The Role
The Analyst, Global Product Solutions will support asset management, investment products, and distribution channels by executing activities related to the setup of new portfolios and participant accounts, managing product change requests, and processing asset transition activities. This work is carried out in close collaboration with internal and external business partners to ensure the timely and accurate delivery of the operational components of fund events.
Required Knowledge and Skills
- Bachelor’s degree or equivalent
- Financial services industry experience preferred
- Effective written and verbal communication skills
- Experience in fund operations in at least one of the following areas: accounting, valuation, custody
- General knowledge of investment products, including product pricing, investment structures, regulatory frameworks, and/or distribution
- NOTE: Fidelity will not provide immigration sponsorship for this position
The Team
The ideal candidate will join a team of fund and investment operations leaders who are passionate about delivering exceptional client experiences. Our goal is to create innovative implementation and portfolio transition strategies for our business partners that lead to positive outcomes for Fidelity’s investment products and clients.
We are part of the Fund Administration unit within FFIO and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to deliver new products and services to our customers.
We foster a culture of quality while prioritizing speed over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. The Global Product Solutions team views investment and operational challenges as opportunities and takes pride in executing client onboarding and transition strategies that minimize portfolio disruption and transaction costs, while enhancing the overall customer experience.
Certifications:Category:Investment OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
