Director, Systematic Active Strategies IS
About The Position
The QRI Investment Services team is part of the Asset Management Investment Services team, providing daily operational support to the Quantitative Research and Investments (QRI) team. The Director, QRI Investment Services, will have responsibility for tasks and functions supporting investment professionals. The primary focus will be on the daily investment operations tasks supporting the Active Quant portfolio process, and will include daily data reconciliations, trade flow monitoring and other investment process support functions. The role will require collaboration with various groups across Fidelity, and alignment with the portfolio management teams to support their daily needs. The QRI Investment Services team is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, providing daily operational support to the Quantitative Research and Investments (QRI) team. The Director, QRI Investment Services will have responsibility for tasks and functions supporting investment professionals on the Advanced Strategies and Research team. The primary focus will be on the daily investment operations tasks supporting the Active Quant portfolio process, and will include daily data reconciliations, trade flow monitoring and other investment process support functions. The role will require collaboration with various groups across Fidelity, and alignment with the portfolio management teams to support their daily needs.
Requirements
- 10 plus years working experience in financial services
- Bachelor’s degree required
- Comfortable working with investors and a passion for learning various investment processes
- Excellent judgment and problem-solving skills
- Strong communication skills and a demonstrated ability to manage time sensitive workflows
- Project management skills; experience contributing to and/or managing projects with multiple stakeholders
- Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities
- Analytic skills allowing you to perform various data analyses
- Self-motivated and comfortable taking the initiative and owning the outcome
Nice To Haves
- Familiarity with database and SQL and/or python concepts is a plus
- Familiarity with investment or operations in fixed income asset class and alternative strategies (e.g., long/short strategies)
Responsibilities
- Mature understanding of all aspects of the quantitative investment process, including data inputs, data validation and workflows required for investment models
- Support daily investment process workflows, including data validation and cash management
- Develop workflow documentation and desktop procedures, and ensure processes alignment
- Support business priority changes and new requests
- Build and cultivate relationships across multiple internal teams, including Compliance, Technology, Product, and Trading
Benefits
- comprehensive health care coverage
- emotional well-being support
- market-leading retirement
- generous paid time off
- parental leave
- charitable giving employee match program
- educational assistance including student loan repayment
- tuition reimbursement
- learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Director
