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60 Fidelity Investments Operations Analyst Jobs Hiring Near You

Fidelity Investments

Financial Analyst

Boston, MA · On-site

$67K - $127K/yr

... operations. 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 ...

Fidelity Investments

Financial Analyst

Boston, MA · On-site

$67K - $127K/yr

... operations. 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 ...

Fidelity Investments

Audit Senior Analyst

Merrimack, NH · On-site

Fidelity will not provide immigration sponsorship for this position. The Role Are you looking for a ... Leverages audit automation tools in the evaluation of business operations and systems. * Performs ...

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Fidelity Jobs Information

Do workers at Fidelity Investments get paid breaks?

Yes. Most people get paid breaks.
86% of people say they get paid breaks.
Based on data from 88 people who took the Breakroom Quiz between August 2025 and August 2026.

Does Fidelity Investments pay people when they’re sick?

Yes. Most people get paid when they’re sick.
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 115 people who took the Breakroom Quiz between August 2025 and August 2026.

At Fidelity Investments, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
88% of people say they have to use vacation days when they’re out sick.
Based on data from 111 people who took the Breakroom Quiz between August 2025 and August 2026.

Is the health insurance from Fidelity Investments affordable enough for their workers?

Most people say the health insurance costs are okay.
93% of people say the health insurance costs are okay
Based on data from 115 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people get paid time off at Fidelity Investments?

Most people get paid time off work.
98% of people say they get paid time off.
Based on data from 121 people who took the Breakroom Quiz between August 2025 and August 2026.

How far ahead of time do people find out their work schedule?

Only some people find out their schedule four weeks ahead of time.
  • 15% of people with changing schedules find out their shifts one week or less ahead of time.
  • 15% of people with changing schedules find out their shifts two weeks ahead of time.
  • 12% of people with changing schedules find out their shifts three weeks ahead of time.
  • 59% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 34 people who took the Breakroom Quiz between April 2025 and March 2026.

Do workers at Fidelity Investments worry about hours?

Most people don’t worry about getting enough hours.
95% of people report they don’t worry about getting enough hours.
Based on data from 129 people who took the Breakroom Quiz between November 2024 and August 2026.

Do Fidelity Investments workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
43% report that they don’t have enough control over which shifts they work.
Based on data from 123 people who took the Breakroom Quiz between November 2024 and August 2026.

How easy is it for Fidelity Investments workers to change shifts?

Some people find it hard to change shifts.
45% of people report that it’s hard to change shifts if they need to.
Based on data from 76 people who took the Breakroom Quiz between November 2024 and August 2026.

How easy is it to get time off at Fidelity Investments?

Most people find it easy to get time off.
85% of people report it’s easy to get time off.
Based on data from 111 people who took the Breakroom Quiz between August 2025 and August 2026.

Do Fidelity Investments managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
97% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 144 people who took the Breakroom Quiz between November 2024 and August 2026.

Do jobs at Fidelity Investments spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
11% of people report that their job takes up time that they don’t get paid for.
Based on data from 141 people who took the Breakroom Quiz between November 2024 and August 2026.

How easy is it to take sick days at Fidelity Investments?

Most people find it easy to take sick days.
92% of people report that it’s easy to take time off if they are sick.
Based on data from 115 people who took the Breakroom Quiz between August 2025 and August 2026.

Is a Fidelity Investments job good for students?

Most students say this is a good place to work if you’re studying.
94% of students report this is a good place to work if you’re studying.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and February 2026.

Is working at Fidelity Investments good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
98% of people who care for a child or other relative report this is a good place to work.
Based on data from 40 people who took the Breakroom Quiz between August 2025 and July 2026.

Do people at Fidelity Investments feel treated with respect by their managers?

Most people feel treated with respect by their managers.
90% of people say they’re treated with respect by their managers.
Based on data from 114 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people at Fidelity Investments get to take their breaks without interruption?

