Job Description:
The Role
The Director, FIWA Investment Services will have responsibility for tasks and functions supporting investment professionals in the FIWA Investment Office. Responsibilities include helping to define a technology-led, scalable operational support model to support FIWA's research and portfolio management capabilities and leading these workflows. The role will require technological and data expertise, collaboration with various groups across Fidelity in support of the investment process, and alignment with the research and portfolio management teams to support their daily needs.
- Lead strategic buildout of data-driven operational processes to support execution of FIWA's investment processes supporting research and portfolio management
- Design streamlined and automated operational processes, with a focus on embedded quality and reasonability checks to ensure integrity of inputs, processing, and outputs of the investment process
- Lead execution of production workflows supporting non-discretionary portfolio management, generation of quantitative research, and distribution of quantitative and fundamental research to downstream consumers
- Lead the implementation of quarterly processes, communication and escalation protocols and documentation for workflows
- Be the subject matter expert for the FIWA portfolio management and research production processes including portfolio construction data, model rebalances, and distribution of FIWA Investment IP
- Articulate, prioritize, and deliver the operational and platform needs of FIWA's Investment Office
- Support design and execution of controls in investment processes, collaborating with investment teams
- Work with technology partners and key stakeholders to develop and refine investment infrastructure vision, roadmap, and prioritization needs across FIWA
- Define and develop support models for new investment capabilities, from analysis/design phase through development, testing and rollout
- Develop and maintain strong relationships at multiple levels with key internal and cross company business partners, act as advocate for FIWA throughout the organization
- Engage with external stakeholders, such as discretionary management providers, on behalf of FIWA
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The Expertise and Skills You Bring
- 10+ years working experience
- A Bachelor's degree in finance, math, accounting, engineering, or computer science. Master's Degree or CFA Charter are preferred but not required
- Fluency in MS Excel, advanced level SQL and ability to traverse a wide array of database schemas across diverse content sets
- Experience programming in Python or R with the ability to develop customized quantitative tools
- Experience with Morningstar, FactSet, and/or eVestment is a plus
- Knowledge of Security Reference data across Asset Classes and familiarity with security, fund and index performance measurement, predictive risk modeling and performance attribution
- Highly analytical with the ability to quickly comprehend large data sets in order to develop new processes, perform calculations, identify anomalies, and/or produce new reporting capabilities
- Comfortable working with investors and a deep understanding of various investment processes
- Ability to define technical requirements and codify automated production processes
- Excellent judgment, issue management experience, and problem-solving skills
- A demonstrated ability to define, document and build processes and workflows
- Strong hands-on project leadership skills with the ability to complete complex projects as a part of a small team within a fast-paced environment
- Strong team orientation; commitment to excellence; attention to detail
- Partner with multiple areas of FIWA and FI including Portfolio Management, Research, Operations and Technology to ensure the required business needs to support and minimize risk are implemented and met
- Collaborate with stakeholders to ensure the quality of FIWA's investment outputs
- Foster a culture that encourages and rewards proactivity, accountability, and excellence
- Demonstrate a proactive approach to growing your skills and building your platform knowledge
- Series 7 Preferred
Team
Fidelity Institutional Wealth Adviser (FIWA) provides portfolio construction insights and capabilities by delivering investment research and portfolio management that enable the development of multi-asset class solutions and enhance the decision-making process for Fidelity Institutional clients. The Strategy and Operations team leads strategy as well as critical functions for FIWA, including Business Management & Oversight, Investment Product, and Investment Services.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.