Fidelity TalentSource LLC | Municipal Finance Director MA | boston, ma
6 days ago
Job Description:
Fidelity Capital Markets (FCM) seeks a Municipal Finance professional to support the growth of our co-managed negotiated business. FCM is the conduit to the new issue market for our individual and professional retail clients across the enterprise and seeks to ensure regular and ongoing access through both competitive and co-managed negotiated transactions. FCM intends to grow our participation in the negotiated new issue space primarily as a co-managed underwriter.
This position\u00A0will help to build and grow our municipal finance coverage and issuer relationships and in turn help to ensure our retail investors have access to a wealth of issuers bonds. You will serve as the primary point of contact for most issuer clients, manage the RFP process, and coordinate with the underwriting desk, compliance and market strategy and other internal business partners to facilitate access and engagement. The Expertise and Skills You Bring:
- Undergraduate degree or equivalent work experience required (advanced degree a plus)
- A minimum of 5+ years of within the public finance space.
- Experience with issuer coverage, the new issue transaction process, municipal credits and bond structures.
- Understanding of and ability to manage and respond to RFPs and/or similar procurement requirements.
- Ability to advocate for retail-friendly issuance strategies (structures, order periods, priority).
- Ability to collaborate productively and proactively with internal partners (underwriting, trading, compliance, risk, retail channels)
- Comfort with and the ability to participate as expected in the origination process (due diligence meetings, POS review, syndicate calls, etc.)
- Development and delivery of education and marketing strategies that support Fidelity's various distribution channels.
- Manage capital commitment procedure with guidance from Underwriting, risk and desk strategists to prepare reports for FCM's Capital Commitment Committee.
- Communication Skills: Demonstrated experience and comfort with presentations and strong writing skills.
- Attend relevant industry conferences on behalf of the department.
- Willingness to travel up to 30% of the time.
- Series 7, 63, 52 (may request candidate to secure the 53 and or 24 as well)
The Team
Every year Fidelity Capital Markets underwrites hundreds of municipal bond and note transactions. Our goal is to deliver the full range of products to our investors including primary market access. We hope to engage our retail customers and supporting our issuer client s transactions with our investors demand. By engaging FCM as an underwriter, issuers can leverage a deep pools of retail liquidity in the industry and tap into one of the largest trading networks of an industry leader. Please note, Fidelity's titling framework is as follows:
Manager -> Senior Manager -> Director -> Vice President
Certifications:
Series 07 - FINRA
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\u2014we 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
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.-
boston, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Systems Analyst to work in Fidelity’s Asset Management Technology in Boston, MA. SAI Technology is looking for a Senior Systems Analyst to join our Workplace Managed Accounts Portfolio Construction team. The role...
-
boston, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Contracts Manager to work in Boston, MA or Merrimack, NH. The Role The Contract Manager provides industry specific expertise and strategic and tactical direction in the development, negotiation, management and...
-
boston, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Contracts Manager to work in Boston, MA or Merrimack, NH. The Role The Contract Manager provides industry specific expertise and strategic and tactical direction in the development, negotiation, management and...
-
boston, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Instructional Designer (Global) to work in Boston, MA! We're hiring an experienced Learning & Development (L&D) designer in Boston to help us build out a learning platform to support our global team of experts across a...
-
boston, United States Fidelity TalentSource LLC Full timeEnd User Technician Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an End User Support Technician to work in Fidelity's Enterprise Infrastructure Group in Boston, MA! This position will provide end-user technology support for the Fidelity locations in MA. It includes...
-
boston, United States Fidelity TalentSource LLC Full timeJob Description:Fidelity Capital Markets (FCM) seeks a Municipal Finance professional to support the growth of our co-managed negotiated business. FCM is the conduit to the new issue market for our individual and professional retail clients across the enterprise and seeks to ensure regular and ongoing access through both competitive and co-managed negotiated...
