
• Experience with prime brokerage, securities lending, sales or operations preferred
• Microsoft Office applications, particularly Excel
• Series 7 & 63 will be required

The Skills You Bring

• Your excellent communication skills and the ability to thrive in a fast-paced environment
• Your demonstrated ability to proactively identify, analyze and solve problems
• You have an ambitious nature with an entrepreneurial disposition
• Your attention to detail in high pressure situations
• Your ability to liaise with multiple departments (legal, regulatory, trading, operations, etc.) to create solutions for our customers
• Strong understanding of basic accounting principles, brokerage accounting, and securities settlement and custody

The Value You Deliver

• Analyzing client holdings, finding opportunities and driving the sales and client education process from end to end
• Providing tremendous client service and support to Prime Service clients
• Maintaining and demonstrating relationships with participating clients, intermediaries and internal business partners
• Developing a strong understanding of the regulatory rules governing our business

 

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want!  We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.  Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Certifications:

Category:

Brokerage Operations

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every oth