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<h2>Job Description:</h2>The RoleFidelity's team is growing and looking for a dedicated Revenue Operations Senior Systems Manager. This team delivers innovative technology, robust industry experience and expertise, and seamless service to all companies and their stakeholders across their entire corporate life cycle. This role will be focused on supporting the growth and expansion of our business that services private companies and the start-up community.As the Revenue Operations Senior Systems Manager, you will be pivotal in the ongoing development and management of our HubSpot ecosystem for the Fidelity Private Shares go-to-market team. You will drive system improvements, streamline and automate processes, and ensure our technology solutions align with business objectives, best-in-class design, and Fidelity requirements. This role will split time between new integrations and implementations, automation projects, and providing end user support for our applications.<ul><li>Collaborate across go-to-market team to design, implement and test innovative technology solutions within our HubSpot instance acting as owner and executor</li><li>Ensure technical solutions align with go-to-market initiatives</li><li>Maintain expert level knowledge of the systems in our tech stack and keep up to date with software releases</li><li>Create and maintain documentation for applications and processes</li><li>Assist in training and enablement of new users to grow the technical capabilities across the team</li><li>Manage end user accounts, permissions, and access</li><li>Perform incident management (troubleshooting) and develop response procedures.</li><li>Extract, manipulate, import/update large and complex data sets</li><li>Ad hoc projects relating to integrations with existing Fidelity systems and ensuring our systems follow Fidelity requirements</li></ul>The Expertise We're Looking for and The Skills You Bring<ul><li>3-5 years of experience in a RevOps systems admin role, ideally in more than 1 HubSpot org</li><li>Technical aptitude in maintaining and building out GTM tools end-to-end</li><li>Deep understanding of HubSpot functionality. HubSpot certifications preferred</li><li>Experience configuring and integrating the systems in our tech stack</li><li>A self-started with prior experience in a high growth SaaS start-up scaling the operations of Sales, Marketing, Customer success</li><li>Excellent written and verbal communication skills and ability to clearly communicate ideas and solutions in user-friendly language</li><li>Problem-solver with a passion for improving efficiency</li></ul>The TeamFidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity's robust financial wellness offerings.We have been a leader in servicing public companies for their equity administration needs for two decades and through our recent acquisition of Shoobx, Inc we have expanded our offering of first-class services/solutions to service private companies and the start-up ecosystem.<h2>Certifications:</h2>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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, 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. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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 <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. 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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Fidelity Investments

Revenue Operations Senior Systems Manager

<h2>Job Description:</h2><h2>Financial Consultant</h2>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h2>The Purpose of Your Role</h2>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h2>The Expertise We're Looking For</h2><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h2>The Skills You Bring</h2><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h2>Our Investments in You</h2>Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h2>The Value You Deliver</h2><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h2>Certifications:</h2>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACompany 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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, 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. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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 <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. 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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Financial Consultant - Schaumburg, IL

<h2>Job Description:</h2>SummaryFidelity Investments established a new Chicago-based lending team in 2021 to pursue private credit investing. Our leveraged finance platform targets middle-market private equity backed businesses seeking financing for LBO's, acquisitions, dividends and other investments. We are looking for investor-minded, entrepreneurial, and accomplished candidates looking to join a growing team, gain significant experience and responsibility quickly, and help leverage the Fidelity name in this growing market.The GroupThe High Income &amp; Alternatives group has more than $100B in assets under management (AUM). The group's AUM are invested 'across the capital structure,' including in high yield bonds, leveraged loans, convertible bonds and equities. Fundamental research is the foundation of the group's investment process. The RoleBased in Chicago, this is an opportunity to join a team for the newly formed middle market direct lending strategy of Fidelity's High Income &amp; Alternatives group. This is a new important strategy for Fidelity where you will be a key member of the investment team. This individual should have a strong desire to become a private debt and leveraged credit investment professional, an understanding of credit markets and experience financing companies based on cash flows as well as assets. Success in this role will require excellent work ethic, a self-starter mentality, and the ability to work independently, while also collaborating within a growing team.ResponsibilitiesThe Associate will be an active and contributing member in all aspects of origination, due diligence, and relationship/portfolio management. These responsibilities include, but are not limited to:<ul><li>Interfacing with investment bankers, company management and private equity sponsors</li><li>Investment screening, including financial modeling and industry research</li><li>Assisting on all levels of due diligence on potential investments</li><li>Creating investment committee presentations</li><li>Participating in legal documentation and supporting ongoing portfolio management reviews</li></ul>QualificationsWe are seeking candidates who have the following characteristics:<ul><li>Bachelor's Degree in a relevant field required, advanced degree a plus</li><li>1-5 years of experience at a premier leverage lending firm, a top investment banking program, and/or a leading transaction advisory firm</li><li>Advanced financial modeling skills and comfort dealing with a variety of capital structures</li><li>Comfort participating in diligence meetings with senior management; portfolio companies, sponsors and other investment professionals</li><li>Excellent written and oral communication skills</li><li>Collaborative and proactive personality</li></ul>StandardsThe following standards are considered to be fundamental to the way in which our company operates:<ul><li>Responsibility</li><li>Integrity</li><li>Compassion</li><li>Expertise</li></ul><h2>Certifications:</h2>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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, 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. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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 <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. 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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Associate, Direct Lending (Originations, Underwriting & Portfolio Management)

<h2>Job Description:</h2>The GroupFidelity is a global leader in Target Date solutions with over $600 billion in current AUM in the Fidelity Freedom Funds, 529 College Savings Plans and other related strategies. Our award-winning target date investment team is based in Boston and leverages the contributions of dozens of individuals, including four dedicated portfolio managers.The target date team resides within the broader Fidelity Asset Management Solutions (FAMS) group, a leading provider of multi-asset class solutions for retail and institutional clients. The range of investment solutions includes target date funds, target allocations funds, income and real return strategies, world allocation funds, managed-volatility strategies and other custom institutional solutions. FAMS is also developing and managing a range of cross-asset liquid alternative strategies, including, risk parity, global macro-opportunities, arbitrage products, and option-based hedging strategies.The Value You DeliverWe are seeking a Portfolio Manager to join in managing all investment decisions for U.S. target date funds within a team-oriented framework.Strategic asset allocation<ul><li>Responsible for making long-term investment decisions, including determining the glide path and strategic allocations for the portfolios.</li><li>Provides investment insight and direction to a team of multi-asset researchers focused on strategic asset allocation.</li><li>Contributes to the ideology and philosophy related to the strategic asset allocation of the funds and FAMS more broadly.</li><li>Understands the long-term drivers of risk, return, and diversification in global asset classes.</li><li>Utilizes both fundamental and quantitative frameworks and decision processes.</li></ul>Active asset allocation<ul><li>Responsible for active allocation decisions relative to the benchmark, emphasizing mispriced assets over shorter time horizons.</li><li>Responsible for idea generation and implementation of alpha-generating investment decisions across the target date suite.</li><li>Comfort with risk measurement systems and implementation of active views within a risk budget.</li><li>Contributes to the active allocation investment process. Works closely and collaborates with the research organization to establish the research agenda supporting active asset allocation decisions.</li><li>Applies a risk discipline consistent with managing institutional multi-asset portfolios.</li></ul>Manager selection and portfolio construction <ul><li>Responsible for constructing portfolios primarily using a fund-of-funds approach, including selection of strategies and managers, supplemented by exposure to ETFs and futures.</li><li>Collaborates with the manager research team to establish the research agenda supporting manager and mandate decisions.</li><li>Establishes and maintains relationship with CIOs across the equity/bond organization communicating on current/future mandate needs.</li></ul>The Expertise and Skills You Bring10+ years of investment experience paired with industry relevant academic and/or professional credentials. A master's degree and/or completion of or progress towards a CFA are highly preferred. Additionally, you possess:<ul><li>Clearly defined investment process and demonstrated experience managing portfolios across and/or within global asset classes (i.e., stocks, bonds, currencies, commodities, alternatives).</li><li>Experience making strategic investment decisions in the context of lifecycle investing or other diversified portfolios.</li><li>Experience with security selection and derivatives implementation of active views.</li><li>Experience with multi-asset class risk frameworks and infrastructure, utilizing returns-based and holdings-based information.</li><li>Experience with multivariate statistics, actuarial mathematics, and data science.</li><li>Experience representing investment products with clients, consultants, media, and other institutional audiences.</li><li>Strong leadership skills.</li><li>High attention to detail.</li><li>Track record of working in high functioning teams.</li><li>Exceptional written and verbal communication skills.</li></ul><h2>Certifications:</h2>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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, 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. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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 <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. 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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Target Date Funds – Portfolio Manager

