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Joseph Prior Email & Phone Number
Compliance Analyst
at
Fidelity Investments
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Compliance Analyst
Location
Amherst, Massachusetts, United States
Who is Joseph Prior? Overview
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Quick answer
Joseph Prior is listed as Compliance Analyst at Fidelity Investments, based in Amherst, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Joseph Prior.
Joseph Prior previously worked as Club Member at Umass Isenberg Investment Club and Asset Management Compliance at Fidelity Investments. Joseph Prior holds Bachelor'S Degree, Finance from Isenberg School Of Management, Umass Amherst.
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Fidelity Investments
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Profile bio
About Joseph Prior
I am a Senior Finance major at the Isenberg School of Management at UMass Amherst. I excel in critical problem solving, multi-tasking, and data analytics. I am aspiring to a career in the financial services industry. This past summer I interned with Fidelity Investments on the High Income Fund Monitoring team, where I gained a better understanding of the investment services function in relation to external and global regulations. My coursework and internship experiences have given me great communication and problem solving skills. I have certifications from Bloomberg, JP Morgan, and Excel, highlighting my skills and interests.
Current workplace
Joseph Prior's current company
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7 roles
Joseph Prior work experience
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Club Member
Current
Umass Isenberg Investment Club
- Developing core skills relating to investment research including financial statement analysis, valuation methods, and financial modeling
Sep 2022 - Present
Asset Management Compliance
- Examined Trade violations for High Income and Alternatives investments to confirm whether each request was within internal and external regulatory requirements
- Manually checked duration guidelines and liquidity holdings for specific High Income funds
- Cross-Examined New-Issuers of interest against Fidelity's Affiliate List to verify maintaining ownership limit
- Navigated companies' prospectuses to find management individuals and utilized external platforms to confirm there were no sanction violations against leadership members nor the company of interest
- Appointed team lead of intern project, facilitated communication between team and project sponsors, and lead weekly meetings
Jun 2024 - Aug 2024
Corporate Finance Intern
- Created a database to track and monitor over 400 company-wide requests for funding of large strategic initiatives and other projects to help plan for future cash flow needs
- Used pivot tables to present key metrics on each project such as total funding amounts requested, approved, and disbursed, and to highlight those initiatives and projects with the greatest unfunded status
- Analyzed the progress and workflow process across initiatives and projects to uncover common causes of disruptions in order to share best practices, eliminate common problems, and insure more initiatives and projects.
Jun 2023 - Aug 2023
Operations Manager And Crew Team Leader
Reliable Lawn Care
- Scheduled daily work assignments for six crew teams, assisted in sales and design for new lawn installations, managed inventory for large scale patio and walkway projects, and interacted with key vendors
- Managed a crew of five workers as Crew Team Leader to perform lawn maintenance and new installations
May 2022 - Aug 2022
Maintenance Assistant
George Wright Golf Course
- Mowed fairways and greens, raked bunkers, filled divots, and cleaned parking lot
- Facilitated communications across golf course club management teams and maintenance crews
Jun 2019 - Aug 2021
Landscaper
Gerry'S Landscaping
- Performed all aspects of commercial and residential property landscaping
Jun 2019 - Aug 2021
3 education records
Joseph Prior education
Bachelor'S Degree, Finance
Bachelor'S Degree, Finance, Junior
Education record
FAQ
Frequently asked questions about Joseph Prior
Quick answers generated from the profile data available on this page.
What company does Joseph Prior work for?
Joseph Prior works for Fidelity Investments.
What is Joseph Prior's role at Fidelity Investments?
Joseph Prior is listed as Compliance Analyst at Fidelity Investments.
Where is Joseph Prior based?
Joseph Prior is based in Amherst, Massachusetts, United States while working with Fidelity Investments.
What companies has Joseph Prior worked for?
Joseph Prior has worked for Fidelity Investments, Umass Isenberg Investment Club, Reliable Lawn Care, George Wright Golf Course, and Gerry'S Landscaping.
How can I contact Joseph Prior?
You can use AeroLeads to view verified contact signals for Joseph Prior at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Joseph Prior attend?
Joseph Prior holds Bachelor'S Degree, Finance from Isenberg School Of Management, Umass Amherst.
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