Job Description:

Business Division

Fidelity Investments has more than $ 2.2 trillion in equity assets under management and, with its roots dating back to the 1940s, has long been a leader in managing equity portfolios. Fidelity relies on its proprietary research, disciplined portfolio management and sophisticated trading process to deliver superior long-term results for its shareholders and clients. Over the years, its capabilities have grown substantially, with investment strategies designed across style, capitalization, sector, and geography. While its platform has expanded, its principles have remained the same: to offer those strategies in which Fidelity can add value and to offer products that help meet client needs.

The Position

Based in Boston, we are seeking a candidate to join the Equity Syndicate team. Team members in this role will work closely with the trading desk to facilitate funds’ participation in a variety of deal structures within equity capital markets. The primary focus will be on facilitating “over-the-wall” transactions, reverse inquiries, and managing testing-the-waters feedback communications pre-IPO.

Responsibilities

• Receive inbound wall cross requests that require the handling and dissemination of material non-public information (MNPI) via legal and compliance framework.
• Following strict guidelines, solicit portfolio manager interest in participation in a variety of different wall-cross transaction types.
• Negotiate on behalf of the Fidelity Funds’ interest in both non-public and public capital markets transactions, including IPOs, Follow-Ons, PIPE deals, and other strategic liquidity situations.
• Proactively engage with Fidelity’s investment professionals to craft creative liquidity solutions while leveraging ECM, Syndicate, and Trading relationships.
• Develop a deep understanding of various regulatory regimes and internal Fidelity policies.
• Manage external broker-dealer relationships to ensure optimal outcomes in ECM/Syndicate transactions.

Experience and Qualifications

• Bachelor’s degree or higher.
• 3+ years of Equity Capital Markets (ECM) experience will be considered an asset.
• Familiarity with different investment styles, trading terminology, and objectives across portfolios to manage participation on public equity offerings.
• Possess strong written and verbal communication skills with an ability to engage investment professionals concisely and effectively.
• Sound attention to detail, ability to multi-task and prioritize.
• Ability to work individually and in a collaborative team setting across multiple time-zones.
• Mentally agile with strong decision-making skills.

Values

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

• Accountability
• Integrity
• Teamwork
• Respect

Certifications: