Job Description:
Position Description:
Develops recommendation to modify procedures, operating systems, budgets, and financial control functions. Defines, refines, and communicates the team's mission and roadmap to motivate and build team, partner support, and alignment. Uses investment technology to plan and prioritize product backlog. Anticipates, discovers, and prioritizes client and partner needs, to serve as a voice, and guide execution of the team's projects. Collaborates and coordinates with other leaders to build capacity and capability, and enables team member growth, development, and learning.
Primary Responsibilities:
- Collaborates with Investment Professionals - Portfolio Managers, Quantitative Analysts, or Traders.
- Outlines sophisticated product features into clear and concise stories with well-defined business value and acceptance criteria.
- Establishes and maintains relationships with individuals or business customers.
- Prepares operational or risk reports for management analysis.
- Evaluates data pertaining to costs to plan budgets.
- Evaluates financial reporting systems, accounting or collection procedures, or investment activities.
- Develops recommendations for changes to procedures, operating systems, budgets, or other financial control functions.
- Makes informed trade-off decisions to strike the right balance between quality, cost, and timelines.
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Education and Experience:
Bachelor's degree (or foreign education equivalent) in Finance, Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and five (5) years of experience as a Senior Manager, Product Development (or closely related occupation) performing data analysis and developing recommendations to modify operational procedures, operational systems, and financial control functions, using Excel VBA and SQL.
Or, alternatively, Master's degree (or foreign education equivalent) in Finance, Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and three (3) years of experience as a Senior Manager, Product Development (or closely related occupation) performing data analysis and developing recommendations to modify operational procedures, operational systems, and financial control functions, using Excel VBA and SQL.
Skills and Knowledge:
Candidate must also possess:
- Demonstrated Expertise ("DE") identifying, analyzing, and documenting business and system requirements and processes, using RSA Archer, PowerPoint, and Excel; creating data flow diagrams using Visio; and building Excel prototypes in Excel.
- DE performing financial risk analysis on fixed income instruments and derivatives to support project planning and prioritization, using Bloomberg Terminal (for data collection) and hedging techniques in MATLAB and Excel (to identify areas for opportunity).
- DE developing and testing quantitative financial models to support investment decision making and trading - GAAP or GIPS; and performing qualitative and quantitative analysis on financial models, technology designs, and data according to industry standards, financial theory, mathematical formulation, and regulatory expectations, using MATLAB, SQL Developer, and Excel.
- DE performing Asset Liability Management data analysis using SQL Developer and Excel; and developing custom solutions to support trading and investment management, using Business Intelligence tools - Power BI and Tableau.
#PE1M2
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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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, or by calling 800-835-5099, prompt 2, option 3.