Analyst, Investments at Fidelity Investments (Raleigh, NC)

| Raleigh-Durham, NC
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Job Description:

The Role

The Investments Team at Fidelity Charitable is responsible for oversight of the charity's investments and investment program functions. As an Analyst, Investments, you would be an important member of the Investment team supporting trading oversight as well as reporting needs along with other general support of investment programs. You will assist with trade order entry of securities contributed to the charity and for managed accounts, monitoring of pooled investment flows, and will work closely with team members and business partners to assist with tasks related to audit, tax, and regulatory requirements in support of investment programs. Being successful in this role requires high attention to detail, positive and professional demeanor, and the ability to work in a dynamic team environment.

The Expertise and Skills You Bring
  • Bachelor's degree required with concentration in business management, economics, finance or accounting preferred
  • 2+ years of financial services experience, preferably in trading, brokerage, fund operations, or middle office
  • Familiarity with trading order entry and transaction processing related to investment products, including managed accounts
  • An intellectual curiosity and basic understanding of financial markets and publicly traded securities as well as a hedge funds and private equity
  • Strong analytical and detail-oriented aptitude
  • Ability to manage time effectively and set priorities in a fast-paced environment
  • Intermediate level Microsoft Excel skills and experience working with large data sets
  • Interest in pursuing CFA, CFP, MBA, or relevant master's degree
  • Accurate and diligent processing and monitoring of equity, fixed income, and cryptocurrency trading
  • Support trading order management, settlement, and portfolio cash management
  • Reporting to support financial audit, tax, and regulatory needs for private asset holdings
  • Real-time risk management and risk mitigation
  • Excellent communication and interpersonal skills, with the ability to maintain successful working relationships across a multitude of cross functional teams
  • Thinks critically to solve sophisticated business problems
  • Ability to quickly acquire and assimilate information from multiple sources
  • Strong individual contributor who works effectively as a member of a highly functioning team


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 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.

Many of our associates are continuing to work remotely temporarily due to COVID-19. 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. "

We invite you to Find Your Fidelity at

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, or by calling 800-835-5099, prompt 2, option 3.
More Information on Fidelity Investments
Fidelity Investments operates in the Fintech industry. The company is located in Boston, MA and Covington, KY. Fidelity Investments was founded in 1946. It has 58848 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 341 open jobs at Fidelity Investments, click here.
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