ANALYST, INVESTMENT OPERATIONS

ANALYST, INVESTMENT OPERATIONS

ANALYST, INVESTMENT OPERATIONS

Job Overview

Location
Boston, Massachusetts
Job Type
Full Time Job
Job ID
91324
Date Posted
1 year ago
Recruiter
Dennis Ruth
Job Views
312

Job Description

Job Description:

The Role

Analyst of Investment Operations role is responsible for providing managed account operational support for Strategic Advisors. The candidate will provide support in assigned areas, identify and research issues, collaborate with partnering business units, answer inquiries from channel representatives and Investment Managers, and complete daily operational tasks.

To be successful, candidates must have an ability to identify and articulate issues; analyze and resolve problems; complete daily operational assignments; and communicate via email, TEAMS, ZOOM and phone.

  • Provide investment operations support for retail managed account offerings
  • Research and manage account issues and communicate their resolution to appropriate parties
  • Support Operations and Platform with subject expertise.

The Expertise and Skills You Bring

  • Bachelor’s degree required
  • Approximately 1-3 years of financial services experience, preferably in operations, technology, or managed accounts.
  • Ability to execute daily assignments, as it relates to operational functions.
  • Strong interpersonal, relationship management skills.
  • Intellectual curiosity.
  • Ability to identify adverse trends/issues and report to management.
  • High level of proficiency using Excel (macros, VLookups, VBA)
  • Understanding of data querying/reporting skills using SQL, TOAD, Tableau, is desirable.
  • Corporate Actions, Managed Accounts, Technology, and/or Data Backgrounds are a plus.

The Team

Strategic Advisers (SA) is a registered investment adviser and Fidelity Investments company that provides financial solutions for clients through Fidelity’s retail and institutional distribution channels. SA has more than 30 years of experience in discretionary money management.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).” 

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Job ID: 91324

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