PSG Trader, Equity

1 week ago

Boston, United States Fidelity Full time

Job Description:

Business Division

Fidelity Investments has more than $2.2 trillion in equity assets under management and has long been a leader in managing equity portfolios. Fidelity relies on its proprietary research, disciplined portfolio management, and sophisticated trading process to deliver superior long-term results for its shareholders and clients. The Portfolio Services Group (PSG) is part of the Global Equity Trading team and acts as a liaison between fund managers, trade operations teams, and internal partners.

The Position

Based in Boston, we are seeking a candidate to join the Portfolio Services Group (PSG) to support and partner with various teams within the organization. The Portfolio Services Team sits at the intersection of Portfolio Management, Compliance, Operations, and Equity Trading and is responsible for delivering a consistent high level of service to the investment professionals across the globe.

Position & Responsibilities

  • Create trades lists to assist PMs with cash management and shareholder activity.
  • Work with trading desk to provide PMs with liquidity and cost analysis for portfolio rebalances.
  • Partner with CIOs to manage the sector-focused sleeves portfolios within domestic, international, and emerging markets equity teams.
  • Manage and optimize portfolio holdings across active ETF products.
  • Partner with Global Product Solutions (GPS), Client Services, and external transition managers on client cash and in-kind securities transitions.
  • Monitor multi-currency balances and oversee active foreign currency balance management program.
  • Work closely with teams from Product and Investment Management on new fund launches and fund restructurings.
  • Partner with internal partners (GAA and SAI) to implement monthly glide path and model changes for the equity funds.
  • Collaborate with Compliance teams across the globe to support all equity funds from an aggregate and fund level monitoring perspective.
  • Liaison between trading desk and trading operations team to resolve issues requiring immediate action and projects to enhance operational procedures.
  • Provide best-in-class service and execution capabilities to the investment teams globally.

Experience and Qualifications

  • Bachelor’s degree or higher.
  • Minimum 7+ years of experience in the industry. Proficient in trading operations, market structure, and transition management will be considered an asset.
  • Ability to prioritize workload and responsibilities in a fast-paced environment. Comfortable working on tight timelines.
  • Contributes positively and is committed to improving the work environment and enhancing Fidelity’s culture.
  • Strong verbal and written communication skills with the ability to effectively engage with global investment professionals.
  • A team-oriented approach, working with peers in a collaborative environment to achieve the best outcome for shareholders.
  • Proficient in Microsoft Excel and comfortable working with large data sets.
  • Extreme attention to detail required.

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.

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.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.

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.

Apply

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