Prime Trading Senior Analyst
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Job Location:
Boston, NH - USA
Yearly Salary:
$ 70000 - 100000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description:
The Role
The Prime Trading team spans support across Levered SMA FOS & Prime Services businesses. This position will primarily support our Levered SMA offering. As a vital member of our client-facing team this individual will act as a central point of contact engaging with asset managers Registered Investment Advisors (RIAs) and various business partners to deliver comprehensive Levered SMA solutions. This role requires attention to detail strong communication abilities and a dedicated focus on client excellence to foster strong relationships and ensure operational efficiency. It involves collaboration with external clients and a diverse range of internal departments within and beyond Fidelity Capital Markets including legal risk compliance operations product management service and relationship management driving the growth and strategic development of the Levered SMA offering.
- Assist in establishing the Levered SMA team as a point of contact for internal Fidelity teams as well as with external Asset Managers RIAs and Business partners escalating complex situations as needed.
- Provide support and education to internal counterparts managers and clients on Levered SMA related matters
- Help build and maintain positive working relationships with key stakeholders across Fidelity and with external parties.
- Serve as a primary daily coverage contact for Levered SMA managers and clients triaging the team inbox responding to client inquiries and escalating time-sensitive requests appropriately.
- Support new LSMA Prime clients including coordinating incoming wire transfers asset transfers and addressing inquiries to ensure a smooth funding experience.
- Monitor and coordinate resolution of margin calls working with clients and internal teams to ensure timely and compliant action.
- Identify potential risks and operational improvements within the platform.
- Contribute to efforts in driving automation and scalability to reduce costs and mitigate risks.
- Assist in supporting business development and implementation efforts through client interactions escalating complex issues to senior team members.
The Expertise and the Skills You Bring
- Series 7 63 licensed
- Bachelors degree Finance Accounting & Economics
- 1-2 years financial industry experience
- Brokerage Experience
- Ability to communicate and interact effectively across the organization.
- Collaborative and team-oriented
- Self-Motivated and Diligent
- Ability to balance and prioritize multiple responsibilities under tight deadlines
The Team
Fidelity Capital Markets is the institutional trading arm of Fidelity Investments. FCM provides critical brokerage capabilities as a utility for Fidelitys channels and customers as well as our external institutional clients.
Note: Fidelity will not provide immigration sponsorship for this position.
The base salary range for this position is $70000 - $100000 per year.Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation.
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.
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.
Certifications:
Series 07 - FINRA Series 63 - FINRACategory:
Capital Markets ProductRequired Experience:
Senior IC
Key Skills
- Splunk
- IDS
- Microsoft Access
- SQL
- Cybersecurity
- Intelligence Experience
- Malware Analysis
- Tableau
- Analysis Skills
- SAS
- Data Analysis Skills
- Analytics
About Company
The benefits you provide are about more than your workplace. They’re about life. Together, let’s create a program that meets the changing needs of your employees and your business.
