Fidelity Investments Job - 30312715 | CareerArc
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Company: Fidelity Investments
Location: Jersey City, NJ
Career Level: Associate
Industries: financial services


This is a Senior Financial Analyst role within Fidelity Institutional Finance supporting the control environment for Fidelity's Clearing and Custody Services (FCCS) Billing. The primary objective of this role is ensuring the ongoing integrity of FCCS's billing processes across all business segments- Broker/Dealer, Registered Investment Advisor and Institutional Custody business's.

The Team

This position is part of the FCCS Billing Controls team responsible for sustaining and improving the FCCS Billing Control environment.

The Expertise You Have

  • Bachelor's degree required (Finance/Accounting Preferred)
  • 5-7 years of financial services, controllership and/or audit experience
  • Must be able to demonstrate strong investigative and analytical skills
  • Must be able to demonstrate the ability to identify, improve and implement effective process changes
  • Must be proficient with MS excel tables, formatting and calculations required
  • Understanding of brokerage industry is a plus
The Skills You Bring
  • Your ability to identify financial risks within a process and recommend solutions to enhance controls
  • Your clear and concise verbal and written communication skills to summarize and present findings in an organized and professional manner
  • Your ability to develop effective relationships within immediate group and with business partners through reliable execution
  • You intellectual curiosity to investigate discrepancies and resolve errors
  • Your ability to work in a team environment
  • Your ability to multi-task and prioritize
  • Your solid knowledge of financial tools (Excel, Business Objects)
The Value You Deliver
  • Performing daily/weekly/monthly operational controls to support the integrity of client billing
  • Managing and monitoring improvement actions to measure the success of changes and enhancements
  • Validating adherence to existing controls
  • Identifying and investigating root cause issues and working to implement preventative measures
  • Understanding how various transactions impact others, both upstream and downstream
  • Conducting detailed reviews to ensure an accurate flow of revenues and expenses through to the customer
  • Supporting internal and external audit inquiries for FCCS Billing
  • Partnering with business and technology partners to resolve complex issues
  • Partnering with the FCCS Billing team to drive quality improvement in identified risk areas

At Fidelity, we are focused on 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

Fidelity Investments is an equal opportunity employer.

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