Senior Analyst

Elevate Your Operations Career at Strategic Advisers (SAI)

Are you a highly motivated operations professional seeking a challenging and rewarding opportunity? Join our tight-knit, high-impact Investment Operations team within Strategic Advisers and make a tangible difference. We are seeking an experienced and driven Senior Analyst to play a key role in overseeing the day-to-day operational success of SAI’s 15 multi-manager funds.

The Role:

As an Investment Operations Senior Analyst, you will be supporting our fund operations, directly contributing to the efficient management of our diverse portfolio. You'll support critical responsibilities, including:

• Investment Team Support: Oversee daily trade tickets, the cash allocation process and investment agreements for SAI’s multi-manager funds
• Data Integrity: Ensure the accuracy and reliability of our data through quality reviews and share class assessments
• Problem Solving: Research and analyze complex operational issues, developing effective solutions and escalating appropriately
• Innovation: Identify and implement process improvements, challenging the status quo and driving continuous operational excellence

Your Expertise and Skills you Bring

We are seeking a candidate with a proven track record in operational excellence, a passion for problem-solving, and a collaborative spirit. Specifically, you should possess:

• 5+ years of hands-on experience in a financial operations environment
• Bachelor's degree (required)
• An understanding of investment operations, preferably within Fidelity or a similar financial institution
• An analytical mindset with exceptional problem-solving abilities and a proactive approach to issue resolution
• A demonstrated ability to identify, implement, and optimize operational processes
• Comfortable with data analysis, including strong Excel proficiency. Experience with SQL, TOAD, or Tableau is a plus
• Robust organizational skills and the ability to juggle multiple priorities and deadlines
• Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with key stakeholders across the organization

Note: Fidelity is not providing immigration sponsorship for this position

Our Team:

Become part of a dynamic and collaborative Investment Operations team that plays a vital role in supporting workplace managed accounts, FI and other products on the model management platform, as well as providing comprehensive fund operations support across Strategic Advisers. We are a forward-thinking team that embraces innovation and continuous improvement. We partner closely with investment teams and other business partners on strategic projects, leading program management activities to drive impactful change. We offer a collaborative and supportive environment where your contributions are valued and your professional growth is encouraged.

Join us and take your career to the next level. Apply today!

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.

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.