-
boston, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a UX Operations Manager to work in FCAT (Fidelity Center for Applied Technology) in Boston, MA! The team This team in FCAT currently has 6 plus ongoing workstreams focused on a variety of AI models, behavioral economics,...
-
boston, United States Fidelity TalentSource LLC Full timeSenior Data Analyst The Role Fidelity Labs is seeking a Senior Data Analyst to define and complete a series of data governance and analysis-related activities associated with our Data Aggregation product. Specifically, the analyst will focus on crafting a data catalog, building a series of data quality rules, handling data intake requests, and supporting...
-
boston, United States Fidelity TalentSource LLC Full timeSenior Data Analyst The Role Fidelity Labs is seeking a Senior Data Analyst to define and complete a series of data governance and analysis-related activities associated with our Data Aggregation product. Specifically, the analyst will focus on crafting a data catalog, building a series of data quality rules, handling data intake requests, and supporting...
-
boston, United States Fidelity TalentSource LLC Full timeFidelity Talent Source is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for an Associate Compliance Analyst to work in Boston, MA! The Associate Compliance Analyst is part of a team responsible for providing registration and licensing support to maintain the securities registrations, investment...
-
boston, United States Fidelity TalentSource LLC Full timeFidelity Talent Source is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for an Associate Compliance Analyst to work in Boston, MA! The Associate Compliance Analyst is part of a team responsible for providing registration and licensing support to maintain the securities registrations, investment...
-
Boston, MA, United States Fidelity TalentSource LLC Full timeEnd User Technician Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an End User Support Technician to work in Fidelity's Enterprise Infrastructure Group in Boston, MA! This position will provide end-user technology support for the Fidelity locations in MA. It includes...
-
boston, United States Fidelity TalentSource LLC Full timeJob Description:Fidelity Capital Markets (FCM) seeks a Municipal Finance professional to support the growth of our co-managed negotiated business. FCM is the conduit to the new issue market for our individual and professional retail clients across the enterprise and seeks to ensure regular and ongoing access through both competitive and co-managed negotiated...
-
boston, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Agile Scrum Master to work at Fidelity in Boston, MA! The Role As a Scrum Master, you’ll be a part of highly collaborative, cross-functional Scrum teams within the Fidelity Brokerage division of Fidelity. You will...
-
Boston, MA, United States Fidelity TalentSource LLC Full timeJob Description:Fidelity Capital Markets (FCM) seeks a Municipal Finance professional to support the growth of our co-managed negotiated business. FCM is the conduit to the new issue market for our individual and professional retail clients across the enterprise and seeks to ensure regular and ongoing access through both competitive and co-managed negotiated...
-
Boston, MA, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a UX Operations Manager to work in FCAT (Fidelity Center for Applied Technology) in Boston, MA! The team This team in FCAT currently has 6 plus ongoing workstreams focused on a variety of AI models, behavioral economics,...
-
boston, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a 2D Animation Designer to work in Fidelity’s Workplace Investing Business Unit in Boston, MA - Merrimack, NH or Covington, KY. The Expertise We Are Looking For Strong skill and curiosity about 2D animation and...
-
Boston, MA, United States Fidelity TalentSource LLC Full timeFidelity Talent Source is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for an Associate Compliance Analyst to work in Boston, MA! The Associate Compliance Analyst is part of a team responsible for providing registration and licensing support to maintain the securities registrations, investment...
-
Boston, MA, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Agile Scrum Master to work at Fidelity in Boston, MA! The Role As a Scrum Master, you’ll be a part of highly collaborative, cross-functional Scrum teams within the Fidelity Brokerage division of Fidelity. You will...
-
boston, United States Fidelity TalentSource LLC Full timeSecurity Officer The Role Fidelity is currently seeking top candidates to serve Fidelity as a Security Officer. This position is located in Boston, MA. Are you eager to part of something positive and work within a dynamic and collaborative team environment? Our success as a firm is due to the personal responsibility and pride our associates take in...