<h2>Job Description:</h2>The RoleFidelity Workplace Investing is seeking a professional individual with a strong interest in supporting Fidelity Health! You will be a leader in the Reimbursement Account Services organization, a dynamic team, supporting a fast-growing product. You will be dedicated to supporting a team of Reimbursement Account Managers who have responsibility for serving as the primary point of contact for clients regarding their reimbursement account offerings. The role focuses on leading your team in providing exceptional quality service which drives customer satisfaction and client retention. By maintaining and cultivating relationships with service teams supporting your mutual client, you will develop a trusted business partnership with a commitment to forward progress.The Expertise You Have<ul><li>7+ years within a professional, fast paced, corporate environment role</li><li>Bachelor's Degree or equivalent experience required.</li><li>Experience within Fidelity Health and/or healthcare and wellness benefits preferred</li><li>5-7 years leading service teams for large corporate clients in a complex, matrix environment</li><li>Demonstrated experience collaborating with cross-functional teams</li><li>Strong personal track record of building relationships</li><li>Exhibited big picture understanding of the business, its interrelationships, and priorities.</li><li>You have a proven record in leading teams to exhibit exceptional account management skills including establishing relationships with corporate clients to ensure their satisfaction and retention. </li><li>You possess an expert level understanding of health and benefit accounts, operational routines, and client needs and perspectives.</li><li>You promote a continuous improvement mentality and encourage associates to exhibit a customer obsessed culture.</li><li>You build and maintain highly effective relationships with key business partners.</li><li>You set and implement standards and ensure your team members deliver with quality and consistency. </li><li>You have a desire to coach, mentor and develop associates.</li><li>You have a commitment to monitoring associate performance to ensure targets are met and/or exceeded; taking corrective action and implementing plans as needed.</li><li>You exhibit leadership skills by consistently demonstrating the ability to get things done; championing initiatives which create service enhancements or process improvements; and lead associates in identifying issue(s), solution(s) and implementing the best solution in a timely manner.</li></ul>The Value You Deliver<ul><li>Result-Orientation: Strong work ethic; ability to manage competing priorities in a fast-faced environment. Consistently demonstrate a bias for action and results.</li><li>Sound Judgment: Ability to process complexity and detail in a fast-paced / dynamic environment and independently arrive at appropriate decisions that balance our responsibilities to Fidelity, our clients, and our associates.</li><li>Mobilize Others: You engage key business partners and cross-functional teams to drive solutions for clients which ensure quality, accuracy, reduce risk and enhance the client experience. </li><li>Communicate Clearly: You get results by effectively communicating to internal and external business partners, managing the successful execution of an agreed upon strategy.</li><li>Proactively Connect: You identify and communicate critical, time-sensitive information to senior management, Fidelity business partners, and vendors, and provides data and recommendations to influence policy, procedure, and solution decisions</li></ul>The TeamYou will be part of the Healthcare Operations Team serving as a key leader for the Fidelity Reimbursement Servicing team. You will lead the Reimbursement Account Managers on your team to provide the clients in your Book of Business with the highest quality service possible. You will provide voice of the customer feedback to the Health &amp; Benefits domain to drive incremental improvements for the Reimbursement Account offering. Company OverviewAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request accommodation.The above job description does not include all job responsibilities. This position may be required to perform related duties other than those specifically presented in this description.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling 'Dynamic Working'. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.<h2>Certifications:</h2>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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, 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. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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 <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. 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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

