Job Description:

The Role

Are you a leader with experience managing service and operations functions? Join us in the Fidelity Fund and Investment Operations (FFIO) business unit where you will lead a team of analysts in one of our operations teams! Our teams provide accounting and pricing services to all Fidelity Retail, Institutional and ETF products, supporting multiple asset managers.

Services include books and records maintenance, securities' pricing, and calculations of net asset values, yields and distribution rates. The division is comprised of 6 business units, representing approximately 350 associates located in two sites: Merrimack, NH, and Westlake, TX.

The Expertise and Skills You Bring

• Strong understanding of accounting principles and regulations, financial markets, Mutual Fund Industry, and security types

• Interpersonal skills and an ability to work horizontally and vertically within the organizations
• Proven track record of driving efficiency and productivity
• Dedication to quality and process improvements
• Knowledge of market drivers and economic conditions and how they have an impact on daily results
• Understanding of system applications used in the department, including awareness of capabilities & limitations, and ability to easily navigate and utilize functions as well as embracing new technology
• Able to determine root cause of issues and guide staff to resolution as well as collaborate in the development of initiatives for systematic solution
• Strong capability to form relationships, provide clear direction, and build effective teams
• Perform detailed review of NAVS, mils, and yields and assist in resolution of complex exception processing
• Provide functional area expertise, oversight, problem resolution, training, analysis, and reporting as required across a variety of group responsibilities
• Accountable for ensuring client requests are processed within stated service level agreements and adhere to Fidelity and regulatory guidelines
• Ensure that all processes have sufficient Risk and Compliance Controls and policies and procedures are communicated and followed
• Coordinate functions associated with the department’s responsibilities, confirm they are addressed in a timely fashion and any areas of risk are identified and mitigated.
• Monitor key performance indicators to address factors that are affecting the customer experience
• Collaborate with management to make effective use of available resources across groups and recommend changes to systems, processes, and responsibilities as needed.
• Coordinate business unit wide initiatives and effectively communicate plans to key partners
• Provide direction and partner with associates to build meaningful development plans

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.