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Associate Financial Analyst
Fidelity
Westlake, TXPosted Oct 27, 2026 · 3h ago
Entry levelOn-siteBanking
About this role
Join Fidelity's Regulatory Reporting team as an Associate Financial Analyst, where you will support critical daily and monthly regulatory computations and reporting. This role involves monitoring balance movements, performing reconciliations, ensuring data accuracy, and collaborating with internal teams to enhance reporting controls and efficiency.
What we are looking for
6- Support Daily Reserve Computation under SEC Rule 15c3‑3
- Assist with Monthly Net Capital Reporting under SEC Rule 15c3‑1
- Monitor balance movements and perform reconciliations
- Ensure data completeness and accuracy for regulatory reporting
- Bachelor's Degree in Finance, Accounting, or related field
- Advanced Excel, PowerPoint, and Business Objects skills
Work authorization
No visa sponsorship is available.
