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Job Details

Senior Investment Analyst

Company name
Fidelity Brokerage Services LLC

San Francisco, CA, United States

Employment Type

Finance, Business Analyst, Trading

Posted on
Feb 23,2019

Apply for this job


Senior Investment Analyst','1901509','!*!Do you want to work for a fast paced, entrepreneurial organization where people make the difference? Do you have experience building client relationships, following market trends and executing trades? Join us in this client-facing role that is critical to the success of the Fidelity Family Office Services (FFOS) business as we help clients fulfill their investment needs. The Investment Analyst will help our clients navigate Fidelity on the investment and trading areas and work as part of a client team which includes the Relationship Manager and a Client Service Manager.  The Expertise We’re Looking For Bachelor’s degree5 years of industry experience in high net worth brokerage or similar business 2 years of trading experience with an understanding of trading systems and BloombergSeries 7 and 63 licenses requiredExisting or progress toward CFP or CFA credential preferredThe Purpose of Your Role The Investment Analyst will assist FFOS clients during daily interactions while organizing client needs across the Fidelity organization. The FFOS team serves the single-family office, multi-family office and ultra-high net worth investor segments. The Analyst will be part of a team that provides objective investment guidance and access to investment products to support the needs of family office executives. You will manage and execute trading requests, provide portfolio analytics and help to monitor and support client accounts.  The Skills You BringYour superior client interaction skillsYou are knowledgeable about brokerage products and servicesYour strong knowledge of equity and fixed income marketsYou are a high achiever, team player and goal orientedYou can communicate effectively within all levels of the organizationYour ability to handle simultaneous projects, often with tight deadlinesYou are interested in advancing your career with FFOS The Value You DeliverTrade settlement and trade operationsBasic trading including both equity and fixed incomePresentation preparationProduce portfolio analytics including equity and fixed income analysis on a regular basisProactive client development both internal and externalPrepare financial planning materials for clientsCash management specialistResponsible for competitive analysis, pricing comparisonsResponsible for monitoring FFOS client accounts for corporate action and margin itemsImplementationCoordination across the complexHow Your Work Impacts the Organization Fidelity Family Office Services is the business unit that provides custody, brokerage, investment and reporting services to family offices, wealthy families and the advisors that support them. Through a combination of service, product, and technology we provide an integrated solution unique to the Family Office marketplace.  FFOS is a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance, exceptional service, integrity, and security. We provide services to more than 350 family office clients across the country. We have a strong culture of engagement, service execution and employee recognition. Click here to learn more about the FFOS culture:','!*!Company Overview  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. For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer.

','Investment Management','US-CA-San Francisco','','Full-time','Director','Bachelor's Degree (±16 years)','Standard','Exempt','Exempt','No','Senior Investment Analyst

Company info

Fidelity Brokerage Services LLC
Website :

Company Profile
Fidelity Investments has a rich and proud history. From our roots as a small mutual fund company, Fidelity has grown to become a leading provider of a wide range of services, including investment management, retirement planning, brokerage, and human resources and benefits outsourcing services.

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