RA Director

<h2>Job Description:</h2>Fidelity Investments is looking for a Principal Full Stack Software Engineer that can work across multiple software development teams and with Data Scientists. This position is a hands-on technical leadership role where you will apply your software design and development skills to architect and build robust, scalable, and efficient solutions for our customers.<h2>The Team</h2>The Fidelity Labs Regulatory Technology Team is missioned with bringing innovative products and capabilities to market, holding end to end responsibility for full solution development. We will introduce new products to market to be used daily across the globe, across all devices and browsers. The team experience is collaborative, innovative and engaged in a start-up like atmosphere. Scrum teams work on all aspects of our products, and work interactively.<h2>The Expertise and Skills You Bring</h2><ul><li>10+ years of experience developing full stack web applications, including significant hands-on experience with Spring Boot, React, AWS services and networking</li><li>Experience with PostgreSQL, Docker, Jenkins, ETL tools, CI/CD (Terraform)</li><li>Passion for automated testing as a core part of the development process</li><li>Mentor other team members on design techniques and coding standards and help them in making technical decisions</li><li>Comfortable taking initiative and owning the delivery of technical solutions from conception to completion</li><li>Ability to learn and develop expertise in new tools and products quickly</li></ul><h2>The Value You Deliver</h2><ul><li>Translating business requirements into scalable, secure solutions that meet the customer need and internal quality and security standards</li><li>Driving excellence in software development practices and processes, fostering a culture of continuous improvement</li><li>Providing a strong voice in analysis and design meetings</li></ul><h2>The Team</h2>We are Fidelity Labs, Fidelity Investments' in-house FinTech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve.Fidelity Labs is a dynamic workplace that combines the best parts of startup life-building from scratch, adapting quickly, and moon-shot ambition-with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture.This opportunity is brought to you by Fidelity Labs. Learn more at <a href="https://labs.fidelity.com/" target="_blank">labs.fidelity.com</a>.<h2>Certifications:</h2>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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, 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. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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 <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. 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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Principal Full Stack Software Engineer

<h2>Job Description:</h2>The Role<ul><li>Performing all tasks associated with the Bank Debt Group including (but not limited to) trade settlements, fail management, and accounting processing.</li><li>Identifying and escalating issues, which could have significant impact on daily operations</li><li>Providing exceptional service to the various business partners</li><li>Participating in future project opportunities and facilitate change in a rapidly developing environment</li><li>Assisting with development and review for new and/or changes to departmental policies and procedures</li><li>Collaborating within team environment to successfully manage daily work volumes and quality standards</li></ul>The Expertise and Skills you Bring<ul><li>2+ years of term loan operations experience preferred</li><li>Wall Street Office experience highly preferred</li><li>2-5 years of financial services industry experience</li><li>Bachelor's degree preferred, but not required</li><li>Your excellent interpersonal and communications skills</li><li>Your strong time management skills</li><li>Your ability to handle multiple projects and tasks simultaneously within a tight timeframe</li><li>Your strong analytical skills</li><li>Your solid knowledge of business and industry practices</li><li>Your ability to recognize high-risk items and escalate those items or seek assistance to minimize loss to either the shareholder and/or Fidelity</li><li>Your ability to develop solid action plans to resolve daily operational issues/ problems </li></ul>The TeamAs part of Fidelity Fund and Investment Operations (FFIO) business unit, the Bank Debt Operations group is responsible for facilitating the processing, distribution, and reconciliation of Bank Debt transactions in support of Accounting and Trading. This role requires great attention to detail, ability to work in a time sensitive environment and the ability to "think outside of the box." In addition to the technical aspect of the role, the Representative also performs project work, looks for process improvements, partakes in training and development opportunities and is part of a larger team effort. Depending on the project that the analyst supports, the work hours may vary from early morning shifts to more standard work hours. The ability to work overtime and be flexible is encouraged.<h2>Certifications:</h2>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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, 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. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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 <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. 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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Senior Analyst, Term Loan Operations

<h2>Job Description:</h2>Director, Portfolio OversightThe RoleFidelity Charitable is looking for a Director, Portfolio Oversight to join the Investment Operations team. You will be responsible for the accuracy, integrity, and compliance of investment records and transactions which involves overseeing reconciliation processes ensuring that all transactions, holdings, and valuations align with internal systems, reporting channels and external sources. This role requires a blend of financial expertise, attention to detail, and leadership skills to manage multiple teams and implement processes that optimize our operational efficiency. You will lead portfolio accounting, alternative operations, and pooled income fund teams. You will also be responsible for partnering with operational efficiency teams to drive automation efforts as well as other cross Fidelity Charitable and enterprise teams.<ul><li>Develop and maintain business metrics and scorecard to inform periodic business review, reporting, and forecasting</li><li>Partners across teams to identify, prioritize, and drive key advances in process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li><li>Proactively seeks and devises plans to automate reconciliation tasks working with technical teams to enhance existing capabilities</li><li>Actively monitors routine activities to proactively identify risk areas and partners with legal, risk, and compliance to address</li><li>Serves as escalation point for complex and high-risk reconciliation manners and works cross teams to remediate</li><li>Provide regular updates on reconciliation status, outstanding issues, and risk exposures to executive leadership</li><li>Supports the execution of functional and Service Delivery &amp; Operations strategic initiatives which improve our operational efficiency, team productivity and quality</li><li>Engage in other projects to integrate new financial products, markets, or regulatory requirements into the reconciliation framework</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's Degree in Business Administration or Finance; Graduate degree preferred</li><li>At least 10 years of experience in investment operations with in-depth knowledge of financial markets, securities, and investment products</li><li>Demonstrates proven leadership capabilities with a passion for helping teams thrive</li><li>Foster a culture of operational excellence, high quality and continuous improvement</li><li>Maintains familiarity with industry best practices and seeks opportunities to implement them as appropriate.</li><li>Establishes and maintains strong and cooperative relationships with cross-functional, cross-organizational teams to foster a collaborative environment for the resolution of problems and/or errors.</li><li>Strong analytical, problem-solving, data driven decisioning abilities, big picture thinker</li><li>Experience in Advent APX or other portfolio reconciliation system a plus</li><li>Effective verbal and written communication skills; strong presentation skills</li><li>Must be flexible during high-volume periods, specifically Giving Season (December-January)</li></ul>The TeamFidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization's employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.<h2>Certifications:</h2>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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, 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. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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 <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. 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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Director, Investment Operations

<h2>Job Description:</h2>Outstanding opportunity to join a growing team at Soteria Reinsurance within Fidelity Investments. Come join a team leading one of the best-in-class financial services companies in its entry into the life and annuity reinsurance market. Our vision is to build a trusted partner to cedants with strong capital and investment capabilities.The RoleThe Portfolio Manager is a key member of the investment team. The team develops and executes investment strategies to support liabilities. This role will be focused on investment idea generation, portfolio construction, and active portfolio management to support the acquisition of new reinsurance business and growth of the company. Investment strategies are designed to meet key objectives such as generating stable income and optimizing return on capital, while adhering to asset liability management requirements and company risk appetite. Responsibilities<ul><li>Manage investment activities of the reinsurance portfolio to optimize capital within statutory, accounting, and risk management constraints;</li><li>Assess and manage all market and investment risks while pricing transactions, documenting all asset pricing assumptions;</li><li>Oversee asset liability management for managed portfolios with a deep understanding of liability risk characteristics;</li><li>Work with asset managers to develop new or expanded mandates and investment guidelines for investment strategies; </li><li>Develop and manage processes for ongoing communication of investment activities with asset managers;</li><li>Negotiate investment guidelines and treaty terms with prospective clients to manage asset risk and generate target returns; and</li><li>Enhance portfolio performance with tactical relative value opportunities in consideration of overall asset allocation and risk constraints.</li></ul>QualificationsWe are seeking an insurance portfolio manager who has the following minimum qualifications:<ul><li>MBA or Master’s degree in a relevant quantitative field and 8+ years of insurance asset management work experience;</li><li>Strong track record of managing multi-sector portfolios within a reinsurance or insurance company;</li><li>Broad experience across fixed income asset classes and sectors with a strong background in securitized assets.</li><li>Experience developing and implementing investment strategies through the use of external asset managers;</li><li>Ability to manage existing portfolio management processes and develop new processes including data management;</li><li>Experience monitoring asset manager performance and compliance within investment guidelines;</li><li>Strong ability to collaborate with internal and external constituents including risk management, actuarial, finance, tax, and operations functions; and</li><li>Ability to innovatively contribute to an entrepreneurial reinsurance team, within a large organization environment;</li></ul>The following additional qualifications are preferred:<ul><li>Other industry certifications such as CFA, FSA, ASA, CERA, FRM</li><li>Experience with an object oriented programming language such as Python</li><li>Alternative asset experience</li></ul>Compensation and LocationPosition located in Boston or Bermuda. Competitive salary, bonus, and benefits package commensurate with experience.<h2>Certifications:</h2>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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, 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. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, 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 <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. 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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

405 Fidelity Investments Jobs