Senior Analyst, Custom SMA Investment Services

The Role

The Senior Analyst, Custom SMA Investment Services will help support the VP of Custom SMA Investment Services on Fidelity’s Custom SMA offering for intermediaries. The position will play a critical role engaging with key business partners across Custom SMA Portfolio Management, Portfolio Engineering, Platform Enablement, Technology, Investment Product, and our Fidelity Institutional partners to understand and define the business requirements and processes supporting the entity.  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, scale and risk mitigation.

Responsibilities

• Develop a deep understanding of the current end to end investment and client support model for the 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, documenting and overseeing processes and procedures supporting the Custom SMA offering

• Develop and maintain strong relationships at multiple levels with key internal and cross company business partners, while acting as an 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

• Ability to work 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, documenting, implementing and supporting scalable processes and workflows

The Team

The role is part of the Asset Management (AM) CRBO division,
which is comprised of: AM Risk, Business Operations and Strategy, Fidelity Fund and Investment Operations, Investment Services and Investment Risk Management teams.  This division works together to support AM's strategic goals while operating as the best partner to the business to protect our clients via risk oversight, common data and support, as well as strategic business planning.  The Quantitative Research Investment Services (QRI IS) team, while part of CRBO, is aligned with the priorities of the Quantitative Research and Investments (QRI) organization within Asset Management.  In particular, this role supports the Custom Portfolio Management team responsible for the management of custom SMAs. Today, the team runs $9B of client assets across single/multi-family offices and RIA/BD clients.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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.

Most 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 consult with your recruiter for the specific expectations for this position.