Posted 12 days ago
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**Investment Operations Director, FIWA Investment Services:** Lead operational excellence for portfolio management and research workflows. Key responsibilities: data integrity, portfolio rebalance execution, problem-solving, process innovation, and risk mitigation. Required skills and qualifications including: 10+ years of experience, portfolio management background, strong data capabilities, and relevant certifications. Drive strategic priorities and collaborate with teams to enhance operational processes.
- Compensation
- $103,000 – $211,000 USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you a highly motivated operations professional seeking a challenging and rewarding opportunity? We are seeking an experienced Director to support a rapidly growing product platform. As client adoption continues to grow, the need for scalable, reliable, and technologyenabled investment operations has become increasingly critical. This role sits at the center of portfolio management, research and operational execution and offers hands-on exposure to how investment ideas are translated into portfolios and delivered at scale.
As a key member of the Investment Services team, you will drive operational excellence across portfolio management and research workflows. You'll own critical responsibilities, including:
Data Integrity and Oversight: Ensure the accuracy and reliability of investment data through daily controls, validation processes and ongoing quality monitoring
Portfolio Rebalance Execution: Lead the endtoend model portfolio rebalance process, partnering across channels to ensure seamless implementation
Problem Solving: Research and analyze complex operational issues, developing effective solutions and escalating appropriately
Process Innovation: Identify and implement automation and process improvements to enhance scalability and efficiency
Risk Mitigation: Proactively identify data and operational risks, strengthening controls and governance frameworks
The Expertise and Skills You Bring
Develop deep expertise in FIWAs portfolio management and research production lifecycle
Partner closely with research, portfolio management, and technology teams to support investment delivery
Influence strategic priorities by identifying opportunities to improve infrastructure, processes, and data flows
Collaborate with technology partners and FIWA leaders to help define roadmap, tooling and automation initiatives
Enhance operational processes supporting portfolio construction, rebalances, and investment IP distribution
Serve as a leader and trusted partner for FIWA across the broader organization
10 plus years of hands-on experience in a financial operations environment
Bachelors degree required; advanced degree or CFA a plus
Series 7, 63 required or willing to obtain within 6 months
Strong understanding of portfolio management workflows and investment data environments
Demonstrated success driving process improvement, automation, and operational scale
Advanced analytical and problemsolving skills with a proactive, solution-oriented mindset
Strong data capabilities (Excel required; SQL, a plus)
Ability to manage multiple priorities in a fast-paced environment
Excellent communication and stakeholder management skills
The Team
Investment Services is a core enablement team that supports FIWAs asset allocation, manager research, and portfolio management functions. As FIWAs product offerings and client adoption continue to grow, the need for scalable, reliable, and technologyenabled investment operations has become increasingly critical.
As a member of the Investment Services team, youll play a key role in supporting daytoday investment operations, managing and processing research and investment datasets, and partnering closely with FIWAs research and portfolio management teams to help deliver highquality investment outcomes. This role offers handson exposure to how investment ideas are translated into portfolios and delivered at scale.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Investment OperationsApply
All fields are required. Candidates should limit the number of roles they apply to at any given time.
Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At 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 experience.
Reasonable accommodations
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.
Equal opportunity employer
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.
Applicant screening
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 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.
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