Job Description:
The Role
The Associate Account Management role requires a highly motivated self starter, a team player with brokerage industry experience.The Associate Account Manager is responsible for supporting the overall relationship along with the associated portfolio finance, brokerage and custody activities of hedge fund clients.Serving as a conduit between the hedge fund and Fidelity, the Associate Account Manager acts as an extension of our clients' 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.
- Analyzing client holdings, finding opportunities and driving the sales and client education process from end to end
- Providing tremendous client service and support to Fidelity Prime Services clients
- Building and maintaining relationships with participating clients, intermediaries and internal business partners
- Developing a broad understanding of the regulatory rules governing our business
The Expertise and Skills You Bring
- 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
- Excellent communication skills and the ability to thrive in a fast-paced environment
- Demonstrated ability to proactively identify, analyze and solve problems
- An ambitious nature with an entrepreneurial disposition
- Attention to detail in high pressure situations
- Ability to liaise with multiple departments (legal, regulatory, trading, operations, etc.) to create solutions for our customers
- A strong understanding of basic accounting principles, brokerage accounting, and securities settlement and custody
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 focus on promoting our offering through securities lending, treasury, margin financing and operational support to our hedge fund clients.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
