Investment Services Analyst

Job Description:

Analyst, Investment Services

Quantitative Research & Investing (QRI) Investment Services

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the 10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For more information about Fidelity Investments, visit www.fidelity.com.

The Position

The Senior Analyst will work closely with the QRI Investment Services team to support establish, implement, and manage an operating model to support the Quantitative Research & Investments team. The individual must:

• Be comfortable working with investors and have an interest in understanding the investment process
• Be creative and resourceful in responding to time-sensitive ad hoc requests
• Have a familiarity with digital tools and data

Responsibilities

• Assisting with the implementation of workflows to support and grow the QRI business
• Creating various communications in support of QRI strategic initiatives and business operations
• Maintaining the QRI SharePoint site and developing new content in support of QRI
• Collaborate with Compliance, Treasurer’s Office, FFIO, Audit, Legal and other internal and external groups

The Expertise and Skills You Bring

• Strong communication and analytical skills
• Must be highly organized, meticulous, detail oriented and have the ability to work independently
• Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities
• Excellent judgment, issue management, and problem solving skills
• Self-motivated and comfortable taking the initiative and owning the outcome
• Bachelor’s Degree

Values

The following values are considered to be fundamental to the way in which our company operates:

• Accountability
• Enthusiasm
• Integrity
• Teamwork
• Respect

The Team

The role is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, which is comprised of: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research & Analytics, Investment Services and Investment Risk Management. The teams work together to support AM’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. While part of CRBO, the role is aligned with the priorities of the Quantitative Research and Investments (QRI) organization.

Accommodation Language

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 please contact the following:

For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2

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).