Job Description Grow your career with a growing organization Whether they re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that s hard to beat. And from a personal satisfaction perspective, you ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. This posting is for a June 24th, 2024 start date. What you will do Work in collaboration with a team of associates and launch your financial services career in our call center! New to the industry? No problem. Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory. Partner with our team and clients to: Provide excellent service within our call center for our customers retirement savings accounts Educate and empower our customers without having to make cold calls or sales Communicate critical plan updates and changes Process contribution changes, loans, and withdrawals Process general account changes upon direction from the customer Receive the opportunity to train and study to obtain FINRA Series 6 & 63 licenses What you will bring Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday Associates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience What will set you apart Fluency in both English and Spanish Financial Services or call center experience FINRA series 6 and 63 or higher equivalent licensure A passion for providing quality customer service Desire to engage with customers over the phone Capability to adapt communication style while servicing our diverse customer base Attention to detail and ability to learn and apply financial industry policies, processes, and procedures Required Minimum Internet Specifications: To ensure you are set up for success, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to attend training and work without interruption. Other necessary computer equipment, headset and training materials will be provided. Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time 16 hours per calendar year Leave of absence programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $38,100.00 - $52,425.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-03-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower s free newsletter and check out The Currency. Workplace Flexibility: Remote
04/28/2024
Full time
Job Description Grow your career with a growing organization Whether they re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that s hard to beat. And from a personal satisfaction perspective, you ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. This posting is for a June 24th, 2024 start date. What you will do Work in collaboration with a team of associates and launch your financial services career in our call center! New to the industry? No problem. Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory. Partner with our team and clients to: Provide excellent service within our call center for our customers retirement savings accounts Educate and empower our customers without having to make cold calls or sales Communicate critical plan updates and changes Process contribution changes, loans, and withdrawals Process general account changes upon direction from the customer Receive the opportunity to train and study to obtain FINRA Series 6 & 63 licenses What you will bring Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday Associates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience What will set you apart Fluency in both English and Spanish Financial Services or call center experience FINRA series 6 and 63 or higher equivalent licensure A passion for providing quality customer service Desire to engage with customers over the phone Capability to adapt communication style while servicing our diverse customer base Attention to detail and ability to learn and apply financial industry policies, processes, and procedures Required Minimum Internet Specifications: To ensure you are set up for success, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to attend training and work without interruption. Other necessary computer equipment, headset and training materials will be provided. Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time 16 hours per calendar year Leave of absence programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $38,100.00 - $52,425.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-03-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower s free newsletter and check out The Currency. Workplace Flexibility: Remote
Job Description Grow your career with a growing organization Whether they re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that s hard to beat. And from a personal satisfaction perspective, you ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. This posting is for a June 24th, 2024 start date. What you will do Work in collaboration with a team of associates and launch your financial services career in our call center! New to the industry? No problem. Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory. Partner with our team and clients to: Provide excellent service within our call center for our customers retirement savings accounts Educate and empower our customers without having to make cold calls or sales Communicate critical plan updates and changes Process contribution changes, loans, and withdrawals Process general account changes upon direction from the customer Receive the opportunity to train and study to obtain FINRA Series 6 & 63 licenses What you will bring Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday Associates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience What will set you apart Fluency in both English and Spanish Financial Services or call center experience FINRA series 6 and 63 or higher equivalent licensure A passion for providing quality customer service Desire to engage with customers over the phone Capability to adapt communication style while servicing our diverse customer base Attention to detail and ability to learn and apply financial industry policies, processes, and procedures Required Minimum Internet Specifications: To ensure you are set up for success, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to attend training and work without interruption. Other necessary computer equipment, headset and training materials will be provided. Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time 16 hours per calendar year Leave of absence programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $38,100.00 - $52,425.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-03-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower s free newsletter and check out The Currency. Workplace Flexibility: Remote
04/28/2024
Full time
Job Description Grow your career with a growing organization Whether they re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that s hard to beat. And from a personal satisfaction perspective, you ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. This posting is for a June 24th, 2024 start date. What you will do Work in collaboration with a team of associates and launch your financial services career in our call center! New to the industry? No problem. Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory. Partner with our team and clients to: Provide excellent service within our call center for our customers retirement savings accounts Educate and empower our customers without having to make cold calls or sales Communicate critical plan updates and changes Process contribution changes, loans, and withdrawals Process general account changes upon direction from the customer Receive the opportunity to train and study to obtain FINRA Series 6 & 63 licenses What you will bring Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday Associates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience What will set you apart Fluency in both English and Spanish Financial Services or call center experience FINRA series 6 and 63 or higher equivalent licensure A passion for providing quality customer service Desire to engage with customers over the phone Capability to adapt communication style while servicing our diverse customer base Attention to detail and ability to learn and apply financial industry policies, processes, and procedures Required Minimum Internet Specifications: To ensure you are set up for success, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to attend training and work without interruption. Other necessary computer equipment, headset and training materials will be provided. Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time 16 hours per calendar year Leave of absence programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $38,100.00 - $52,425.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-03-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower s free newsletter and check out The Currency. Workplace Flexibility: Remote
Job Description: The Role As one of the principal quant developer on the team, you blend investment management and technical expertise with a passion for delivering results. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will contribute to build high quality, robust, and efficient analytical solutions that will be used to improve SAI's investment processes. You will be responsible for managing project backlog for the team and communicate the same with the partners. The Expertise and Skills You Bring Bachelor's degree (or above) in a quantitative or computational field such as Statistics, Computer Science or Applied Mathematics 6 + years of experience in analytical models and working with investment professionals Proven experience in either equities, fixed income or alternative asset classes Deep understanding of quantitative techniques and methods, statistics and econometrics - including probability, linear regression and time series data analysis Proven track record in hands-on development of analytical solutions Full-stack software development knowledge. Technical and programming skills including R, Java, SQL and Linux. Ability to optimally connect with multiple partners, including fundamental and quantitative researchers, technology partners and senior management Intelligently apply sophisticated analytics and quantitative concepts to support investment needs and develop new solutions. Lead the implementation of a research project through the entire software development lifecycle utilizing a full-stack implementation. Add scale, rigor, and repeatability to research through software development standard methodologies. Assist Research teams in developing new models and products that will provide an advantage to the organization in the marketplace. Adept at detecting scope changes and calling out issues The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the investment teams in Strategic Advisers on various projects including portfolio construction, risk management, and alpha research. We build high quality, robust, and efficient high-responsive solutions that are used to improve Strategic Advisers efficiency and decision-making processes. 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 experiences. For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or call , prompt 2, option 2 if you would like to request an accommodation. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Staff Accountant, Accounts Payable Clerk, and Accounts Receivable Clerk and others in the Accounting and Finance to apply.
04/28/2024
Full time
Job Description: The Role As one of the principal quant developer on the team, you blend investment management and technical expertise with a passion for delivering results. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will contribute to build high quality, robust, and efficient analytical solutions that will be used to improve SAI's investment processes. You will be responsible for managing project backlog for the team and communicate the same with the partners. The Expertise and Skills You Bring Bachelor's degree (or above) in a quantitative or computational field such as Statistics, Computer Science or Applied Mathematics 6 + years of experience in analytical models and working with investment professionals Proven experience in either equities, fixed income or alternative asset classes Deep understanding of quantitative techniques and methods, statistics and econometrics - including probability, linear regression and time series data analysis Proven track record in hands-on development of analytical solutions Full-stack software development knowledge. Technical and programming skills including R, Java, SQL and Linux. Ability to optimally connect with multiple partners, including fundamental and quantitative researchers, technology partners and senior management Intelligently apply sophisticated analytics and quantitative concepts to support investment needs and develop new solutions. Lead the implementation of a research project through the entire software development lifecycle utilizing a full-stack implementation. Add scale, rigor, and repeatability to research through software development standard methodologies. Assist Research teams in developing new models and products that will provide an advantage to the organization in the marketplace. Adept at detecting scope changes and calling out issues The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the investment teams in Strategic Advisers on various projects including portfolio construction, risk management, and alpha research. We build high quality, robust, and efficient high-responsive solutions that are used to improve Strategic Advisers efficiency and decision-making processes. 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 experiences. For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or call , prompt 2, option 2 if you would like to request an accommodation. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Staff Accountant, Accounts Payable Clerk, and Accounts Receivable Clerk and others in the Accounting and Finance to apply.
Job Description: The Role As one of the principal quant developer on the team, you blend investment management and technical expertise with a passion for delivering results. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including risk management and portfolio construction. You will build high quality, robust, and efficient technology solutions that will help in defining risk for the alternative investment processes. The Expertise and Skills You Bring Bachelor's degree (or above) in a quantitative or computational field such as Statistics, Computer Science or Applied Mathematics 6 + years of experience in analytical models and working with investment professionals Knowledge of portfolio risk analytics Domain knowledge in either equities, fixed income or alternative asset classes Deep understanding of quantitative techniques and methods, statistics and econometrics - including probability, linear regression and time series data analysis Consistent track record in hands-on development of analytical solutions Full-stack software development knowledge. Technical and programming skills including Python, pandas, numpy, SQL and Linux. Ability to effectively communicate with multiple collaborators, including fundamental and quantitative researchers, technology partners and senior management Thoughtfully apply advanced analytics and quantitative concepts to support investment needs and develop new solutions. Lead the implementation of a research project through the entire software development lifecycle using a full-stack implementation. Add scale, rigor, and repeatability to research through software development standard methodologies. Assist Research teams in developing new models and products that will provide an advantage to the organization in the marketplace. Adept at detecting scope changes and escalating issues The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the investment teams in Fidelity Asset Management Solutions on various projects including portfolio construction, risk management, and alpha research. We create high quality, robust, and efficient high-responsive solutions that are used to enhance Fidelity productivity and decision-making processes. The base salary range for this position is $85,000-$179,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's 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. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Accounts Payable Clerk, Retail Sales Representative, and Accounting Assistant and others in the Accounting and Finance to apply.
04/28/2024
Full time
Job Description: The Role As one of the principal quant developer on the team, you blend investment management and technical expertise with a passion for delivering results. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including risk management and portfolio construction. You will build high quality, robust, and efficient technology solutions that will help in defining risk for the alternative investment processes. The Expertise and Skills You Bring Bachelor's degree (or above) in a quantitative or computational field such as Statistics, Computer Science or Applied Mathematics 6 + years of experience in analytical models and working with investment professionals Knowledge of portfolio risk analytics Domain knowledge in either equities, fixed income or alternative asset classes Deep understanding of quantitative techniques and methods, statistics and econometrics - including probability, linear regression and time series data analysis Consistent track record in hands-on development of analytical solutions Full-stack software development knowledge. Technical and programming skills including Python, pandas, numpy, SQL and Linux. Ability to effectively communicate with multiple collaborators, including fundamental and quantitative researchers, technology partners and senior management Thoughtfully apply advanced analytics and quantitative concepts to support investment needs and develop new solutions. Lead the implementation of a research project through the entire software development lifecycle using a full-stack implementation. Add scale, rigor, and repeatability to research through software development standard methodologies. Assist Research teams in developing new models and products that will provide an advantage to the organization in the marketplace. Adept at detecting scope changes and escalating issues The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the investment teams in Fidelity Asset Management Solutions on various projects including portfolio construction, risk management, and alpha research. We create high quality, robust, and efficient high-responsive solutions that are used to enhance Fidelity productivity and decision-making processes. The base salary range for this position is $85,000-$179,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's 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. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Accounts Payable Clerk, Retail Sales Representative, and Accounting Assistant and others in the Accounting and Finance to apply.
Job Description: The Role As one of the principal quant developer on the team, you blend investment management and technical expertise with a passion for delivering results. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including risk management and portfolio construction. You will build high quality, robust, and efficient technology solutions that will help in defining risk for the alternative investment processes. The Expertise and Skills You Bring Bachelor's degree (or above) in a quantitative or computational field such as Statistics, Computer Science or Applied Mathematics 6 + years of experience in analytical models and working with investment professionals Knowledge of portfolio risk analytics Domain knowledge in either equities, fixed income or alternative asset classes Deep understanding of quantitative techniques and methods, statistics and econometrics - including probability, linear regression and time series data analysis Consistent track record in hands-on development of analytical solutions Full-stack software development knowledge. Technical and programming skills including Python, pandas, numpy, SQL and Linux. Ability to effectively communicate with multiple collaborators, including fundamental and quantitative researchers, technology partners and senior management Thoughtfully apply advanced analytics and quantitative concepts to support investment needs and develop new solutions. Lead the implementation of a research project through the entire software development lifecycle using a full-stack implementation. Add scale, rigor, and repeatability to research through software development standard methodologies. Assist Research teams in developing new models and products that will provide an advantage to the organization in the marketplace. Adept at detecting scope changes and escalating issues The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the investment teams in Fidelity Asset Management Solutions on various projects including portfolio construction, risk management, and alpha research. We create high quality, robust, and efficient high-responsive solutions that are used to enhance Fidelity productivity and decision-making processes. The base salary range for this position is $85,000-$179,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's 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. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Accounts Payable Clerk, Billing, Cost, and Rate Clerk, and Retail Sales Representative and others in the Accounting and Finance to apply.
04/28/2024
Full time
Job Description: The Role As one of the principal quant developer on the team, you blend investment management and technical expertise with a passion for delivering results. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including risk management and portfolio construction. You will build high quality, robust, and efficient technology solutions that will help in defining risk for the alternative investment processes. The Expertise and Skills You Bring Bachelor's degree (or above) in a quantitative or computational field such as Statistics, Computer Science or Applied Mathematics 6 + years of experience in analytical models and working with investment professionals Knowledge of portfolio risk analytics Domain knowledge in either equities, fixed income or alternative asset classes Deep understanding of quantitative techniques and methods, statistics and econometrics - including probability, linear regression and time series data analysis Consistent track record in hands-on development of analytical solutions Full-stack software development knowledge. Technical and programming skills including Python, pandas, numpy, SQL and Linux. Ability to effectively communicate with multiple collaborators, including fundamental and quantitative researchers, technology partners and senior management Thoughtfully apply advanced analytics and quantitative concepts to support investment needs and develop new solutions. Lead the implementation of a research project through the entire software development lifecycle using a full-stack implementation. Add scale, rigor, and repeatability to research through software development standard methodologies. Assist Research teams in developing new models and products that will provide an advantage to the organization in the marketplace. Adept at detecting scope changes and escalating issues The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the investment teams in Fidelity Asset Management Solutions on various projects including portfolio construction, risk management, and alpha research. We create high quality, robust, and efficient high-responsive solutions that are used to enhance Fidelity productivity and decision-making processes. The base salary range for this position is $85,000-$179,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's 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. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Accounts Payable Clerk, Billing, Cost, and Rate Clerk, and Retail Sales Representative and others in the Accounting and Finance to apply.
Job Description: The Role Fidelity's Asset Management Technology Division is seeking a Director of Quant Development to join their Fixed Income Embedded Quant Development Team. This is a core software engineering role in our dynamic and fast-paced quantitative development team. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will build high quality, robust, and efficient analytical solutions that will be used to improve Fixed Income's investment processes. This role impacts the organization by improving the quality and time-to-market of Research initiatives through a combination of both analytical and software development skillsets. The assignments will include gathering the ideas, conceptualizing them through a programming language, and creating a packaged solution that can be used by the investment professionals. Primary Location: Merrimack, NH The Expertise and Skills You Bring • Bachelor's (Masters preferred) in a quantitative or computational field such as Computer Science, Applied Mathematics, Statistics, Engineering • 10+ years of experience in a quantitative/computational environment supporting investment management with Fixed Income asset class securities • 5+ years of experience in designing and developing methods and solutions related to Fixed Income analytics, risk & pricing models • Full-stack software development knowledge and critical thinking skills to design optimal solutions for computing fixed income security level analytics • Strong software engineering skills, including C++, Python, shell scripting, SQL, and Linux preferably in a command line environment • Ability to communicate effectively with multiple stakeholders, including fundamental and quantitative researchers and technology partners The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the Fixed Income investment teams on various projects including portfolio construction, risk management, and alpha research. We build high quality, robust, and efficient high-responsive solutions that are used to improve efficiency and decision-making processes. The base salary range for this position is $103,000-$218,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's 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. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Accounts Receivable Clerk, Billing, Cost, and Rate Clerk, and Staff Accountant and others in the Accounting and Finance to apply.
04/27/2024
Full time
Job Description: The Role Fidelity's Asset Management Technology Division is seeking a Director of Quant Development to join their Fixed Income Embedded Quant Development Team. This is a core software engineering role in our dynamic and fast-paced quantitative development team. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will build high quality, robust, and efficient analytical solutions that will be used to improve Fixed Income's investment processes. This role impacts the organization by improving the quality and time-to-market of Research initiatives through a combination of both analytical and software development skillsets. The assignments will include gathering the ideas, conceptualizing them through a programming language, and creating a packaged solution that can be used by the investment professionals. Primary Location: Merrimack, NH The Expertise and Skills You Bring • Bachelor's (Masters preferred) in a quantitative or computational field such as Computer Science, Applied Mathematics, Statistics, Engineering • 10+ years of experience in a quantitative/computational environment supporting investment management with Fixed Income asset class securities • 5+ years of experience in designing and developing methods and solutions related to Fixed Income analytics, risk & pricing models • Full-stack software development knowledge and critical thinking skills to design optimal solutions for computing fixed income security level analytics • Strong software engineering skills, including C++, Python, shell scripting, SQL, and Linux preferably in a command line environment • Ability to communicate effectively with multiple stakeholders, including fundamental and quantitative researchers and technology partners The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the Fixed Income investment teams on various projects including portfolio construction, risk management, and alpha research. We build high quality, robust, and efficient high-responsive solutions that are used to improve efficiency and decision-making processes. The base salary range for this position is $103,000-$218,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's 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. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Accounts Receivable Clerk, Billing, Cost, and Rate Clerk, and Staff Accountant and others in the Accounting and Finance to apply.
Job Description: The Role As one of the principal quant developer on the team, you blend investment management and technical expertise with a passion for delivering results. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including risk management and portfolio construction. You will build high quality, robust, and efficient technology solutions that will help in defining risk for the alternative investment processes. The Expertise and Skills You Bring Bachelor's degree (or above) in a quantitative or computational field such as Statistics, Computer Science or Applied Mathematics 6 + years of experience in analytical models and working with investment professionals Knowledge of portfolio risk analytics Domain knowledge in either equities, fixed income or alternative asset classes Deep understanding of quantitative techniques and methods, statistics and econometrics - including probability, linear regression and time series data analysis Consistent track record in hands-on development of analytical solutions Full-stack software development knowledge. Technical and programming skills including Python, pandas, numpy, SQL and Linux. Ability to effectively communicate with multiple collaborators, including fundamental and quantitative researchers, technology partners and senior management Thoughtfully apply advanced analytics and quantitative concepts to support investment needs and develop new solutions. Lead the implementation of a research project through the entire software development lifecycle using a full-stack implementation. Add scale, rigor, and repeatability to research through software development standard methodologies. Assist Research teams in developing new models and products that will provide an advantage to the organization in the marketplace. Adept at detecting scope changes and escalating issues The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the investment teams in Fidelity Asset Management Solutions on various projects including portfolio construction, risk management, and alpha research. We create high quality, robust, and efficient high-responsive solutions that are used to enhance Fidelity productivity and decision-making processes. The base salary range for this position is $85,000-$179,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's 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. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Accounts Payable Clerk, Retail Sales Representative, and Accounting Assistant and others in the Accounting and Finance to apply.
04/27/2024
Full time
Job Description: The Role As one of the principal quant developer on the team, you blend investment management and technical expertise with a passion for delivering results. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including risk management and portfolio construction. You will build high quality, robust, and efficient technology solutions that will help in defining risk for the alternative investment processes. The Expertise and Skills You Bring Bachelor's degree (or above) in a quantitative or computational field such as Statistics, Computer Science or Applied Mathematics 6 + years of experience in analytical models and working with investment professionals Knowledge of portfolio risk analytics Domain knowledge in either equities, fixed income or alternative asset classes Deep understanding of quantitative techniques and methods, statistics and econometrics - including probability, linear regression and time series data analysis Consistent track record in hands-on development of analytical solutions Full-stack software development knowledge. Technical and programming skills including Python, pandas, numpy, SQL and Linux. Ability to effectively communicate with multiple collaborators, including fundamental and quantitative researchers, technology partners and senior management Thoughtfully apply advanced analytics and quantitative concepts to support investment needs and develop new solutions. Lead the implementation of a research project through the entire software development lifecycle using a full-stack implementation. Add scale, rigor, and repeatability to research through software development standard methodologies. Assist Research teams in developing new models and products that will provide an advantage to the organization in the marketplace. Adept at detecting scope changes and escalating issues The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the investment teams in Fidelity Asset Management Solutions on various projects including portfolio construction, risk management, and alpha research. We create high quality, robust, and efficient high-responsive solutions that are used to enhance Fidelity productivity and decision-making processes. The base salary range for this position is $85,000-$179,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's 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. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Accounts Payable Clerk, Retail Sales Representative, and Accounting Assistant and others in the Accounting and Finance to apply.
At least 5 years of experience Experience with R.O. Writer. Educate clients about the company's products, services and offers. Schedule appointments, take orders, monitor service progress, calculate and process payments. Review customer accounts and report changes to internal staff. Manage complaints, returns and resolve customer grievances. Record customer details and transactions. Serve as a customer relationship manager. Serve as a link between customers and different departments in the organization. Able to multitask Responsible, reliable, and honest.
04/27/2024
Full time
At least 5 years of experience Experience with R.O. Writer. Educate clients about the company's products, services and offers. Schedule appointments, take orders, monitor service progress, calculate and process payments. Review customer accounts and report changes to internal staff. Manage complaints, returns and resolve customer grievances. Record customer details and transactions. Serve as a customer relationship manager. Serve as a link between customers and different departments in the organization. Able to multitask Responsible, reliable, and honest.
Fidelity TalentSource LLC
Merrimack, New Hampshire
Job Description: The Role Responsible for the oversight and reconciliations performed during the monthly billing cycle in the H&W Inactive Billing process. This will involve reviewing participant billing files, balancing payment files for lockbox check deposits, automatic EFT bank withdrawals, validating payroll arrears files, and pension deductions on a daily, weekly, and monthly basis. You will be part of a team that is accountable for the full accounting process of billing participants, reconciliation of payments, and remitting funds along with reporting to clients. Expertise and Skills you Bring Accountable for maintaining and following controls to ensure organization meets established standards Ability to get results by effectively communicating with internal and external business partners, including supporting the team lead and senior associates on corporate actions Are flexible to the needs of the team and can confidently balance multiple priorities to help the team meet tight timeframes Your responsibilities will involve working with several different business partners in numerous locations so you must be highly motivated, self-directed and an independent problem solver with strong attention to detail One to three years experience within a professional, fast paced, corporate environment, preferably in the financial services industry Experience with applicable Fidelity System Applications (Oracle Accounts Receivable, HOBS, XTRAC, Disc Recon, Net Benefits) and Microsoft Office products (Word, Excel, Outlook) is preferred but not required Ability to successfully execute a task and move onto the next job function in a fast-paced, deadline-oriented environment Exhibit strong analytical and problem-solving skills Strong written and verbal communication skills The Team You will be part of a multi-product team with 9 associates, where you will work closely with other H&W specialized associates in Merrimack & Raleigh. You will also be working closely with members of the client service teams and H&W Operations team to resolve client and participant issues. Given the high degree of risk, including considerable financial and reputational exposure, proactive research, issue resolution and reconciliation skills are top priorities. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3.
04/27/2024
Full time
Job Description: The Role Responsible for the oversight and reconciliations performed during the monthly billing cycle in the H&W Inactive Billing process. This will involve reviewing participant billing files, balancing payment files for lockbox check deposits, automatic EFT bank withdrawals, validating payroll arrears files, and pension deductions on a daily, weekly, and monthly basis. You will be part of a team that is accountable for the full accounting process of billing participants, reconciliation of payments, and remitting funds along with reporting to clients. Expertise and Skills you Bring Accountable for maintaining and following controls to ensure organization meets established standards Ability to get results by effectively communicating with internal and external business partners, including supporting the team lead and senior associates on corporate actions Are flexible to the needs of the team and can confidently balance multiple priorities to help the team meet tight timeframes Your responsibilities will involve working with several different business partners in numerous locations so you must be highly motivated, self-directed and an independent problem solver with strong attention to detail One to three years experience within a professional, fast paced, corporate environment, preferably in the financial services industry Experience with applicable Fidelity System Applications (Oracle Accounts Receivable, HOBS, XTRAC, Disc Recon, Net Benefits) and Microsoft Office products (Word, Excel, Outlook) is preferred but not required Ability to successfully execute a task and move onto the next job function in a fast-paced, deadline-oriented environment Exhibit strong analytical and problem-solving skills Strong written and verbal communication skills The Team You will be part of a multi-product team with 9 associates, where you will work closely with other H&W specialized associates in Merrimack & Raleigh. You will also be working closely with members of the client service teams and H&W Operations team to resolve client and participant issues. Given the high degree of risk, including considerable financial and reputational exposure, proactive research, issue resolution and reconciliation skills are top priorities. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3.
Fidelity TalentSource LLC
Merrimack, New Hampshire
Job Description: The Group Quantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis. The Role Fidelity is seeking to hire a Fixed Income Quantitative Analyst to join its Quantitative Research and Investments division. This position will be located in Fidelity s office in Merrimack, New Hampshire. The analyst will develop quantitative techniques, models, and tools to support and strengthen the investment process used to manage Fidelity s client accounts. This is a rare opportunity to work with high caliber investment professionals in one of the premier fixed income investment management divisions in the world. As an ideal candidate, you will have demonstrated consistent success in your academic and work experience. You will have very strong analytical and communication skills and exhibit the highest level of personal and professional integrity. You ll be able to think creatively, work independently, and make decisions quickly, often with limited information. Your ability to consistently develop, clearly articulate, and effectively communicate investment recommendations supported by a comprehensive and thoughtful research process is critical to success in investment management at Fidelity. This specific quantitative analyst position is for a desk quant to support the Municipal Bond funds. We are looking for a quant with a deep understanding of the fixed income market, a strategic thinker about markets, and proven quantitative modeling skills, especially in the municipal bond market. The Value You Deliver Understand, maintain, and improve infrastructure related to the investment process. Build robust quantitative tools to aid all aspects of portfolio analysis and construction. Collaborate closely with other investment and technology professionals within the division. Explain complex quantitative concepts to non-technical people. Monitor, measure, and attribute portfolio risks and returns. Take initiative and demonstrate leadership skills to advance the investment process. The Expertise and Skills You Bring These attributes are indispensable: 5+ years of industry experience as a fixed income quantitative analyst, and preferably 3+ years as quant in the municipal bond market Strong working knowledge of Python, SQL, R, Excel/VBA, MATLAB Very strong interpersonal skills and an eagerness to work in a team environment. Understanding of macroeconomics, its impact on financial markets, and financial theory Strong facility with applied mathematics and statistics. Demonstrated expertise in technical and financial problem solving. These attributes are preferred: Advanced degree in a discipline of science, technology, engineering, or mathematics. Experience with callable bond models, asset allocation, security selection, and risk models Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3.
04/27/2024
Full time
Job Description: The Group Quantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis. The Role Fidelity is seeking to hire a Fixed Income Quantitative Analyst to join its Quantitative Research and Investments division. This position will be located in Fidelity s office in Merrimack, New Hampshire. The analyst will develop quantitative techniques, models, and tools to support and strengthen the investment process used to manage Fidelity s client accounts. This is a rare opportunity to work with high caliber investment professionals in one of the premier fixed income investment management divisions in the world. As an ideal candidate, you will have demonstrated consistent success in your academic and work experience. You will have very strong analytical and communication skills and exhibit the highest level of personal and professional integrity. You ll be able to think creatively, work independently, and make decisions quickly, often with limited information. Your ability to consistently develop, clearly articulate, and effectively communicate investment recommendations supported by a comprehensive and thoughtful research process is critical to success in investment management at Fidelity. This specific quantitative analyst position is for a desk quant to support the Municipal Bond funds. We are looking for a quant with a deep understanding of the fixed income market, a strategic thinker about markets, and proven quantitative modeling skills, especially in the municipal bond market. The Value You Deliver Understand, maintain, and improve infrastructure related to the investment process. Build robust quantitative tools to aid all aspects of portfolio analysis and construction. Collaborate closely with other investment and technology professionals within the division. Explain complex quantitative concepts to non-technical people. Monitor, measure, and attribute portfolio risks and returns. Take initiative and demonstrate leadership skills to advance the investment process. The Expertise and Skills You Bring These attributes are indispensable: 5+ years of industry experience as a fixed income quantitative analyst, and preferably 3+ years as quant in the municipal bond market Strong working knowledge of Python, SQL, R, Excel/VBA, MATLAB Very strong interpersonal skills and an eagerness to work in a team environment. Understanding of macroeconomics, its impact on financial markets, and financial theory Strong facility with applied mathematics and statistics. Demonstrated expertise in technical and financial problem solving. These attributes are preferred: Advanced degree in a discipline of science, technology, engineering, or mathematics. Experience with callable bond models, asset allocation, security selection, and risk models Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3.
Fidelity TalentSource LLC
Merrimack, New Hampshire
Job Description: The Group Quantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis. The Role Fidelity is seeking to hire a Fixed Income Quantitative Analyst to join its Quantitative Research and Investments division. This position will be located in Fidelity s office in Merrimack, New Hampshire. The analyst will develop quantitative techniques, models, and tools to support and strengthen the investment process used to manage Fidelity s client accounts for our Fixed Income Index Product Investing team. This is a rare opportunity to work with high caliber investment professionals in one of the premier fixed income investment management divisions in the world. As an ideal candidate, you will have demonstrated consistent success in your academic and work experience. You will have very strong analytical and communication skills and exhibit the highest level of personal and professional integrity. You ll be able to think creatively, work independently, and make decisions quickly, often with limited information. Your ability to consistently develop, clearly articulate, and effectively communicate investment recommendations supported by a comprehensive and thoughtful research process is critical to success in investment management at Fidelity. The Value You Deliver Understand, maintain, and improve optimization infrastructure. Build robust quantitative tools to aid all aspects of portfolio analysis and construction. Collaborate closely with other investment and technology professionals within the division. Monitor, measure, and attribute portfolio risks and returns. Take initiative and demonstrate leadership skills to advance the investment process. The Expertise and Skills You Bring These attributes are indispensable: Facility with analyzing and modeling complex information. Expertise in quantitative development methods and terminology. Experience in using optimization solvers like CPLEX or Gurobi. Comprehension of computing concepts and applications requirements involving massive computing needs and data storage/retrieval. Programming experience in Python. Knowledge of the foundations of applied probability and statistics. Very strong interpersonal skills and an eagerness to work in a team environment. These attributes are preferred: Advanced degree in Applied Mathematics or Operations Research. Deep knowledge of quadratic, non-linear, and mixed integer optimization techniques and tools. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3.
04/27/2024
Full time
Job Description: The Group Quantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis. The Role Fidelity is seeking to hire a Fixed Income Quantitative Analyst to join its Quantitative Research and Investments division. This position will be located in Fidelity s office in Merrimack, New Hampshire. The analyst will develop quantitative techniques, models, and tools to support and strengthen the investment process used to manage Fidelity s client accounts for our Fixed Income Index Product Investing team. This is a rare opportunity to work with high caliber investment professionals in one of the premier fixed income investment management divisions in the world. As an ideal candidate, you will have demonstrated consistent success in your academic and work experience. You will have very strong analytical and communication skills and exhibit the highest level of personal and professional integrity. You ll be able to think creatively, work independently, and make decisions quickly, often with limited information. Your ability to consistently develop, clearly articulate, and effectively communicate investment recommendations supported by a comprehensive and thoughtful research process is critical to success in investment management at Fidelity. The Value You Deliver Understand, maintain, and improve optimization infrastructure. Build robust quantitative tools to aid all aspects of portfolio analysis and construction. Collaborate closely with other investment and technology professionals within the division. Monitor, measure, and attribute portfolio risks and returns. Take initiative and demonstrate leadership skills to advance the investment process. The Expertise and Skills You Bring These attributes are indispensable: Facility with analyzing and modeling complex information. Expertise in quantitative development methods and terminology. Experience in using optimization solvers like CPLEX or Gurobi. Comprehension of computing concepts and applications requirements involving massive computing needs and data storage/retrieval. Programming experience in Python. Knowledge of the foundations of applied probability and statistics. Very strong interpersonal skills and an eagerness to work in a team environment. These attributes are preferred: Advanced degree in Applied Mathematics or Operations Research. Deep knowledge of quadratic, non-linear, and mixed integer optimization techniques and tools. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3.
Job Description: The Team With more than $700 billion in assets under management as of December 31 st , 2023, Fidelity s Strategic Advisers, LLC is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include managed accounts, financial planning frameworks and custom solutions. Description Strategic Advisers is a registered investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity s Portfolio Advisory Services and through Fidelity s Wealth Management Advisory Services. We construct and manage asset allocation portfolios for more than a million accounts. Strategic Advisers is looking for a Portfolio Engineer to join our Boston, MA or Denver, CO office. The team is responsible for portfolio construction and trading of Fidelity s retail and workplace managed accounts. We employ investment expertise, quantitative techniques, and technology to scale our investment processes across both taxable and tax qualified portfolios with a mix of single and multi-asset class strategies, investing in a range of securities, including stocks, bonds, ETFs, mutual funds, and separately managed accounts. Primary Responsibilities You will be part of a dynamic group, tasked with developing innovative ways to manage client portfolios at scale. You will work collaboratively within the Systematic Portfolio Engineering team, including mentoring junior team members, to analyze large data sets of portfolio holdings, identify trading opportunities, configure our optimization platform inputs for desired trades, and evaluate portfolio quality. You will monitor portfolio characteristics, understand factor and risk model exposures, perform cross-sectional and time-series analysis to improve investment outcomes, and build processes to facilitate ongoing oversight across millions of data points. You will represent the team in projects with our technology group, providing prototypes, requirements, and business context. Experience and Education Bachelor s degree required Graduate degrees in Finance, Mathematics, Computer Science preferred 5+ years of meaningful experience in an investment role required Experience in a Machine Learning related field preferred Skills and Knowledge Knowledge of modern portfolio theory, quantitative portfolio construction methods and tax-sensitive management CFA or CFP designation preferred Experience with R or Python required Demonstrated experience with AI/ML frameworks (e.g., TensorFlow, PyTorch) preferred Experience with SQL and Java preferred Experience with data visualization tools such as Tableau or Spotfire a plus Experience with optimization software such as Northfield, Axioma, or Barra a plus Familiarity with data science, machine learning techniques a plus Excellent attention to detail Proven ability to work effectively in a highly collaborative, team-oriented environment Excellent written and interpersonal skills Location Boston, MA / Denver, CO The base salary range for this position is $125,000 - $185,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s 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. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3.
04/27/2024
Full time
Job Description: The Team With more than $700 billion in assets under management as of December 31 st , 2023, Fidelity s Strategic Advisers, LLC is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include managed accounts, financial planning frameworks and custom solutions. Description Strategic Advisers is a registered investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity s Portfolio Advisory Services and through Fidelity s Wealth Management Advisory Services. We construct and manage asset allocation portfolios for more than a million accounts. Strategic Advisers is looking for a Portfolio Engineer to join our Boston, MA or Denver, CO office. The team is responsible for portfolio construction and trading of Fidelity s retail and workplace managed accounts. We employ investment expertise, quantitative techniques, and technology to scale our investment processes across both taxable and tax qualified portfolios with a mix of single and multi-asset class strategies, investing in a range of securities, including stocks, bonds, ETFs, mutual funds, and separately managed accounts. Primary Responsibilities You will be part of a dynamic group, tasked with developing innovative ways to manage client portfolios at scale. You will work collaboratively within the Systematic Portfolio Engineering team, including mentoring junior team members, to analyze large data sets of portfolio holdings, identify trading opportunities, configure our optimization platform inputs for desired trades, and evaluate portfolio quality. You will monitor portfolio characteristics, understand factor and risk model exposures, perform cross-sectional and time-series analysis to improve investment outcomes, and build processes to facilitate ongoing oversight across millions of data points. You will represent the team in projects with our technology group, providing prototypes, requirements, and business context. Experience and Education Bachelor s degree required Graduate degrees in Finance, Mathematics, Computer Science preferred 5+ years of meaningful experience in an investment role required Experience in a Machine Learning related field preferred Skills and Knowledge Knowledge of modern portfolio theory, quantitative portfolio construction methods and tax-sensitive management CFA or CFP designation preferred Experience with R or Python required Demonstrated experience with AI/ML frameworks (e.g., TensorFlow, PyTorch) preferred Experience with SQL and Java preferred Experience with data visualization tools such as Tableau or Spotfire a plus Experience with optimization software such as Northfield, Axioma, or Barra a plus Familiarity with data science, machine learning techniques a plus Excellent attention to detail Proven ability to work effectively in a highly collaborative, team-oriented environment Excellent written and interpersonal skills Location Boston, MA / Denver, CO The base salary range for this position is $125,000 - $185,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s 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. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3.
Job Description: The Department Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity s retail and institutional distribution channels. For more than 25 years, SAI has specialized in the design, construction and management of asset allocation solutions, as well as the methodologies for many of Fidelity s investment planning tools, to help investors reach their financial goals. With over $750 billion in assets under management in a blend of Fidelity and third-party investment vehicles, the SA team of investment professionals constructs and manages asset allocation portfolios for over 3,000,000 customer accounts. Fundamental Research SAI s Fundamental Research team consists of 29 Analysts and Associates organized by asset class teams of US Equity, International Equity, Fixed Income, and Alternatives. The team actively researches a broad universe of investment strategies including institutional mandates, mutual funds, and ETFs in which we invest on behalf of our clients to achieve their investment objectives. The Position This is an investment role focusing on manager research in Liquid Alternative Investments (i.e. Hedge Fund like strategies). Your responsibilities will include identifying the most compelling Liquid Alternative Investments strategies and influencing the investment decisions for our multi-manager “fund-of-funds.” You will lead meetings with external portfolio managers to discuss their investment process and strategy objectives. You will conduct detailed analysis of portfolio managers performance, risk and holdings using quantitative analytical tools such as Bloomberg, FactSet, MPI Stylus, Barra, Morningstar, and proprietary risk tools. In doing so, you will rate strategies and communicate your recommendations to SAI portfolio managers through written reports, group presentations, and 1:1 meetings. In addition to your manager research responsibilities, you will have a voice in the portfolio construction process and in asset class initiatives. This is not a client facing role. Qualifications 6+ years of investment experience with a track record of impactful investment decisions in Liquid Alternative Investments Manager research experience with primary focus on Hedge Funds and Liquid Alts strategies Strong quantitative and analytical skills, proficiency in statistics and advanced use of spreadsheets Coding skills a plus; creative with data sourcing and handling Working knowledge of derivatives (options and futures) Demonstrated intellectual curiosity, initiative, independent-thinking and problem-solving skills Passion for investing and a broad knowledge of capital markets Strong communication and presentation skills ability to discuss/debate complex issues in a clear, concise manner Collaborative attitude, comfortable giving and receiving feedback Willingness and desire to travel to meet with external portfolio managers. Advanced degree, CFA or CAIA preferred Location Boston, Massachusetts Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3.
04/27/2024
Full time
Job Description: The Department Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity s retail and institutional distribution channels. For more than 25 years, SAI has specialized in the design, construction and management of asset allocation solutions, as well as the methodologies for many of Fidelity s investment planning tools, to help investors reach their financial goals. With over $750 billion in assets under management in a blend of Fidelity and third-party investment vehicles, the SA team of investment professionals constructs and manages asset allocation portfolios for over 3,000,000 customer accounts. Fundamental Research SAI s Fundamental Research team consists of 29 Analysts and Associates organized by asset class teams of US Equity, International Equity, Fixed Income, and Alternatives. The team actively researches a broad universe of investment strategies including institutional mandates, mutual funds, and ETFs in which we invest on behalf of our clients to achieve their investment objectives. The Position This is an investment role focusing on manager research in Liquid Alternative Investments (i.e. Hedge Fund like strategies). Your responsibilities will include identifying the most compelling Liquid Alternative Investments strategies and influencing the investment decisions for our multi-manager “fund-of-funds.” You will lead meetings with external portfolio managers to discuss their investment process and strategy objectives. You will conduct detailed analysis of portfolio managers performance, risk and holdings using quantitative analytical tools such as Bloomberg, FactSet, MPI Stylus, Barra, Morningstar, and proprietary risk tools. In doing so, you will rate strategies and communicate your recommendations to SAI portfolio managers through written reports, group presentations, and 1:1 meetings. In addition to your manager research responsibilities, you will have a voice in the portfolio construction process and in asset class initiatives. This is not a client facing role. Qualifications 6+ years of investment experience with a track record of impactful investment decisions in Liquid Alternative Investments Manager research experience with primary focus on Hedge Funds and Liquid Alts strategies Strong quantitative and analytical skills, proficiency in statistics and advanced use of spreadsheets Coding skills a plus; creative with data sourcing and handling Working knowledge of derivatives (options and futures) Demonstrated intellectual curiosity, initiative, independent-thinking and problem-solving skills Passion for investing and a broad knowledge of capital markets Strong communication and presentation skills ability to discuss/debate complex issues in a clear, concise manner Collaborative attitude, comfortable giving and receiving feedback Willingness and desire to travel to meet with external portfolio managers. Advanced degree, CFA or CAIA preferred Location Boston, Massachusetts Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3.
Job Description: Senior Account Manager As a Senior Account Manager supporting Fidelity Health s Clients you will combine strong consultative account management skills with a deep knowledge of reimbursement account plan administration (FSA, HRA, Commuter, RMSA, LSA). Working independently you will bring our clients from post-sale implementation and onboarding into ongoing service and support. You will provide administrative services and serve as the primary communication point for clients regarding their reimbursement account At times, you may also assist with Health Savings Account questions. You will support large corporate clients with exceptional quality and satisfaction. You will also help the Sales and Relationship Management Teams expand Fidelity s healthcare businesses and help the Product Team develop industry leading solutions. The Team You will be part of the RA Service Team, working closely with both product and the client account management teams to provide your assigned clients with the highest quality service possible. You will also support the sales team in pursuit of new clients and relationship managers in their efforts to expand the scope of services offered to current clients. The Expertise You Have 7-10 years experience of consultative client account management with proven ability to build and maintain client relationships 5-7 years experience servicing large corporate clients. Bachelor s Degree or equivalent experience. Preferred experience with a broad range of healthcare and wellness benefits. The Skills You Bring Exceptional account management skills including building relationships with corporate clients ensuring their satisfaction and retention. You will serve as a trusted advisor and primary point of contract to the client. Corporate account management with previous experience in a regulated industry such as Financial Services. Demonstrated success in a complex, matrix environment servicing clients Preferred understanding of reimbursement account administration needs, process and regulatory knowledge. Familiarity with the full range of healthcare and wellness benefits and associated recordkeeping services. Proficient leadership skills consistently demonstrating the ability to get things done; taking initiative to identify service enhancements or process improvements; proven ability and success in identifying issue(s), identifying solution(s) and determining and acting on the best solution in a timely manner. Strong and effective interpersonal and communication skills. Demonstrated ability to balance account management servicing with sound business judgment. Effective organizational, time management, facilitation and prioritization skills. The Value You Deliver Your proactive execution of onboarding and administrative processes ensure quality, accuracy, efficiency and when necessary, appropriate root cause analysis and corrective action to ensure services are delivered with high quality. By developing and managing the relationship with the client from the very beginning, you will ensure the client recognizes the quality of service being provided and is satisfied with the quality of the service they receive. When necessary, your escalation and active participation in the resolution of service issues will ensure these are addressed appropriately within the organization. Your understanding of the objectives and initiatives related to client projects and work with the organization will ensure work is completed with high quality and efficiency. Your collaboration within the domain and the ongoing service team will ensure services are delivered in a cohesive manner and that reimbursement accounts are incorporated in key activities (e.g. annual business planning). During the RFP process, your support of the sales and relationship management teams will help grow Fidelity s healthcare businesses. By bringing voice of the customer feedback to the Product Team you will help Fidelity continue to develop industry leading solutions Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3.
04/27/2024
Full time
Job Description: Senior Account Manager As a Senior Account Manager supporting Fidelity Health s Clients you will combine strong consultative account management skills with a deep knowledge of reimbursement account plan administration (FSA, HRA, Commuter, RMSA, LSA). Working independently you will bring our clients from post-sale implementation and onboarding into ongoing service and support. You will provide administrative services and serve as the primary communication point for clients regarding their reimbursement account At times, you may also assist with Health Savings Account questions. You will support large corporate clients with exceptional quality and satisfaction. You will also help the Sales and Relationship Management Teams expand Fidelity s healthcare businesses and help the Product Team develop industry leading solutions. The Team You will be part of the RA Service Team, working closely with both product and the client account management teams to provide your assigned clients with the highest quality service possible. You will also support the sales team in pursuit of new clients and relationship managers in their efforts to expand the scope of services offered to current clients. The Expertise You Have 7-10 years experience of consultative client account management with proven ability to build and maintain client relationships 5-7 years experience servicing large corporate clients. Bachelor s Degree or equivalent experience. Preferred experience with a broad range of healthcare and wellness benefits. The Skills You Bring Exceptional account management skills including building relationships with corporate clients ensuring their satisfaction and retention. You will serve as a trusted advisor and primary point of contract to the client. Corporate account management with previous experience in a regulated industry such as Financial Services. Demonstrated success in a complex, matrix environment servicing clients Preferred understanding of reimbursement account administration needs, process and regulatory knowledge. Familiarity with the full range of healthcare and wellness benefits and associated recordkeeping services. Proficient leadership skills consistently demonstrating the ability to get things done; taking initiative to identify service enhancements or process improvements; proven ability and success in identifying issue(s), identifying solution(s) and determining and acting on the best solution in a timely manner. Strong and effective interpersonal and communication skills. Demonstrated ability to balance account management servicing with sound business judgment. Effective organizational, time management, facilitation and prioritization skills. The Value You Deliver Your proactive execution of onboarding and administrative processes ensure quality, accuracy, efficiency and when necessary, appropriate root cause analysis and corrective action to ensure services are delivered with high quality. By developing and managing the relationship with the client from the very beginning, you will ensure the client recognizes the quality of service being provided and is satisfied with the quality of the service they receive. When necessary, your escalation and active participation in the resolution of service issues will ensure these are addressed appropriately within the organization. Your understanding of the objectives and initiatives related to client projects and work with the organization will ensure work is completed with high quality and efficiency. Your collaboration within the domain and the ongoing service team will ensure services are delivered in a cohesive manner and that reimbursement accounts are incorporated in key activities (e.g. annual business planning). During the RFP process, your support of the sales and relationship management teams will help grow Fidelity s healthcare businesses. By bringing voice of the customer feedback to the Product Team you will help Fidelity continue to develop industry leading solutions Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3.
Job Description: The Role As one of the principal quant developer on the team, you blend investment management and technical expertise with a passion for delivering results. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will contribute to build high quality, robust, and efficient analytical solutions that will be used to improve SAI's investment processes. You will be responsible for managing project backlog for the team and communicate the same with the partners. The Expertise and Skills You Bring Bachelor's degree (or above) in a quantitative or computational field such as Statistics, Computer Science or Applied Mathematics 6 + years of experience in analytical models and working with investment professionals Proven experience in either equities, fixed income or alternative asset classes Deep understanding of quantitative techniques and methods, statistics and econometrics - including probability, linear regression and time series data analysis Proven track record in hands-on development of analytical solutions Full-stack software development knowledge. Technical and programming skills including R, Java, SQL and Linux. Ability to optimally connect with multiple partners, including fundamental and quantitative researchers, technology partners and senior management Intelligently apply sophisticated analytics and quantitative concepts to support investment needs and develop new solutions. Lead the implementation of a research project through the entire software development lifecycle utilizing a full-stack implementation. Add scale, rigor, and repeatability to research through software development standard methodologies. Assist Research teams in developing new models and products that will provide an advantage to the organization in the marketplace. Adept at detecting scope changes and calling out issues The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the investment teams in Strategic Advisers on various projects including portfolio construction, risk management, and alpha research. We build high quality, robust, and efficient high-responsive solutions that are used to improve Strategic Advisers efficiency and decision-making processes. 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 experiences. For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or call , prompt 2, option 2 if you would like to request an accommodation. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Billing and Posting Clerk, Accounts Payable Clerk, and Accounts Receivable Clerk and others in the Accounting and Finance to apply.
04/27/2024
Full time
Job Description: The Role As one of the principal quant developer on the team, you blend investment management and technical expertise with a passion for delivering results. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will contribute to build high quality, robust, and efficient analytical solutions that will be used to improve SAI's investment processes. You will be responsible for managing project backlog for the team and communicate the same with the partners. The Expertise and Skills You Bring Bachelor's degree (or above) in a quantitative or computational field such as Statistics, Computer Science or Applied Mathematics 6 + years of experience in analytical models and working with investment professionals Proven experience in either equities, fixed income or alternative asset classes Deep understanding of quantitative techniques and methods, statistics and econometrics - including probability, linear regression and time series data analysis Proven track record in hands-on development of analytical solutions Full-stack software development knowledge. Technical and programming skills including R, Java, SQL and Linux. Ability to optimally connect with multiple partners, including fundamental and quantitative researchers, technology partners and senior management Intelligently apply sophisticated analytics and quantitative concepts to support investment needs and develop new solutions. Lead the implementation of a research project through the entire software development lifecycle utilizing a full-stack implementation. Add scale, rigor, and repeatability to research through software development standard methodologies. Assist Research teams in developing new models and products that will provide an advantage to the organization in the marketplace. Adept at detecting scope changes and calling out issues The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the investment teams in Strategic Advisers on various projects including portfolio construction, risk management, and alpha research. We build high quality, robust, and efficient high-responsive solutions that are used to improve Strategic Advisers efficiency and decision-making processes. 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 experiences. For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or call , prompt 2, option 2 if you would like to request an accommodation. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Billing and Posting Clerk, Accounts Payable Clerk, and Accounts Receivable Clerk and others in the Accounting and Finance to apply.
Job Description: The Role Fidelity's Asset Management Technology Division is seeking a Director of Quant Development to join their Fixed Income Embedded Quant Development Team. This is a core software engineering role in our dynamic and fast-paced quantitative development team. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will build high quality, robust, and efficient analytical solutions that will be used to improve Fixed Income's investment processes. This role impacts the organization by improving the quality and time-to-market of Research initiatives through a combination of both analytical and software development skillsets. The assignments will include gathering the ideas, conceptualizing them through a programming language, and creating a packaged solution that can be used by the investment professionals. Primary Location: Merrimack, NH The Expertise and Skills You Bring • Bachelor's (Masters preferred) in a quantitative or computational field such as Computer Science, Applied Mathematics, Statistics, Engineering • 10+ years of experience in a quantitative/computational environment supporting investment management with Fixed Income asset class securities • 5+ years of experience in designing and developing methods and solutions related to Fixed Income analytics, risk & pricing models • Full-stack software development knowledge and critical thinking skills to design optimal solutions for computing fixed income security level analytics • Strong software engineering skills, including C++, Python, shell scripting, SQL, and Linux preferably in a command line environment • Ability to communicate effectively with multiple stakeholders, including fundamental and quantitative researchers and technology partners The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the Fixed Income investment teams on various projects including portfolio construction, risk management, and alpha research. We build high quality, robust, and efficient high-responsive solutions that are used to improve efficiency and decision-making processes. The base salary range for this position is $103,000-$218,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's 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. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Accounts Receivable Clerk, Staff Accountant, and Bookkeeper and others in the Accounting and Finance to apply.
04/27/2024
Full time
Job Description: The Role Fidelity's Asset Management Technology Division is seeking a Director of Quant Development to join their Fixed Income Embedded Quant Development Team. This is a core software engineering role in our dynamic and fast-paced quantitative development team. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will build high quality, robust, and efficient analytical solutions that will be used to improve Fixed Income's investment processes. This role impacts the organization by improving the quality and time-to-market of Research initiatives through a combination of both analytical and software development skillsets. The assignments will include gathering the ideas, conceptualizing them through a programming language, and creating a packaged solution that can be used by the investment professionals. Primary Location: Merrimack, NH The Expertise and Skills You Bring • Bachelor's (Masters preferred) in a quantitative or computational field such as Computer Science, Applied Mathematics, Statistics, Engineering • 10+ years of experience in a quantitative/computational environment supporting investment management with Fixed Income asset class securities • 5+ years of experience in designing and developing methods and solutions related to Fixed Income analytics, risk & pricing models • Full-stack software development knowledge and critical thinking skills to design optimal solutions for computing fixed income security level analytics • Strong software engineering skills, including C++, Python, shell scripting, SQL, and Linux preferably in a command line environment • Ability to communicate effectively with multiple stakeholders, including fundamental and quantitative researchers and technology partners The Team Quantitative Development team is part of Asset Management's Quantitative Research & Investment Technology group that partners with the Fixed Income investment teams on various projects including portfolio construction, risk management, and alpha research. We build high quality, robust, and efficient high-responsive solutions that are used to improve efficiency and decision-making processes. The base salary range for this position is $103,000-$218,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's 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. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Accounts Receivable Clerk, Staff Accountant, and Bookkeeper and others in the Accounting and Finance to apply.
Job Description: The Team With more than $800 billion in assets under management as of December 31, 2023, Fidelity s Strategic Advisers, LLC (SAI) is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include managed accounts, financial planning frameworks and custom solutions. Strategic Advisers is a registered investment adviser and a Fidelity Investments Company. SAI serves as the investment manager to all Fidelity managed accounts offered by Fidelity s Portfolio Advisory Services and through Fidelity s Wealth Management Advisory Services. We construct and manage asset allocation portfolios for more than three million clients. The majority of our assets are fully discretionary and centrally managed from the home office. The Role We are seeking an experienced Portfolio Manager (PM), Private Credit. Located in Boston, this new role reports to SAI s Chief Investment Officer of Alternatives and will be instrumental in the build out of SAI s private asset offering to Fidelity Wealth clients, a critical initiative of the firm. SAI s aspiration is to democratize access to private markets across our mass affluent and high-net worth clients via a series of multi-GP private asset funds. This individual will collaborate with SAI s Product, Labs (innovation team), and Private Asset Research Teams to develop the private credit investment philosophy and process and to design and launch an open architecture multi-GP evergreen fund. SAI is a dynamic and innovative group currently extending our deep expertise in managing over $300 billion in public market multi-manager funds to develop the infrastructure for managing private asset funds. As such, a component of this role is to participate in all facets of the build out of this new capability in conjunction with our team of subject matter experts in research, portfolio engineering, risk management, legal, compliance and technology. Responsibilities, team and product offering will grow over time with the evolution and maturation of our private asset business. The ideal candidate will possess a deep understanding of credit markets, risk management, and financial analysis, demonstrate a proven track record of managing private credit portfolios, exhibit a strong due diligence process including selecting and managing relationships with private credit/direct lending managers and have experience in building out co-investment capabilities and underwriting processes. The Value You Deliver Portfolio Construction. Develop and implement the investment process and create a diversified portfolio across strategies, GPs, vintages, sectors and companies ensuring a balanced and resilient portfolio. Fund and Deal Sourcing/Evaluation. Collaborate with external partners and SAI s internal Private Asset Research Team to identify and underwrite investments in private credit via primary and secondary funds and co-investments from GP partners, evaluating creditworthiness and fit within the portfolio. Risk Management. Develop and implement a robust risk management process to monitor and mitigate portfolio risks in partnership with SAI s Risk, Data and Technology teammates. Liquidity management. Collaborate with SAI s Portfolio Engineering team to model and manage shareholder cash flows, distributions and commitment strategy, ensuring appropriate liquidity for an intermittent liquidity vehicle. Communication and Reporting. Provide clear and concise communication to stakeholders, including senior management and fund board of directors, regarding portfolio performance, positioning, market update and investment outlook. There are no sales/business development components to this role. Relationship Management. Cultivate and maintain relationships with external partners, GPs, and other collaborators. Engage with research teammates to effectively negotiate terms and agreements for potential investments in conjunction with teammates. Team Collaboration. Work in partnership with cross-functional teams, fostering a supportive and collaborative atmosphere. Encourage diverse viewpoints and a culture of creativity and problem-solving within the team. . Continuous Learning. Stay abreast of industry trends, regulatory changes, and emerging opportunities, cultivating a culture of continuous learning and professional growth, and contributing to the team s collective knowledge. The Expertise and Skills You Bring Skills/Knowledge Experience evaluating and investing in private credit with a proven track record of managing private credit portfolios. Interval fund or tender offer fund management a plus. A well-developed network of GP relationships in private assets. Creative, flexible, strategic problem solver with a demonstrated combination of academic knowledge, market experience, curiosity and intellect when investing in private credit in a fund-of-funds and co-investment structure. Strong leadership skills. Willingness and ability to engage with all facets of the organization to build out the private asset infrastructure. Experience navigating the complexities of a large, heavily matrixed organization. Success working in a highly collaborative team-oriented investment environment. Education Advanced degree or equivalent in finance, economics or business preferred. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3.
04/27/2024
Full time
Job Description: The Team With more than $800 billion in assets under management as of December 31, 2023, Fidelity s Strategic Advisers, LLC (SAI) is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include managed accounts, financial planning frameworks and custom solutions. Strategic Advisers is a registered investment adviser and a Fidelity Investments Company. SAI serves as the investment manager to all Fidelity managed accounts offered by Fidelity s Portfolio Advisory Services and through Fidelity s Wealth Management Advisory Services. We construct and manage asset allocation portfolios for more than three million clients. The majority of our assets are fully discretionary and centrally managed from the home office. The Role We are seeking an experienced Portfolio Manager (PM), Private Credit. Located in Boston, this new role reports to SAI s Chief Investment Officer of Alternatives and will be instrumental in the build out of SAI s private asset offering to Fidelity Wealth clients, a critical initiative of the firm. SAI s aspiration is to democratize access to private markets across our mass affluent and high-net worth clients via a series of multi-GP private asset funds. This individual will collaborate with SAI s Product, Labs (innovation team), and Private Asset Research Teams to develop the private credit investment philosophy and process and to design and launch an open architecture multi-GP evergreen fund. SAI is a dynamic and innovative group currently extending our deep expertise in managing over $300 billion in public market multi-manager funds to develop the infrastructure for managing private asset funds. As such, a component of this role is to participate in all facets of the build out of this new capability in conjunction with our team of subject matter experts in research, portfolio engineering, risk management, legal, compliance and technology. Responsibilities, team and product offering will grow over time with the evolution and maturation of our private asset business. The ideal candidate will possess a deep understanding of credit markets, risk management, and financial analysis, demonstrate a proven track record of managing private credit portfolios, exhibit a strong due diligence process including selecting and managing relationships with private credit/direct lending managers and have experience in building out co-investment capabilities and underwriting processes. The Value You Deliver Portfolio Construction. Develop and implement the investment process and create a diversified portfolio across strategies, GPs, vintages, sectors and companies ensuring a balanced and resilient portfolio. Fund and Deal Sourcing/Evaluation. Collaborate with external partners and SAI s internal Private Asset Research Team to identify and underwrite investments in private credit via primary and secondary funds and co-investments from GP partners, evaluating creditworthiness and fit within the portfolio. Risk Management. Develop and implement a robust risk management process to monitor and mitigate portfolio risks in partnership with SAI s Risk, Data and Technology teammates. Liquidity management. Collaborate with SAI s Portfolio Engineering team to model and manage shareholder cash flows, distributions and commitment strategy, ensuring appropriate liquidity for an intermittent liquidity vehicle. Communication and Reporting. Provide clear and concise communication to stakeholders, including senior management and fund board of directors, regarding portfolio performance, positioning, market update and investment outlook. There are no sales/business development components to this role. Relationship Management. Cultivate and maintain relationships with external partners, GPs, and other collaborators. Engage with research teammates to effectively negotiate terms and agreements for potential investments in conjunction with teammates. Team Collaboration. Work in partnership with cross-functional teams, fostering a supportive and collaborative atmosphere. Encourage diverse viewpoints and a culture of creativity and problem-solving within the team. . Continuous Learning. Stay abreast of industry trends, regulatory changes, and emerging opportunities, cultivating a culture of continuous learning and professional growth, and contributing to the team s collective knowledge. The Expertise and Skills You Bring Skills/Knowledge Experience evaluating and investing in private credit with a proven track record of managing private credit portfolios. Interval fund or tender offer fund management a plus. A well-developed network of GP relationships in private assets. Creative, flexible, strategic problem solver with a demonstrated combination of academic knowledge, market experience, curiosity and intellect when investing in private credit in a fund-of-funds and co-investment structure. Strong leadership skills. Willingness and ability to engage with all facets of the organization to build out the private asset infrastructure. Experience navigating the complexities of a large, heavily matrixed organization. Success working in a highly collaborative team-oriented investment environment. Education Advanced degree or equivalent in finance, economics or business preferred. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3.
Job Description: The Team With roughly $650 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of multi-asset class solutions for retail and institutional clients. The range of investment solutions includes target date funds, target allocations funds, income and real return strategies, world allocation funds, managed-volatility strategies and other custom institutional solutions. FAMS is also developing and managing a range of cross-asset liquid alternative strategies, including managed futures, alternative risk premia, risk parity, global macro-opportunities, arbitrage products, and option-based hedging strategies. The FAMS Quantitative Research team provides research and analysis to portfolio managers and other investment professionals in support of our broad range of investment solutions. This research is vital in helping portfolio managers to select the most suitable investment options and manage asset class and risk exposures across all investment solutions delivered by FAMS. Members of the team either work directly within a specific investment team as an embedded analyst or support all investment teams across FAMS as a central analyst. The Role Fidelity is seeking an experienced Senior Quantitative Analyst to join the FAMS division. The position will be located at the company s headquarters in Boston, Massachusetts. As an analyst, you will form and communicate market views, develop and evaluate innovative systematic strategies, improve frameworks for both strategic and tactical asset allocation, and refine our tools for outcome-driven portfolio construction and risk management. This work will improve the process used to manage Fidelity s mutual funds and client accounts and will also aid in the design and launch of new products. Specific responsibilities will depend on your level of experience, aptitude, and current divisional needs, which will evolve over time. For example, there are opportunities to contribute to projects related to target date glidepath design, downside protection and robust diversification, proprietary factor models, systematic strategies like managed futures, or liability driven investment solutions. Ideally you will have strong quantitative, programming and data modeling skills with the ability to think analytically, communicate clearly and work collaboratively. The Value You Deliver Independently develop and communicate global macro market views to influence active allocation decisions Lead research in strategic design and active allocation positioning from inception to implementation Build robust quantitative tools to aid all aspects of portfolio construction Understand, maintain, and improve infrastructure supporting investment processes Monitor, measure, manage, and attribute portfolio risks and returns Collaborate closely with other investment and technology professionals within the division Explain complex quantitative concepts to non-technical people; mentor other analysts Present research to key stakeholders; publish timely research notes and thought leadership The Expertise and Skills You Bring The role requires a well-rounded professional who possesses a deep understanding of market dynamics, systematic quantitative investment strategies, processes for translating investment objectives and constraints into portfolio construction, implementation considerations, and risk management. Additionally, the position requires: Bachelor s, Master s, or PhD degree in mathematics, engineering, science, finance, or business 10+ years of quantitative research experience, either multi asset class or single asset class Computer science minor or equivalent programming experience Strong working knowledge of data analytics languages (R or Python) and relational databases Strong interpersonal skills and a real passion for working in a team environment Leadership Competencies You Are Expected to Demonstrate Ability to think strategically, and deliver timely results in a fast-faced environment Credible and professional presence to interact effectively with investment professionals at all levels of experience, as well as with the external marketplace Ability to work independently as well as in a collaborative fashion Comfort using technology and a disciplined approach to analyzing market opportunities A high level of passion for markets and investment opportunities High integrity, strong work ethic, humility, good interpersonal skills, and team-centered orientation Disciplined adherence to clearly articulated investment principles and process Client-first mentality Values We consider the following values to be fundamental to the way in which our company operates: Accountability Enthusiasm Integrity Teamwork Respect Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3.
04/26/2024
Full time
Job Description: The Team With roughly $650 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of multi-asset class solutions for retail and institutional clients. The range of investment solutions includes target date funds, target allocations funds, income and real return strategies, world allocation funds, managed-volatility strategies and other custom institutional solutions. FAMS is also developing and managing a range of cross-asset liquid alternative strategies, including managed futures, alternative risk premia, risk parity, global macro-opportunities, arbitrage products, and option-based hedging strategies. The FAMS Quantitative Research team provides research and analysis to portfolio managers and other investment professionals in support of our broad range of investment solutions. This research is vital in helping portfolio managers to select the most suitable investment options and manage asset class and risk exposures across all investment solutions delivered by FAMS. Members of the team either work directly within a specific investment team as an embedded analyst or support all investment teams across FAMS as a central analyst. The Role Fidelity is seeking an experienced Senior Quantitative Analyst to join the FAMS division. The position will be located at the company s headquarters in Boston, Massachusetts. As an analyst, you will form and communicate market views, develop and evaluate innovative systematic strategies, improve frameworks for both strategic and tactical asset allocation, and refine our tools for outcome-driven portfolio construction and risk management. This work will improve the process used to manage Fidelity s mutual funds and client accounts and will also aid in the design and launch of new products. Specific responsibilities will depend on your level of experience, aptitude, and current divisional needs, which will evolve over time. For example, there are opportunities to contribute to projects related to target date glidepath design, downside protection and robust diversification, proprietary factor models, systematic strategies like managed futures, or liability driven investment solutions. Ideally you will have strong quantitative, programming and data modeling skills with the ability to think analytically, communicate clearly and work collaboratively. The Value You Deliver Independently develop and communicate global macro market views to influence active allocation decisions Lead research in strategic design and active allocation positioning from inception to implementation Build robust quantitative tools to aid all aspects of portfolio construction Understand, maintain, and improve infrastructure supporting investment processes Monitor, measure, manage, and attribute portfolio risks and returns Collaborate closely with other investment and technology professionals within the division Explain complex quantitative concepts to non-technical people; mentor other analysts Present research to key stakeholders; publish timely research notes and thought leadership The Expertise and Skills You Bring The role requires a well-rounded professional who possesses a deep understanding of market dynamics, systematic quantitative investment strategies, processes for translating investment objectives and constraints into portfolio construction, implementation considerations, and risk management. Additionally, the position requires: Bachelor s, Master s, or PhD degree in mathematics, engineering, science, finance, or business 10+ years of quantitative research experience, either multi asset class or single asset class Computer science minor or equivalent programming experience Strong working knowledge of data analytics languages (R or Python) and relational databases Strong interpersonal skills and a real passion for working in a team environment Leadership Competencies You Are Expected to Demonstrate Ability to think strategically, and deliver timely results in a fast-faced environment Credible and professional presence to interact effectively with investment professionals at all levels of experience, as well as with the external marketplace Ability to work independently as well as in a collaborative fashion Comfort using technology and a disciplined approach to analyzing market opportunities A high level of passion for markets and investment opportunities High integrity, strong work ethic, humility, good interpersonal skills, and team-centered orientation Disciplined adherence to clearly articulated investment principles and process Client-first mentality Values We consider the following values to be fundamental to the way in which our company operates: Accountability Enthusiasm Integrity Teamwork Respect Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. 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). 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, detailed in this document , 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. We invite you to Find Your Fidelity at . 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. 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 , or by calling , prompt 2, option 3.
Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Associate Compliance Analyst to work in Westlake, TX! The Role As an Associate Compliance Analyst, you will be responsible for providing support to employees and performing administration of employee accounts, transactions, statements and required disclosures to ensure they meet the requirements of Fidelity's Code of Ethics and Compliance policies. This is an exciting opportunity for those who enjoy working in a dynamic, high volume and fast-paced operations environment. Working in a deadline driven compliance setting, we are looking for someone who is organized, analytical, and effective in processing operational transactions in a timely and efficient manner with a low number of errors. The Expertise and Skills You Bring Bachelor's degree required Previous customer service and operations experience required 1-2 years of shown experience in audit, regulatory, risk or compliance environment preferred Experience with personal investing highly preferred Proficiency in common MS Office applications and can quickly learn internal websites, databases, and applications A consistent record of problem solving and strong data analytical skills Positive attitude You're an extraordinary problem-solver and inspire creative solutions You have an unwavering commitment to accuracy and quality You possess excellent organizational, operations, and process management skills You can handle multiple tasks and priorities simultaneously You can overcome unexpected obstacles with little or no supervision You possess strong research and analytical skills You thoughtfully and efficiently drive tasks to completion You have an excellent attention to detail and ability to communicate defects clearly with relevant information You apply sound judgment to spot issues, assess risks, and identify items requiring partner concern The Value You Deliver Responding to employee inquiries made via the Ethics Office Phone Line and E-Mail box Coordinating employees' personal trading account disclosures, statements, and transactions in support of trade surveillance Performing various administrative duties, including mail handling and filing Participating in the review of Ethics Office Operations policies and procedures Working with other team members to identify, resolve and address issues Dynamic Working At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call "Dynamic Working." Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations. If you would like to experience Fidelity's diverse and inclusive workplace while expanding your skillset and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at if you would like to request an accommodation. Information about Fidelity Investments At Fidelity, we are focused on 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 experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers. Company Overview Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations. If you would like to experience Fidelity's supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at . 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. Fidelity TalentSource 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 our HR team at . Information about Fidelity investments At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients . We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. For information about working at Fidelity, visit . Fidelity Investments and Fidelity TalentSource are equal opportunity employers.
04/26/2024
Full time
Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Associate Compliance Analyst to work in Westlake, TX! The Role As an Associate Compliance Analyst, you will be responsible for providing support to employees and performing administration of employee accounts, transactions, statements and required disclosures to ensure they meet the requirements of Fidelity's Code of Ethics and Compliance policies. This is an exciting opportunity for those who enjoy working in a dynamic, high volume and fast-paced operations environment. Working in a deadline driven compliance setting, we are looking for someone who is organized, analytical, and effective in processing operational transactions in a timely and efficient manner with a low number of errors. The Expertise and Skills You Bring Bachelor's degree required Previous customer service and operations experience required 1-2 years of shown experience in audit, regulatory, risk or compliance environment preferred Experience with personal investing highly preferred Proficiency in common MS Office applications and can quickly learn internal websites, databases, and applications A consistent record of problem solving and strong data analytical skills Positive attitude You're an extraordinary problem-solver and inspire creative solutions You have an unwavering commitment to accuracy and quality You possess excellent organizational, operations, and process management skills You can handle multiple tasks and priorities simultaneously You can overcome unexpected obstacles with little or no supervision You possess strong research and analytical skills You thoughtfully and efficiently drive tasks to completion You have an excellent attention to detail and ability to communicate defects clearly with relevant information You apply sound judgment to spot issues, assess risks, and identify items requiring partner concern The Value You Deliver Responding to employee inquiries made via the Ethics Office Phone Line and E-Mail box Coordinating employees' personal trading account disclosures, statements, and transactions in support of trade surveillance Performing various administrative duties, including mail handling and filing Participating in the review of Ethics Office Operations policies and procedures Working with other team members to identify, resolve and address issues Dynamic Working At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call "Dynamic Working." Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations. If you would like to experience Fidelity's diverse and inclusive workplace while expanding your skillset and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at if you would like to request an accommodation. Information about Fidelity Investments At Fidelity, we are focused on 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 experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers. Company Overview Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations. If you would like to experience Fidelity's supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at . 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. Fidelity TalentSource 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 our HR team at . Information about Fidelity investments At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients . We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. For information about working at Fidelity, visit . Fidelity Investments and Fidelity TalentSource are equal opportunity employers.
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Under general supervision, will develop and deliver comprehensive financial plans for Empower retail clients. In this role, you will strive to provide financial wellness and retirement solutions. You will deliver personalized consultations detailing solutions best suited to the Financial planning needs of our Empower Personal Wealth clients. What You Will Do Develops and delivers comprehensive certified financial plans to retail customers Engage clients in needs-based dialogue to gain a thorough understanding of their needs and offer appropriate solutions Discuss all phases of comprehensive financial planning and offer Empower products and services where applicable Obtains knowledge of the customer's financial portfolio objectives, asset composition and past historical information and help them navigate to appropriate next steps Review client portfolios and acts as an investment adviser representative of Empower Advisory Group using Empower's managed account service Initiates proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions Administrative duties: Documents calls using technological tools such as Salesforce Uses organizational skills to track core customer needs Participates in training sessions and staff meetings, and sharing new knowledge with teammates Provides education and point in time advice on topics to help Empower Personal Wealth clients become best prepared to achieve financial goals, including; My Total Retirement (managed accounts), rollover into plan options, optimized investment allocation and savings amounts, financial planning, general financial wellness, health savings accounts (HSAs), distribution options and additional products/solutions aligned with the customer's needs Educates or advises participants on Empower Managed Account solutions, when appropriate, and enrolls participants into a Managed Account solution Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition What You Will Bring Bachelor's degree or an equivalent combination of education and professional work experience CFP required REGISTRATIONS / CERTIFICATIONS / LICENSING REQUIRED: FINRA Series 7, 63, 65 registrations and life insurance licensing required FINRA fingerprinting required 3+ years' experience in financial services or 401k industry 2 years minimum financial planning experience required Demonstrated ability to create and present comprehensive financial plans one-on-one with clients What Will Set You Apart MBA preferred Exceptional at delivering effective client consultations - always composed and professional Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions Experience with financial planning software (MoneyGuidePro, eMoney, Naviplan, etc) Proven application of all aspects of a client's financial picture, including investments, insurance strategies, tax planning, education planning, retirement planning, and estate planning Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong organizational skills and presentation skills. Quickly establish trust and builds long-term client relationships. Proven ability to navigate multiple client needs, deliver on multi-product sales goals; analyzing and presenting investment portfolios to clients Comprehensive PC skills including the ability to quickly learn Empower's software and systems Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $84,000.00 - $118,575.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-04-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide
04/26/2024
Full time
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Under general supervision, will develop and deliver comprehensive financial plans for Empower retail clients. In this role, you will strive to provide financial wellness and retirement solutions. You will deliver personalized consultations detailing solutions best suited to the Financial planning needs of our Empower Personal Wealth clients. What You Will Do Develops and delivers comprehensive certified financial plans to retail customers Engage clients in needs-based dialogue to gain a thorough understanding of their needs and offer appropriate solutions Discuss all phases of comprehensive financial planning and offer Empower products and services where applicable Obtains knowledge of the customer's financial portfolio objectives, asset composition and past historical information and help them navigate to appropriate next steps Review client portfolios and acts as an investment adviser representative of Empower Advisory Group using Empower's managed account service Initiates proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions Administrative duties: Documents calls using technological tools such as Salesforce Uses organizational skills to track core customer needs Participates in training sessions and staff meetings, and sharing new knowledge with teammates Provides education and point in time advice on topics to help Empower Personal Wealth clients become best prepared to achieve financial goals, including; My Total Retirement (managed accounts), rollover into plan options, optimized investment allocation and savings amounts, financial planning, general financial wellness, health savings accounts (HSAs), distribution options and additional products/solutions aligned with the customer's needs Educates or advises participants on Empower Managed Account solutions, when appropriate, and enrolls participants into a Managed Account solution Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition What You Will Bring Bachelor's degree or an equivalent combination of education and professional work experience CFP required REGISTRATIONS / CERTIFICATIONS / LICENSING REQUIRED: FINRA Series 7, 63, 65 registrations and life insurance licensing required FINRA fingerprinting required 3+ years' experience in financial services or 401k industry 2 years minimum financial planning experience required Demonstrated ability to create and present comprehensive financial plans one-on-one with clients What Will Set You Apart MBA preferred Exceptional at delivering effective client consultations - always composed and professional Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions Experience with financial planning software (MoneyGuidePro, eMoney, Naviplan, etc) Proven application of all aspects of a client's financial picture, including investments, insurance strategies, tax planning, education planning, retirement planning, and estate planning Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong organizational skills and presentation skills. Quickly establish trust and builds long-term client relationships. Proven ability to navigate multiple client needs, deliver on multi-product sales goals; analyzing and presenting investment portfolios to clients Comprehensive PC skills including the ability to quickly learn Empower's software and systems Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $84,000.00 - $118,575.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Job Posting End Date at 12:01 am on: 05-04-2024 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency . Workplace Flexibility: Remote - Nationwide