Fidelity

Fidelity

Associate Analyst, Bank Loan

Merrimack, NH · Full-time

No sponsorshipDetected 4 hours ago
Data VisualizationAccountingExcel

Responsibilities

  • Collaborate within team environment to successfully manage daily work volumes and quality standards.

Requirements

  • Experience with platforms like ClearPar, WSO, LoanIQ, ACBS, or similar.
  • 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.

Nice to have

  • Note: Fidelity will not provide immigration sponsorship for this position.
  • Resolve escalated issues, which could have significant impact on daily operations.
  • Assist with development and review for new and/or changes to departmental policies and procedures.
  • The Expertise and Skills You Bring Bachelor's degree preferred but not required.
  • Financial services industry experience.
  • Deep understanding of syndicated loans, bilateral loans, and secondary loan trading.
  • Well-versed with LSTA/LMA standards and documentation.
  • Expertise in trade capture, confirmation, settlement, and reconciliation.

Compensation

  • Understanding of delayed compensation rules and settlement timelines.

Company info

  • As part of Fidelity Fund and Investment Operations (FFIO) business unit, the Bank Debt Operations group is responsible for facilitating the processing, distribution, and reconciliation of Bank Debt transactions in support of Accounting and Trading.
  • This role requires great attention to detail, the ability to work in a time sensitive environment and the ability to "think outside of the box." In addition to the technical aspect of the role, the Representative also performs project work, looks for process improvements, partakes in training and development opportunities and is part of a larger team effort.
  • Depending on the project that the analyst supports, the work hours may vary from early morning shifts to more standard work hours.
  • The ability to work overtime and be flexible is strongly encouraged.
  • Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
  • Currently, some roles and locations require 100% onsite presence, while others require less.
  • Onsite expectations are likely to evolve as the rollout continues.
  • This transition does not apply to fully remote roles.
  • Certifications: Category: Investment Operations Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
  • Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
  • At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want!
  • We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
  • For information about working at Fidelity, visit FidelityCareers.com.

Equal opportunity

  • equal opportunity employer.
  • To initiate a request for an accommodation please contact the following:
  • For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2

Visa & Work Authorization

  • Job Description: Note: Fidelity will not provide immigration sponsorship for this position.
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This listing is sourced directly from Fidelity's careers page and normalized into a canonical job model.