Posted a month ago
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**Senior Analyst** for Custom SMA Investment Services, supporting a VP. Drive process improvements, mitigate operational risk, and collaborate across teams to enhance Fidelity's $9B custom SMA offering. 6+ years' experience required. Hybrid role with competitive compensation and benefits.
- Compensation
- $85,000 – $171,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
Job Description:
The Role
The Senior Analyst, Custom SMA Investment Services will help support the VP of Custom SMA Investment Services on Fidelitys Custom SMA offering for intermediaries. The position will play a critical role engaging with key business partners across Custom SMA Portfolio Management, Portfolio Engineering, Platform Enablement, Technology, Investment Product, and our Fidelity Institutional partners to understand and define the business requirements and processes supporting the entity. Additionally, it will support the continued build out of the product offering and the on-going run of the day-to-day Custom SMA business with proper efficiencies, scale and risk mitigation.
Responsibilities
Develop a deep understanding of the current end to end investment and client support model for the Custom SMA offering, and help to identify areas of improvements in technology integration and/or business processes
Help to identify and mitigate operational risk in investment processes and supporting ecosystem evaluate existing tools and processes, recommend solutions, enhancements and controls, and drive implementation
Facilitate and lead meetings to ensure the requirements of portfolio management, operational and platform needs of QRI are clearly articulated, understood, prioritized, and delivered
Partner with Investment Services Operations team in defining, documenting and overseeing processes and procedures supporting the Custom SMA offering
Develop and maintain strong relationships at multiple levels with key internal and cross company business partners, while acting as an advocate for QRI throughout the organization
Assist in coordination of key infrastructure projects across technology and other business partners, from analysis/design phase through development, testing and rollout.
The Expertise and Skills You Bring
6 years experience supporting investment management capabilities
Bachelors degree required
Experience with investment and operational process improvements, business analysis, systems analysis, and systems development projects
Ability to work within cross-functional and cross-business unit teams
Knowledge of managed account operating models, including tools, platforms, policies, and procedures
Highly effective and consistent written and verbal communication capabilities
Strong team orientation; commitment to excellence and attention to detail
Excellent problem-solving skills
Analytical skills, along with logical and critical thinking
Proven track record defining, documenting, implementing and supporting scalable processes and workflows
The Team
The role is part of the Asset Management (AM) CRBO division,
which is comprised of: AM Risk, Business Operations and Strategy, Fidelity Fund and Investment Operations, Investment Services and Investment Risk Management teams. This division works together to support AM's strategic goals while operating as the best partner to the business to protect our clients via risk oversight, common data and support, as well as strategic business planning. The Quantitative Research Investment Services (QRI IS) team, while part of CRBO, is aligned with the priorities of the Quantitative Research and Investments (QRI) organization within Asset Management. In particular, this role supports the Custom Portfolio Management team responsible for the management of custom SMAs. Today, the team runs $9B of client assets across single/multi-family offices and RIA/BD clients.
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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
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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.
Hybrid work schedule
Fidelitys 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.
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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