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Manager, Investment Operations

2 months ago

Boston, United States Fidelity Investments Full time
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:

Category:

Investment Operations

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).