{"id":4444,"date":"2009-05-21T15:39:03","date_gmt":"2009-05-21T19:39:03","guid":{"rendered":"http:\/\/www.asianinny.com\/?p=4444"},"modified":"2009-05-21T15:39:03","modified_gmt":"2009-05-21T19:39:03","slug":"business-analyst-treasuryfinance","status":"publish","type":"post","link":"http:\/\/www.asianinny.com\/?p=4444","title":{"rendered":"Business Analyst Treasury\/Finance"},"content":{"rendered":"\n\n\n\n\n\n\n
Company:<\/strong><\/td>\nFidelity<\/td>\n<\/tr>\n
Job Category:<\/strong><\/td>\nAccounting\/ Finance\/ Insurance<\/td>\n<\/tr>\n
Job Title:<\/strong><\/td>\nBusiness Analyst Treasury\/Finance<\/td>\n<\/tr>\n
Location:<\/strong><\/td>\nNew York, NY 10001<\/td>\n<\/tr>\n
URL:<\/strong><\/td>\nhttps:\/\/www.fidelity.com\/<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Job Description.<\/p>\n

The IPG Treasurer’s Group is responsible for managing the liquidity needs across the entirety of National Financial Services LLC’s (NFS LLC) Balance Sheet including the Institutional Products Group (IPG) and Personal Investments (PI). Additionally, the group is responsible for management and allocation of credit facilities with external credit providers. The group takes a strategic leadership role in the development of the funding alternatives and investment options necessary to meet the long term business objectives of its internal business partners and works closely with the regulatory, legal, finance and credit groups. The group is also responsible for the allocation of capital and liquidity across IPG.<\/p>\n

The IPG Treasurer’s Group – Business Analyst is responsible for working with the Firm Funding Group to determine the daily cash investment or borrowing position, maintaining firm liquidity, and managing credit\/investment facility utilization, while ensuring adherence to departmental, firm, and industry policies\/regulations. The analyst will also be responsible for supporting the development of liquidity and investment strategy and solutions to support new products and the production of quarterly and ad-hoc management reporting.<\/p>\n

Primary Responsibilities
\nCapacity \/ contingency planning
\nPortfolio analysis \/ reporting
\nCredit facility management \/ reporting
\nSupporting relationship management of banking \/ business partners
\nSupporting the development of financing \/ investment alternatives
\nSupporting liquidity needs for multiple business groups \/ distribution channels
\nDaily funding \/ investment activity<\/p>\n

Education and Experience
\nB.S. in Finance \/ Accounting preferred
\n5+ years broker dealer \/ capital markets experience, with minimum of 3+ years treasury \/ banking
\nExperience in liquidity management required
\nBroker Dealer experience including settlements, regulatory, accounting, audit, or finance preferred
\nCurrency \/ International experience preferred<\/p>\n

Skills and Knowledge
\nStrong organizational skill and detail orientation
\nExcellent analytical and decision making skills
\nAbility to work independently
\nDemonstrated project management skills
\nWorks well under pressure\/good multi-tasker
\nWell developed written and verbal communication skills
\nReconciliation and Accounting skills
\nKnowledge of Federal Reserve System, Fed Open Market Committee, Uniform Commercial Code, and NASD\/NYSE Regulations
\nFamiliarity with SWIFT Messaging \/ Fed Wire Processing
\nAbove average PC skills with the ability to improve report content \/ presentation a must
\nProficient in MS Office applications
\nWorking knowledge in the following tools, financing techniques, products, marketplaces and theories will enhance success in the position:
\n– Credit Products (Secured\/Unsecured and Committed\/Uncommitted Loans, Letters of Credit)
\n– Fed Funds Sales
\n– Accrual Accounting
\n– 15c3-3 \/ Capital Requirements
\n– Repurchase Agreements (Delivery Repo \/ Tri-Party)
\n– Trading \/ Settlement of Equities, Fixed Income, Mutual Funds, Options
\n– Currency Settlement
\n– Cash Management\/ Liquidity\/ Capital\/ Daily Funding
\n– Capital Markets \/ Securities Financing
\n– Participant funding requirements<\/p>\n

Company Description<\/p>\n

Fidelity Investments is one of the world’s largest providers of financial services, with custodies assets of over $2.5 trillion, including managed assets of over $1.2 trillion as of March 31, 2009. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as through 5,000 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm.<\/p>\n","protected":false},"excerpt":{"rendered":"

Company: Fidelity Job Category: Accounting\/ Finance\/ Insurance Job Title: Business Analyst Treasury\/Finance Location: New York, NY 10001 URL: https:\/\/www.fidelity.com\/ Job Description. The IPG Treasurer’s Group is responsible for managing the liquidity needs across the entirety of National Financial Services LLC’s (NFS LLC) Balance Sheet including the Institutional Products Group (IPG) and Personal Investments (PI). Additionally, […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[616,210,163,617],"class_list":["post-4444","post","type-post","status-publish","format-standard","hentry","category-looking-for-work-search-our-premium-job-database","tag-analyst","tag-business","tag-finance","tag-treasury"],"_links":{"self":[{"href":"http:\/\/www.asianinny.com\/index.php?rest_route=\/wp\/v2\/posts\/4444","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.asianinny.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.asianinny.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.asianinny.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.asianinny.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4444"}],"version-history":[{"count":2,"href":"http:\/\/www.asianinny.com\/index.php?rest_route=\/wp\/v2\/posts\/4444\/revisions"}],"predecessor-version":[{"id":4446,"href":"http:\/\/www.asianinny.com\/index.php?rest_route=\/wp\/v2\/posts\/4444\/revisions\/4446"}],"wp:attachment":[{"href":"http:\/\/www.asianinny.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4444"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.asianinny.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4444"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.asianinny.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4444"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}