Fidelity Investments
Manager, Investment Operations
Fidelity Investments, Boston, Massachusetts, us, 02298
Job Description:
The Role
The QRI Investment Services team is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, providing daily operational support to the Quantitative Research & Investments (QRI) team. The Manager, QRI Investment Services will have responsibility for tasks and functions supporting investment professionals on the Systematic Equity Strategies investment team. The primary focus will be on the daily investment operations tasks supporting the Active Quant portfolio process, and will include daily data reconciliations, cash flow monitoring, trade flow monitoring and other investment process support functions. The role will require collaboration with various groups across Fidelity, and alignment with the portfolio management teams to support their daily needs.
The Expertise and Skills You Bring5+ years working experience in financial servicesBachelor's degree requiredFamiliarity with database and SQL concepts is a plusComfortable working with investors and a passion for learning various investment processesExcellent judgment and problem-solving skillsStrong communication skills and a demonstrated ability to manage time sensitive workflowsProject management skills; experience contributing to and/or managing projects with multiple stakeholdersAbility to perform multiple tasks simultaneously and comfortable in an environment of shifting prioritiesBasic analytic skills allowing you to perform various data analysesSelf-motivated and comfortable taking the initiative and owning the outcomeFamiliarity with investment or operations across multiple asset classes, e.g., fixed income or equity, a plusResponsibilities
Develop an understanding of all aspects of the quantitative investment process, including data inputs, data validation and workflows required for the portfolio construction processSupport daily investment process workflows, including data validation & cash managementDevelop workflow documentation and desktop procedures, and ensure processes alignmentSupport business priority changes and new requestsBuild and cultivate relationships across multiple internal teams, including Compliance, Product, Trading, and Legal
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.
Certifications:
Category:
Investment Operations
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
The Role
The QRI Investment Services team is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, providing daily operational support to the Quantitative Research & Investments (QRI) team. The Manager, QRI Investment Services will have responsibility for tasks and functions supporting investment professionals on the Systematic Equity Strategies investment team. The primary focus will be on the daily investment operations tasks supporting the Active Quant portfolio process, and will include daily data reconciliations, cash flow monitoring, trade flow monitoring and other investment process support functions. The role will require collaboration with various groups across Fidelity, and alignment with the portfolio management teams to support their daily needs.
The Expertise and Skills You Bring5+ years working experience in financial servicesBachelor's degree requiredFamiliarity with database and SQL concepts is a plusComfortable working with investors and a passion for learning various investment processesExcellent judgment and problem-solving skillsStrong communication skills and a demonstrated ability to manage time sensitive workflowsProject management skills; experience contributing to and/or managing projects with multiple stakeholdersAbility to perform multiple tasks simultaneously and comfortable in an environment of shifting prioritiesBasic analytic skills allowing you to perform various data analysesSelf-motivated and comfortable taking the initiative and owning the outcomeFamiliarity with investment or operations across multiple asset classes, e.g., fixed income or equity, a plusResponsibilities
Develop an understanding of all aspects of the quantitative investment process, including data inputs, data validation and workflows required for the portfolio construction processSupport daily investment process workflows, including data validation & cash managementDevelop workflow documentation and desktop procedures, and ensure processes alignmentSupport business priority changes and new requestsBuild and cultivate relationships across multiple internal teams, including Compliance, Product, Trading, and Legal
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.
Certifications:
Category:
Investment Operations
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).