Manager Investment Operations

Fidelity•Boston, MA

10h

About The Position

Elevate Your Operations Career at Strategic Advisers (SAI) Are you a highly motivated operations professional seeking a challenging and rewarding opportunity? Join our tight-knit, high-impact Investment Operations team within Strategic Advisers and make a tangible difference. We are seeking an experienced and driven Manager to play a key role in overseeing the day-to-day operational success of SAI’s model-based products. The Role: As an Investment Operations Manager, you will be supporting our model management operations, directly contributing to the efficient management of our diverse portfolio. You'll own critical responsibilities, including: Investment Team Support: Oversee model reallocations, daily participant trading, and plan sponsor client onboarding Data Integrity: Ensure the accuracy and reliability of our data through reporting and query reviews Problem Solving: Research and analyze complex operational issues, developing effective solutions and escalating appropriately Innovation: Identify and implement process improvements, challenging the status quo and driving continuous operational excellence

Requirements

5 plus years of hands-on experience in a financial operations environment
Bachelor's degree (required)
A deep understanding of investment operations, preferably within Fidelity or a similar financial institution
An analytical mindset with exceptional problem-solving abilities and a proactive approach to issue resolution
A demonstrated ability to identify, implement, and optimize operational processes
Strong data analysis skills, including advanced Excel proficiency
Exceptional organizational skills and the ability to juggle multiple priorities and deadlines with ease
Superior communication and interpersonal skills, with the ability to build and maintain strong relationships with key stakeholders across the organization

Nice To Haves

Experience with SQL, TOAD, or Tableau is a plus

Responsibilities

Oversee model reallocations, daily participant trading, and plan sponsor client onboarding
Ensure the accuracy and reliability of our data through reporting and query reviews
Research and analyze complex operational issues, developing effective solutions and escalating appropriately
Identify and implement process improvements, challenging the status quo and driving continuous operational excellence