Investment Operations Director, FIWA Investment Services

Fidelity•Boston, MA

3d•Onsite

About The Position

This role sits at the center of portfolio management, research and operational execution and offers hands-on exposure to how investment ideas are translated into portfolios and delivered at scale. As a key member of the Investment Services team, you will drive operational excellence across portfolio management and research workflows. You'll own critical responsibilities, including: Data Integrity and Oversight: Ensure the accuracy and reliability of investment data through daily controls, validation processes and ongoing quality monitoring Portfolio Rebalance Execution: Lead the end‑to‑end model portfolio rebalance process, partnering across channels to ensure seamless implementation Problem Solving: Research and analyze complex operational issues, developing effective solutions and escalating appropriately Process Innovation: Identify and implement automation and process improvements to enhance scalability and efficiency Risk Mitigation: Proactively identify data and operational risks, strengthening controls and governance frameworks

Requirements

10 plus years of hands-on experience in a financial operations environment
Bachelor’s degree required
Series 7, 63 required or willing to obtain within 6 months
Strong understanding of portfolio management workflows and investment data environments
Demonstrated success driving process improvement, automation, and operational scale
Advanced analytical and problem‑solving skills with a proactive, solution-oriented mindset
Strong data capabilities (Excel required; SQL, a plus)
Ability to manage multiple priorities in a fast-paced environment
Excellent communication and stakeholder management skills

Nice To Haves

advanced degree or CFA a plus

Responsibilities

Ensure the accuracy and reliability of investment data through daily controls, validation processes and ongoing quality monitoring
Lead the end‑to‑end model portfolio rebalance process, partnering across channels to ensure seamless implementation
Research and analyze complex operational issues, developing effective solutions and escalating appropriately
Identify and implement automation and process improvements to enhance scalability and efficiency
Proactively identify data and operational risks, strengthening controls and governance frameworks
Develop deep expertise in FIWA’s portfolio management and research production lifecycle
Partner closely with research, portfolio management, and technology teams to support investment delivery
Influence strategic priorities by identifying opportunities to improve infrastructure, processes, and data flows
Collaborate with technology partners and FIWA leaders to help define roadmap, tooling and automation initiatives
Enhance operational processes supporting portfolio construction, rebalances, and investment IP distribution
Serve as a leader and trusted partner for FIWA across the broader organization