Senior Analyst, Accounts and Commission Management

Company: Soteria Reinsurance Ltd.
Location: Boston
Posted on: May 29, 2025

Job Description:

Senior Analyst, Accounts and Commission Management page is loadedSenior Analyst, Accounts and Commission ManagementApply locations Boston, MA time type Full time posted on Posted 7 Days Ago job requisition id 2112037Job Description:The RoleThe Operations Senior Analyst is responsible for quality service and operational support to the New Accounts and Commission Management groups! Additionally, the analyst must be able to build and maintain professional working relationships with various business groups within Fidelity as well as maintain external client relationships.

• Administer Fidelity Institutional Commission Management program to facilitate clients using commission dollars to fund investment research and other related activities. Responsibilities include working with business channels for vendor relations, invoice approvals and processing, client statement analysis and production, and issue resolution
• Interact with clients in service of their different data aggregation vendors to add invoices, trade information and resolution of issues
• Assist with creation and maintenance of new institutional accounts for Fidelity Capital Markets Sales desks while following policies and procedures in place
• Review client documentation to confirm completion as well as ability to resolve any issues and accurately input information
• Assist in the billing process as a liaison between the business, finance, accounting, and the client
• Assist in project work and reportingThe Expertise and Skills You Bring
  • 2-3 years of Brokerage Operations experience
  • Bachelor's degree required
  • FINRA Brokerage licenses 7 & 63 required
  • Interpersonal skills and the ability to process work accurately with attention to detail
  • Excellent computer skills and Microsoft Office proficient
  • Ability to multi-task with many different systems. Fidelity systems experience a plus
  • Ability to work in a fast-paced environment with frequent interruptions and the skills to multi-task with many different systems
  • Working independently to resolve reoccurring problems and call out more difficult issues
  • An ability to work in a small team environmentThe TeamFidelity Capital Markets (FCM) is the institutional trading arm of Fidelity Investments, providing trading products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity's own businesses. FCM offers a suite of electronic brokerage products and execution services across multiple asset classes including equities, fixed income, options, and forex, as well as prime brokerage, securities lending, and municipal and bank issued brokered CD underwriting! Our product coverage includes Equity Block Sales/Trading, Program/Electronic Trading, SAM Trading, International Equity Trading, Prime Brokerage, Soft Dollars, and New Accounts.Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Brokerage OperationsFidelity's 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.
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Keywords: Soteria Reinsurance Ltd., West Hartford , Senior Analyst, Accounts and Commission Management, Professions , Boston, Connecticut