Trust Business & Reporting Analyst
Marketing / Communications / PR
Full Time
The Role
Join us as a Trust Business & Reporting Analyst at Fidelity Investments in Merrimack, NH! This is an outstanding opportunity to showcase your Microsoft Excel and project management abilities by managing impactful projects and crafting outstanding business and performance reports.
Primary Responsibilities
We are an ambitious and collaborative team dedicated to delivering world-class services and solutions. Our team's success is driven by our relentless dedication to our clients and our new way of approaching business. We interact with various collaborators, ensuring that we deliver strictly the best outcomes. Join us and be part of a proven, industry-leading team!
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.
Company Overview
At Fidelity, we are passionate about 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. 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. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy.
For information about working at Fidelity TalentSource, visit FTSJobs.com.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accommodation.
The hourly pay rate range for this position is $35.00 – $60.00 per hour.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors
Join us as a Trust Business & Reporting Analyst at Fidelity Investments in Merrimack, NH! This is an outstanding opportunity to showcase your Microsoft Excel and project management abilities by managing impactful projects and crafting outstanding business and performance reports.
Primary Responsibilities
- Identifying, crafting, and implementing improvements to our current management, board of director, and committee reporting packages.
- Managing large data sets in Excel and developing reports for various collaborators.
- Assessing current process documentation to identify gaps or needs versus what is available in our new trust platform.
- Coordinating and facilitating project meetings, ensuring detailed execution and timely delivery of projects.
- Detailing business requirements and managing project plans.
- Education: Bachelor's degree required or equivalent experience.
- Experience: 3-5 years in the financial services industry. Prior experience at a trust company would distinguish the candidate. Experience working in and/or generating reporting in Salesforce would be advantageous.
- Skills: Strong organizational, project management, and communication skills. Proficiency in Excel is essential; experience with PowerBi is a plus.
We are an ambitious and collaborative team dedicated to delivering world-class services and solutions. Our team's success is driven by our relentless dedication to our clients and our new way of approaching business. We interact with various collaborators, ensuring that we deliver strictly the best outcomes. Join us and be part of a proven, industry-leading team!
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.
Company Overview
At Fidelity, we are passionate about 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. 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. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy.
For information about working at Fidelity TalentSource, visit FTSJobs.com.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accommodation.
The hourly pay rate range for this position is $35.00 – $60.00 per hour.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors