Job Description:
Position Description:
Develops roadmaps for current and targeted business and technical capabilities through comprehensive process, data, and solution analysis, using project management tools -- Jira and Jira Align. Expands portfolio monitoring, construction, and execution capabilities and develops dynamic implementation solutions. Integrates investment processes within the technology infrastructure and implements investment strategies. Analyzes portfolio construction, attribution, and risk data, using SQL, Python, and Insomnia. Presents findings using business process tools -- Draw.IO, Confluence, and Business Process Modelling tools. Collaborates on technical solution assessments using C4 Architecture diagramming, Amazon Web Services (AWS) toolsets, Angular/React JS, and Java.
Primary Responsibilities:
- Provides subject-matter expertise and influences business priority, strategy, product design, operating model, and implementation plans.
- Builds a deep understanding of the overall portfolio construction and implementation process across different product fund groups and advocates for the team in technology and operations focused meetings.
- Documents business capabilities and requirements for technology projects.
- Partners with investment and technology professionals to drive development requirements.
- Enables alignment between data management and investment processes.
- Evaluates, improves, and implements operational controls and procedures.
- Applies technology-based solutions to internal control processes.
- Establishes streamlined and efficient processing capabilities for core processing and servicing tasks.
- Partners with trading desks, custodians, and data providers to onboard new financial products.
- Works with compliance partners to set up pre-trade and post-trade compliance processes.
- Assists and supports large-scale project implementations.
- Manages vendor and consultant relationships related to the investment operations program.
- Participates in key programs and projects designed to enable business growth.
- Collaborates the design of and implements capabilities required for existing and future digital asset investment projects.
- Stays up-to-date on applicable laws, regulations, industry standards, and technology landscape.
- Identifies risks and develops preventive measures.
- Prepares and reviews operational or project progress reports.
- Generates custom reports using software programs and vendor data.
Education and Experience:
Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, Business Administration, or a closely related field (or foreign education equivalent) and six (6) years of experience as a Director Investment Architecture (or closely related occupation) defining strategy and business requirements to develop technology solutions for multi-asset class investment products in a cloud-based AWS environment, using Angular, React JS, Python and Java ecosystems.
Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, Business Administration, or a closely related field (or foreign education equivalent) and four (4) years of experience as a Director Investment Architecture (or closely related occupation) defining strategy and business requirements to develop technology solutions for multi-asset class investment products in a cloud-based AWS environment, using Angular, React JS, Python and Java ecosystems.
Skills and Knowledge:
Candidate must also possess:
- Demonstrated Expertise (“DE”) implementing and enabling Agile methodologies (Scrum, Kanban, Lean, and Scaled Agile) to allow faster time-to-market and improve coordination between multiple teams for complex projects; performing backlog management and story mapping using RICE; refining product backlog to manage sprints prioritization, using Jira, Trello, or Asana; overseeing and conducting risk management, cost management, budgeting, and forecasting, using MS Project, Smartsheet, Confluence, and Jira to identify and manage risks throughout the project lifecycle; and developing and executing product strategies, and prioritizing features and tasks based on business value and customer impact, using Tableau, Miro, and Jira Product Discovery.
- DE implementing updates for Web applications throughout the Software Development Lifecycle (SDLC) using Application Lifecycle Management (ALM), Jira, Confluence, Github, and bitbucket; documenting business requirements to ensure alignment with project goals, using Jira and Confluence; performing business process mapping and building new processes to create scale and efficiency (using Visio, Promapp, and Draw.IO) and reduce operational risk for investment strategies (using Six Sigma, Lean, Agile, Kaizen, and Comparative analysis and benchmarking); creating architectural blueprints and design specifications and managing the development and deployment process, including continuous integration and continuous deployment (CI/CD) pipeline, using Docker, Jenkins, Bamboo, Splunk, and ServiceNow.
- DE designing and implementing solutions (database design and model) for relational and non-relational databases, using Erwin, ER/Studio, and Enterprise Architect; and ensuring data security (including data encryption, Access Control Lists (ACL), AWS Secrets Manager, and Server-Side Encryption (SSE)) and compliance with regulations (National Institute of Standards and Technology (NIST), Federal Information Processing Standards (FIPS), Securities and Exchange Commission (SEC), and US Department of Treasury), using Data Warehousing and Extract, Transform, Load (ETL) processes on Cloud platforms -- AWS, Azure, or Google Cloud.
- DE translating portfolio construction and implementation business processes into business capabilities and requirements using supporting technology for Holdings (MorningStar Direct and Bloomberg), Security Reference (Security master and Enterprise Data Management (EDM)), IBOR/ABOR (Charles River or InvestOne), Benchmark (Bloomberg, eVestment, and Factset), and Instruments – Risk and Rating (S&P, Moody’s, and Fitch).
Salary: $158,100.00 - $168,100.00/year.
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Investment OperationsPlease be advised that Fidelity’s 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.
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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.
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.