Job Description:
Senior Analyst - Custom SMA Investment ServicesThe Role
The Senior Manager, Managed Account Investment Services will help support the Head of Custom SMA Investment Services on Fidelity’s Custom SMA offering for intermediaries. The position will play a critical role partnering with key business partners across Custom SMA Portfolio Management, Portfolio Engineering, Technology, Investment Product, and our Fidelity Institutional partners to understand and define the business requirements and processes. Additionally, it will support the continued build out of the product offering and the on-going run of the day-to-day Custom SMA business with proper efficiencies and scale.
Responsibilities
- Develop a deep understanding of the current end to end investment & client support model for Custom SMA offering, and help to identify areas of improvements in technology integration and/or business processes
- Help to identify and mitigate operational risk in investment processes and supporting ecosystem – evaluate existing tools and processes, recommend solutions, enhancements and controls, and drive implementation
- Facilitate and lead meetings to ensure the requirements of portfolio management, operational and platform needs of QRI are clearly articulated, understood, prioritized, and delivered
- Partner with Investment Services Operations team in defining and documenting processes and procedures supporting the Custom SMA offering
- Develop and maintain strong relationships at multiple levels with key internal and cross company business partners, act as advocate for QRI throughout the organization
- Assist in coordination of key infrastructure projects across technology and other business partners, from analysis/design phase through development, testing and rollout.
The Expertise and Skills You Bring
- 6+ years’ experience supporting investment management capabilities
- Bachelor’s degree required
- Experience with investment and operational process improvements, business analysis, systems analysis, and systems development projects
- Working within cross-functional and cross business unit teams
- Knowledge of managed account operating models, including tools, platforms, policies, and procedures
- Highly effective and consistent written and verbal communication capabilities
- Strong team orientation; commitment to excellence and attention to detail
- Excellent problem-solving skills
- Analytical skills, along with logical and critical thinking
- Proven track record defining, document and implement scalable processes and workflows
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The role is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, which is comprised of: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research & Analytics, Investment Services, and Investment Risk Management. The teams work together to support AM’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. While part of CRBO, the role is aligned with the priorities of the Quantitative Research and Investments (QRI) organization, and in particular the Custom Portfolio Management team responsible for the management of custom SMAs. Today, the team runs $7B of client assets across single/multi-family offices and RIA/BD clients.
Certifications:
Category:Investment Operations
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
-
Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
-
Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
-
Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
Similar Jobs
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.
