Job Description:
Description
CRBO Business Strategy & Implementation team intersects with CRBO and AM Technology, aligning stakeholders around the vision for the CRBO initiatives. We deliver innovative solutions to complex challenges with tailored technology solutions and implementation support.
The primary responsibility of the candidate will be to partner with key stakeholders to influence strategic decision, roadmaps, requirements, and execute deliverables on strategic priorities. You will ensure alignment on the 'what' and 'when' working through ongoing planning and prioritization of the backlog.
Primary Responsibilities:
- Build strong partnerships between Asset Management business units and technology teams
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- Shape solutions to complex problems to achieve visions, offer comprehensive cross-functional insights, partner to communicate and enable adoption for changing processes and technology
- Partner with various groups to assess gaps in data and understand systematic process limitations, analyze current structures, report, and present gap analysis finding
- Define the opportunity; facilitate requirements, recommend best practices shortening the delivery cycle, define milestones and project artifacts for a single source of truth
- Define requirements for initiatives, facilitate pre, during and post release and change management support
- Provide oversight for projects or initiatives, ensuring regular status updates to stakeholders and executive leadership. This includes tracking progress, identifying and mitigating risks, coordinating with cross-functional teams, and ensuring alignment with initiative goals.
Qualifications
Education and Experience
- BA/BS required
- 5+ years of business analysis experience, preferably in asset management
- Experience with Agile
- Exceptional analytical, conceptual thinking, project management and problem-solving capabilities.
- Strong communication skills - both verbally and in writing (executive summaries) with technical and non-technical members of the project team
- Proficiency in PowerPoint is strongly desired for creating and delivering effective updates, and clearly communicating complex information engagingly and understandably
- Demonstrated experience and, well versed with respect to leading practices around initiative implementations
- Demonstrated knowledge of asset management and the regulatory industry (Strong investment process trade/life cycle, alternative / digit assets or compliance experience)
- Knowledge of technology implementation (preferred but not required)
Skills and Knowledge
- Self-starter who can work independently and ability to thrive in fast paced environment and drive results
- Strong organizational skills and ability to multi task; experience of working on medium to large projects
- Ability to understand complex business problems, synthesize information, analyze and research data, and develop practical solutions and recommendations.
- Ability to develop relationships and network with colleagues of various levels and across business units
- Ability to balance strategic thinking with practical implementation.
- Demonstrated ability to effectively collaborate and communicate, including the ability to contribute to the creation and delivery of presentations intended for Senior Executives.
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.