Job Description:

The Role:

 The Portfolio Services team within FAMS provides daily support to the investment teams to help ensure the integrity of the operational landscape and serve as a point of contact for the investment team and FAMS’ business partners. We do this by taking the lead on new product implementation and product change related tasks, troubleshooting problems, coordinating cross-company initiatives, building, and fostering relationships across FAMS’ internal business partners, ensuring processes adhere to established policies and procedures, advocating for technology and other infrastructure related changes, and acting as subject matter experts in specific business areas to represent FAMS’ needs.

We will be hiring two people to perform the same job.  There will be some slight differences in the focus of the work (e.g., the type of products you help support/develop).

 The Expertise and Skills You Bring:

3+ years working experience in financial services

Bachelor’s degree required

Domain knowledge in financial services back, middle, or front office operations or technology

General investment industry experience; experience with systems development projects, business analysis and quantitative analysis

Project management skills; experience contributing to and/or managing projects with multiple stakeholders

Strong relationship management, communication, and interpersonal skills with ability to collaborate effectively

Record of strong team orientation; commitment to excellence; attention to detail

Basic analytic skills allowing you to perform various data analyses (e.g., evaluate performance and performance attribution results, identify trade data and holding discrepancies, etc.)

Excel proficiency

Self-motivation and being inquisitive with a strong desire to work alongside investment professionals where precise communication and follow through are extremely important 

A Successful Candidate will:

Participate in implementation strategy to enable effective and efficient processes for FAMS products and business functions

Perform impact assessments and resolve issues

Develop workflow documentation and desktop procedures

Participate on (and eventually) coordinate cross-company project teams

Participate on (and eventually) manage programs from inception to completion to meet business goals

Build & foster strong relationships across multiple internal and external teams (e.g., Legal, Compliance, Treasurer’s Office, Fidelity Fund & Investment Operations (FFIO), Risk, Investment Product, Product Governance, etc.)

Ensure processes adhere to established policies & procedures

Support business priority changes and new requests

Partner to develop new alternative investment products (e.g., Exchange Fund) and collaborate with our distribution partners in Personal Investing (PI), Fidelity Institutional (FI), etc.

The Teams:

The Asset Management Compliance, Risk and Business Operations (CRBO) team comprises the following teams: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research & Analytics, Investment Services and Strategic Business Initiatives. The teams work together to support Asset Management’s strategic goals while being the best partner to the business to protect our clients via proactive compliance monitoring, risk oversight and strategic business planning. The team’s key organizational themes are business partnership and stewardship, platform modernization, innovation, and talent development.

With over $700 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of asset allocation solutions for retail and institutional clients. The range of investment solutions includes target date funds, target allocation funds, income and real return strategies, managed volatility strategies, and custom institutional solutions.  Your work will be central to the success of Fidelity, and our strong heritage as a leading provider of asset allocation investment solutions. 

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.