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Brokerage Analyst – Settlement Support

Fidelity Investments · Jersey City, New Jersey, US

Job Description: Brokerage Analyst – Settlement Support Note: Fidelity will not provide sponsorship for this position.

Job description

Job Description: Brokerage Analyst – Settlement Support Note: Fidelity will not provide sponsorship for this position. The Role The Clearing and Settlements Support Analyst provides a very broad range of support functions to correspondents and registered investment advisor clients of Green Pier Fintech LLC. We need you to efficiently apply your knowledge and experience to the problem or task at hand, while having an appreciation of the impact your decisions may have on other partners (i.e., customers, downstream systems, external parties, etc.).. In support of the various clients, we expect you to work closely with other operational departments and technology personnel to achieve straight through processing while minimizing risk, exposure, and errors. The Expertise and Skills You Bring 2-4 years brokerage trading, operations, and/or service experience Series 7 or 99 (or the ability to obtain within 180 days) Advanced Microsoft Excel skills required: ability to independently create VLOOKUPS, pivot tables, formulas, and macros; VBA experience is a plus Attention to detail and high level of precision when executing procedures Effective verbal and written communication skills Ability t...