Job Description:

The Role

The Director, FIWA Investment Services will have responsibility for tasks and functions supporting investment professionals in the FIWA Investment Office. Responsibilities include helping to define a technology-led, scalable operational support model to support FIWA’s research and portfolio management capabilities and leading these workflows. The role will require technological and data expertise, collaboration with various groups across Fidelity in support of the investment process, and alignment with the research and portfolio management teams to support their daily needs.

• Lead strategic buildout of data-driven operational processes to support execution of FIWA’s investment processes supporting research and portfolio management

• Design streamlined and automated operational processes, with a focus on embedded quality and reasonability checks to ensure integrity of inputs, processing, and outputs of the investment process

• Lead execution of production workflows supporting non-discretionary portfolio management, generation of quantitative research, and distribution of quantitative and fundamental research to downstream consumers

• Lead the implementation of quarterly processes, communication and escalation protocols and documentation for workflows

• Be the subject matter expert for the FIWA portfolio management and research production processes including portfolio construction data, model rebalances, and distribution of FIWA Investment IP

• Articulate, prioritize, and deliver the operational and platform needs of FIWA’s Investment Office

• Support design and execution of controls in investment processes, collaborating with investment teams

• Work with technology partners and key stakeholders to develop and refine investment infrastructure vision, roadmap, and prioritization needs across FIWA

• Define and develop support models for new investment capabilities, from analysis/design phase through development, testing and rollout

• Develop and maintain strong relationships at multiple levels with key internal and cross company business partners, act as advocate for FIWA throughout the organization

• Engage with external stakeholders, such as discretionary management providers, on behalf of FIWA

The Expertise and Skills You Bring

• 10+ years working experience

• A Bachelor’s degree in finance, math, accounting, engineering, or computer science. Master’s Degree or CFA Charter are preferred but not required

• Fluency in MS Excel, advanced level SQL and ability to traverse a wide array of database schemas across diverse content sets

• Experience programming in Python or R with the ability to develop customized quantitative tools

• Experience with Morningstar, FactSet, and/or eVestment is a plus

• Knowledge of Security Reference data across Asset Classes and familiarity with security, fund and index performance measurement, predictive risk modeling and performance attribution

• Highly analytical with the ability to quickly comprehend large data sets in order to develop new processes, perform calculations, identify anomalies, and/or produce new reporting capabilities

• Comfortable working with investors and a deep understanding of various investment processes

• Ability to define technical requirements and codify automated production processes

• Excellent judgment, issue management experience, and problem-solving skills

• A demonstrated ability to define, document and build processes and workflows

• Strong hands-on project leadership skills with the ability to complete complex projects as a part of a small team within a fast-paced environment

• Strong team orientation; commitment to excellence; attention to detail

• Partner with multiple areas of FIWA and FI including Portfolio Management, Research, Operations and Technology to ensure the required business needs to support and minimize risk are implemented and met

• Collaborate with stakeholders to ensure the quality of FIWA’s investment outputs

• Foster a culture that encourages and rewards proactivity, accountability, and excellence

• Demonstrate a proactive approach to growing your skills and building your platform knowledge

• Series 7 Preferred

Team

Fidelity Institutional Wealth Adviser (FIWA) provides portfolio construction insights and capabilities by delivering investment research and portfolio management that enable the development of multi-asset class solutions and enhance the decision-making process for Fidelity Institutional clients. The Strategy and Operations team leads strategy as well as critical functions for FIWA, including Business Management & Oversight, Investment Product, and Investment Services.

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