The QRI Investment Services team is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, providing daily operational support to the Quantitative Research & Investments (QRI) team. This role is based in London and part of a global team. This role will have responsibility for tasks and functions supporting investment professionals. The primary focus will be on the daily investment operations tasks supporting the Active Quant portfolios and beginning of day process, and will include daily data reconciliations, and trade flow monitoring.
The role will also support investment process data management, including oversight of key data inputs used across the investment lifecycle, and ensuring data accuracy, timeliness, and completeness. This includes partnering with technology and data teams to resolve data issues, improve transparency, and enhance data controls supporting portfolio construction processes. The role will require collaboration with various groups across Fidelity, and alignment with the portfolio management teams to support their daily needs.
The Expertise and Skills You Bring10+ years working experience in financial services
Bachelor’s degree required
Familiarity with database and Python/SQL concepts is a plus
Comfortable working with investors and a passion for learning various investment processes
Excellent judgment and problem-solving skills
Strong communication skills and a demonstrated ability to manage time sensitive workflows
Project management skills; experience contributing to and/or managing projects with multiple stakeholders and new processes
Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities
Analytic skills allowing you to perform various data analyses
Self-motivated and comfortable taking the initiative and owning the outcome
Familiarity with investment or operations in Equity and Fixed Income asset classes
Provide leadership for local capabilities supporting QRI investment professionals
Develop an understanding of all aspects of the quantitative investment process, including data inputs, data validation and workflows required for the portfolio construction process
Support daily investment process workflows, including data validation & cash management
Develop workflow documentation and desktop procedures, and ensure processes alignment
Support business priority changes and new requests
Build and cultivate relationships across multiple internal teams, including Compliance, Technology, Product, and Trading
The Asset Management Compliance, Risk and Business Operations (CRBO) team comprises the following teams: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research & Analytics, Investment Services and Strategic Business Initiatives. The teams work together to support Asset Management’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. The team’s key organizational themes are business partnership and stewardship, platform modernization, innovation, and talent development.
Certifications:Category:Investment OperationsSkills Required
- 10+ years working experience in financial services
- Bachelor's degree
- Familiarity with database and Python/SQL concepts
- Project management skills
- Analytic skills for data analyses
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.
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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.
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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.
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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
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.
