Job Description:

Contributions Senior Analyst – III

The Role

Have you ever considered a career that allows you to share your expertise in financial services with a passion for philanthropy? National Charitable Services performs philanthropic services for the largest donor advised fund in the world, Fidelity Charitable. Service Delivery & Operations supports money movement, money in and money out, all functions that enable our donors, advisors and non profit organizations to accomplish their goals! We have a new opportunity on our Money In Team and our job is to ensure that all the contribution transactions are accounted for and accurately recorded. A lot of the daily work is managed through tools of Fidelity Investments, but our business model is unique!

Note: Fidelity is not providing immigration sponsorship for this position

The Expertise and The Skills You Bring

  • Bachelor’s degree
  • 2-3 years Financial or Service Industry background required
  • Knowledge of the financial services and/or non-profit industry, specifically as it relates to operations
  • Demonstrated attention to detail, with good follow-through
  • Strong organizational, planning, multi-tasking, time management skills
  • Ability to work under pressure and within tight deadlines
  • Ability to identify and mitigate potential areas of risk
  • Working knowledge of Fidelity systems (FBSI, XTRAC), a plus
  • You have a high sense of urgency and understand when to escalate
  • Your strong and effective verbal and written communication skills
  • Your very best problem solving skills with excellent follow through
  • You are a team player with the ability to influence without authority
  • You are flexible with overtime as requested (especially November & December – Giving Season)

The Value You Deliver

  • Process contributions of cash equivalents and securities
  • Coordinate the transfer of mutual fund contributions held outside of Fidelity by delivering the necessary paperwork to Fidelity’s Transfer of Assets department and then tracking the status of the pending transactions
  • Contact internal business partners, transfer agents, advisors, donors to facilitate the delivery of pending contributions
  • Maintain effective business relationships with Fidelity business partners including Legal, Risk and Compliance, Program, RSS, TOA and Deliveries
  • Collaborate with internal Charitable business partners to fulfill special handling
  • Employ good sound judgment in decision making or problem resolution
  • Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items
  • Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization
  • Assist with maintaining up-to-date procedures
  • You are flexible with overtime as requested (especially November and December – Giving Season)

The Team

Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Certifications:

Category:

Client Service

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.