Jacob Osborne
Dallas
Summary
Results-driven analyst with expertise in data management and trade resolution at Fidelity Investments. Demonstrated strong analytical problem-solving and effective communication skills while streamlining processes and enhancing accuracy. Successfully built relationships with clients and teams, ensuring high-quality service and operational efficiency in fast-paced environments.
Overview
5
5
years of professional experience
Work History
Buy-ins / Fail Control Anaylst
Fidelity Investments
05.2023 - Current
- Responsible for recording and managing data on active trades in order to resolve failures and prevent future breaks.
- Readily communicated with counterparties to handle all disputes and errors.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
International Settlements Analyst
Fidelity Investments
09.2022 - 05.2023
- Actively oversee all foreign trades in the Canadian Stock Exchange while constructing an master control log.
- Connect with other teams and corresponding brokers to amend all outstanding trades.
- Streamlined data collection methods to improve speed and accuracy of analysis.
Financial Associate II - Non-Qualified
Fidelity Investments
11.2020 - 09.2022
- Ensure quality assistance for high net worth workplace investment participants.
- Proficiently attained expertise in a multitude of financial software to better support clients.
- Developed strong relationships with clients through consistent communication and exceptional customer service skills.
Education
Bachelor of Science - International Economics
Texas Tech University
Lubbock, TX12-2020
Skills
- Analytical problem-solving
- Cross-functional collaboration
- Strong focus on accuracy
- Effective interpersonal communication skills
- Strong technical computer skills
- Proficient time management
Timeline
Buy-ins / Fail Control Anaylst
Fidelity Investments
05.2023 - Current
International Settlements Analyst
Fidelity Investments
09.2022 - 05.2023
Financial Associate II - Non-Qualified
Fidelity Investments
11.2020 - 09.2022
Bachelor of Science - International Economics
Texas Tech University
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