Job Description:
Job Description
Based within the Treasury Risk, Insurance and Program Management team in Corporate Treasury, this role is accountable for coordinating, improving, and delivering of value across Treasury and its key business partners.
The main functions of this role include program management, data analysis, treasury management system support and executive report preparation. To successfully complete these responsibilities, the ideal candidate will be capable of supporting multiple projects across all areas of focus. They will be able to effectively contribute to sophisticated analysis, can multi-task, and be an excellent teammate who thrives in a small, impactful work environment.
The Value You Deliver
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- Planning, organizing, and managing Corporate Treasury medium- and long-term initiatives with immediate focus on the implementation of a treasury management system.
- Working with project leaders and stakeholders, including external vendors, to outline clear goals and formulating strategies to drive the success of projects.
- Designing accurate project timelines to ensure tasks are completed and goals are met.
- Coordinating roles and responsibilities within Treasury and with key partners and ensuring active engagement.
- Monitoring and communicating project status, decision points and issues to senior management to ensure goals are achieved.
- Adjusting milestones and resource allocation to align with priorities.
- Delivering multiple work streams simultaneously.
- Performing proactive and targeted data analysis to identify improvement strategies with our project partners.
The Expertise and Skills You Bring
- Bachelor's degree with 5+ year(s) of treasury and/or project management experience required. Treasury Management system and other treasury related technology experience preferred.
- Ability to apply program management strategies including defining work, guiding project execution, recommending process improvements, reporting, and tracking the effectiveness of process and engaging with stakeholders.
- Experience in data analysis techniques and visualization tools (PowerPoint, Excel, SharePoint, Power BI).
- Effective in participating in a variety of different projects and collaborating with varying team members.
- Strong prioritization skills in dealing with ambitious demands.
- Proven written and oral communication skills - can articulate clearly with all levels of employees.
- Keen attention to detail combined with the ability to summarize findings in an organized, professional manner.
- Strong cross-functional collaboration.
The Team
The Treasury Risk, Insurance and Program Management team provides in-depth analytical support and drives the critical initiatives for Corporate Treasury through internal and external collaboration.
- Insurance structures, negotiates, and implements sound insurance protection to cover the operational and business risks of FMR, the Fidelity Funds and any FMR subsidiaries or related entities.
- Treasury Risk proactively engages in self-assessment of risks including operational, technology, financial, and organization risks. Treasury Risk identifies, analyzes, aggregates, and reports on significant risk events and helps management improve controls and processes.
- The Program Management function was established to be a permanent change management culture and delivering on a multiyear process and technology transformation project within the Treasury function.
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.