Most people get breaks without interruption.
99% of people report that they get to take their breaks without interruption.
Based on data from 117 people who took the Breakroom Quiz between August 2025 and August 2026.

Is it stressful to work at Fidelity Investments?

Most people feel stressed here.
69% of people say they often feel stressed at work.
Based on data from 112 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people at Fidelity Investments enjoy their jobs?

Most people enjoy their job.
71% of people report they enjoy their job.
Based on data from 103 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people at Fidelity Investments recommend working with their team?

Only some people recommend working with their team.
38% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 122 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people get enough training when they start at Fidelity Investments?

Most people got enough training when they started.
85% of people report they got enough training when they started working here.
Based on data from 117 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people get support to advance at Fidelity Investments?

Most people are given support to advance their career here.
In the last year, 83% of people report being given support to advance their career here.
Based on data from 108 people who took the Breakroom Quiz between August 2025 and August 2026.

Do people think Fidelity Investments’s headquarters understands what’s happening where they work?

Some people think headquarters doesn’t understand what’s happening where they work.
56% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 96 people who took the Breakroom Quiz between August 2025 and August 2026.

Do workers feel well informed about how Fidelity Investments is doing?

Most people feel well informed about how the company is doing.
83% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 109 people who took the Breakroom Quiz between August 2025 and August 2026.

What other companies are hiring for Operations Analyst jobs?

What are the most popular jobs at Fidelity Investments?

What are the most popular categories at Fidelity Investments?

Analyst, Brokerage Operations

Fidelity Investments

Westlake, TX

Full-time

Posted 4 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description

Job Description:

Analyst, Brokerage Operations

The Role

This function specifically focuses on analyzing and processing transfer of assets delivery requests of mutual fund and brokerage accounts for several lines of business including Retail, Correspondent and Advisor customers. Within this role you will interact with many different groups in Fidelity and throughout the Financial Services industry.

Your responsibilities include:

  • Meeting and maintaining minimum productivity level requirements

  • Performing analysis on transactions to ensure all business requirements have been met

  • Delivering quality work in every interaction through timely and accurate processing

  • Handling written inquiries from internal business partners, correspondent firms and other financial services companies

  • Prioritizing work effectively in a fast-paced environment to ensure multiple deadlines are met every day

  • Fostering team collaboration and coaching teammates through constructive feedback

The Expertise and Skills You Bring

  • Financial Services Operations experience

  • Series 7 License required

  • Bachelor's Degree preferred or equivalent experience

  • 5+ years of brokerage operations experience required

  • You possess strong analytical skills and are detail oriented

  • You can manage your time effectively and independently within a dynamic team while meeting high performance standards

  • You have excellent interpersonal skills with the ability to collaborate and communicate verbally and in writing with internal and external business partners

  • You have the ability to take initiative and identify process improvement opportunities to create efficiencies within the department

  • You demonstrate the ability to contribute and excel in a fastpaced, highly engaged, teamoriented environment, while maintaining a positive, openminded attitude

  • You have exceptional problem resolution skills with the ability to assess risk and interpret business requirements to deliver well-informed, effective solutions

  • You bring proven experience in delivering constructive, actionable feedback that supports team development and fosters continuous improvement

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

As a Money and Assets Movement Representative, you will be responsible for analyzing Transfer Initiation Forms and initiating delivery transfers of a wide variety of asset types, including money, stocks, bonds and mutual funds. You will use multiple channels to deliver these assets, which include the Automated Customer Account Transfer System (ACATS) and the Depository Trust Company (DTC), among others. Some transactions will require you to interact and coordinate with our internal business partners as well as counterparts across the Financial Services industry.

The Transfer of Assets Deliveries department handles transfer out requests and written inquiries regarding these requests for all internal lines of businesses to ensure transactions are completed in a timely manner. The department focuses on delivering quality in every interaction with the end goal of helping our clients meet their financial needs.

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:Brokerage 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.

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