Associate Analyst, TA Treasury Operations
Fidelity Investments
full-time
Posted on:
Location Type: Hybrid
Location: Westlake • New Hampshire • Texas • United States
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About the role
- The TA Treasury Operations Associate Analyst acts as a subject matter expert within the money movement team.
- Responsible for monitoring key banking processes and escalating operational issues as needed.
- Maintain strong communication with both internal stakeholders and external banking partners.
- Process stop‑payment requests on checks and review intraday and prior‑day bank account balances.
- Review, analyze, and process banking service charges for transfer agent bank accounts.
Requirements
- Bachelor’s degree preferred
- Working knowledge of Microsoft Office
- Strong analytical, critical‑thinking, and problem‑solving skills
- Ability to manage multiple tasks in a fast‑paced environment with tight deadlines
- Strong attention to detail with excellent verbal and written communication skills
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
banking processesstop-payment processingbank account balance analysisbanking service charge review
Soft Skills
analytical skillscritical-thinking skillsproblem-solving skillscommunication skillsattention to detailtime management
Certifications
Bachelor’s degree