Manager, Investment Operations

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Job description

Job Description:

The Role

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. The Manager, QRI Investment Services will have responsibility for tasks and functions supporting investment professionals on the Systematic Equity Strategies investment team. The primary focus will be on the daily investment operations tasks supporting the Active Quant portfolio process, and will include daily data reconciliations, cash flow monitoring, trade flow monitoring and other investment process support functions. 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 Bring

• 5+ years working experience in financial services

• Bachelor s degree required

• Familiarity with database and 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
• Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities
• Basic 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 across multiple asset classes, e.g., fixed income or equity, a plus

Responsibilities

• 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, Product, Trading, and Legal

The Teams

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:

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. 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 all business days of every other week in a Fidelity office.

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 .

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 .

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