Job Description:
Senior Manager, Investment Services
Quantitative Research & Investing (QRI) Investment Services The Role
The Senior Manager, Investment Services will work closely with the QRI Investment Services team to support establish, implement, and manage an operating model to support the Quantitative Research & Investments team. The individual must be comfortable working with investors and have a curiosity about understanding the investment process, be creative and resourceful in responding to time-sensitive ad hoc requests, have a familiarity with digital tools and data, and communicate effectively with many levels of management.
Responsibilities
- Lead projects in support of QRI’s strategic initiatives and business operations
- Develop and implement workflows to support and grow the QRI business
- Liaise and manage relationships with multiple internal groups who support QRI as well as external vendors on implementation activities
- Coordinate with technology partners and key stakeholders to develop and refine requirements and prioritization needs across QRI
- Guide discussions and activities to ensure clear communication and collaboration among QRI business partners
- Coordinate and lead support for the adoption of QRI platforms and strategic initiatives
- Lead and communicate program status to partners of various initiatives
- Identify and articulate issues; resolve program roadblocks
The Expertise and Skills You Bring
- 3-5 years’ work experience in or working with investment operations in financial services industry
- Bachelor’s Degree
- Strong communication and analytical skills
- Must be highly organized, meticulous, detail oriented and have the ability to work independently
- Effective relationship management skills across numerous strategic business partners
- Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities
- Excellent judgment, issue management, and problem-solving skills
- Self-motivated, comfortable taking the initiative, and meet deadlines independently
- Positive attitude and 'can do' work ethic
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.
Certifications:
Category: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.
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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.
