Analyst, Reconciliation
Analyst, Reconciliation
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Description:
The Role
Are you proactive motivated and interested in a mobility/career vitality opportunity Then interview for a role with the Tax Documentation Team!
The Expertise and Skills You Bring
- Strong Microsoft Office skills required
- Excellent communication skills required
- Knowledge of reclaims relief at source strongly preferred
- Familiarity with fund types and structures preferred
- Bachelors degree or related coursework strongly preferred
- Knowledge of various types of reclaim and relief at source document processing preferred
- Highly motivateda self-starter who is eager to learn and does not have a not my job mentality
- Strong interest in relationships and informal leadership
- Communication skills including with senior leaders and business partners
- Ability and desire to help effect cultural change to influence the team to work in more Agile/flexible ways
- Able to manage deadlines and well organized
- Ensuring tax reclaim and relief at source documents are filed with the market before the statute of limitation
- Handling adhoc assignments
- Assisting team with onboarding new processes
- Documenting new processes in very clear procedures
- Assist with developing controls
The Team
Fidelity Fund & Investment Operations (FFIO) provides accounting and investment management support services for retail and institutional mutual funds and other retail and institutional investment products. FFIOs Global Middle Office is seeking a highly motivated analyst to fill a crucial role within the tax documentation department. The tax documentation analyst is responsible for completing tax reclaim and relief at source documents for several foreign markets and submitting those documents to various custodian banks. In this role the analyst will interact with internal and external business partners as well as custodian banks.
Certifications:
Category:
Investment OperationsFidelitys 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 other week (all business days M-F) in a Fidelity office.
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.
Required Experience:
IC
Employment Type
Full-Time
