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Fidelity Investments

Director, GenAI Technology

Fidelity Investments, Boston, MA, United States


Job Description:

The Role

You are a seasoned AI engineer with a deep understanding of how LLMs work and can be integrated into a modern information-processing stack.

You Will Have

  • Significant, demonstrated experience in solving complex business tasks by harnessing state-of-the-art LLMs to extract, analyze, summarize, and otherwise operate with information in a large variety of document types.

  • Excellent knowledge of Gen AI tool stack -- understanding how to parse and chunk documents for specific kinds of application tasks, embeddings, retrieval augmented generation, designing complex information-processing flows with LLMs inside, crafting text instructions to reliably elicit desired task behavior from LLMs

  • Deep expertise in Python, in particular being productive with idiomatic Pythonic techniques and standard libraries, so that sophisticated systems can be built quickly with a small amount of code.

  • Excellent knowledge of standard tools of the trade for machine learning engineers, such as WandB for ML flow, Prodigy, and open-source tools for data/document annotation.

  • The ability to design, run and evaluate a series of experiments that will enhance your team's understanding of how specific LLMs can be used to accomplish specific tasks.

  • Bachelor's in computer science or related area, plus five years of experience, or a Master's with two years of experience.

  • Experience in finance, broadly, and investing specifically is highly desirable.

The Team

We are developing a Large Language Model (LLM)-first knowledge stack for investment professionals in Fidelity Asset Management - analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts - e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks.

These tasks include summarizing documents (from different points of view), answering questions about passages, extracting terms from documents, comparing extracted information across time, across deals, consolidating and restating agreements (with their amendments), identifying trends, monitoring changes in the state of the world that are relevant to a particular professional, generating plausible scenarios, analyzing and decomposing into factors, generating reports. Assistants are personalized to their principal, deliver results with high quality, and are expected to get better over time, with increased interaction with their principals and with the world.

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, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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 Accommodation Team by sending an email to accommodations@fmr.com.

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