Senior Analyst, Commission Uses
About The Position
Senior Analyst, Commission Uses The Role As part of the Commission Uses Group ('CUG'), your role involves collecting and analyzing all sub-adviser brokerage transactions on behalf of Strategic Advisers LLC. You will be responsible for the ongoing oversight of each sub-adviser and assessing their brokerage practices to ensure guidelines and industry standards are met. You will deliver high quality reporting and analytics to various business partners, Board of Trustees, regulators, and shareholders. You will build relationships with business partners across the firm as well as each sub-adviser. You will also contribute to the team’s tactical and strategic business and technology initiatives. The Team The Commission Uses Group, within Fidelity Fund and Investment Operations, is a shared service supporting multiple investment advisers across the firm. The team’s core responsibilities include oversight of Strategic Adviser’s brokerage practices, management of Fidelity’s global soft dollar program which allows our investment professionals to acquire external research to aid in their investment decision-making process, and providing high-quality analysis and reporting. We work closely with internal business partners across technology, operations, legal, compliance, risk, trading, treasurer’s office, etc. and externally with brokers, vendors, and sub-advisers.
Requirements
- Bachelor’s degree with 5+ years’ experience in financial services
- Knowledge of brokerage transaction data and investment instruments
- Proficient in all Microsoft Office applications (Excel, PowerPoint, Word), and experience with database querying systems (Business Intelligence or similar)
- Attention to detail and ability to excel in a fast-paced environment
- Communicates effectively across all levels of the organization
- Collaborates and builds relationships with key business partners, brokers, and sub-advisers
- Keen focus on service levels delivering a quality product to business partners
- Strong analytical skills conducted through data analysis to analyze trends and prepare actionable insights
- Focus on innovation and process improvement initiatives
- Applies a risk mindset identifying, managing, and mitigating risks in daily operations
- Applies critical thinking assessing and analyzing assignments to identify issues and solve problems
- Desire to learn the business end-to-end and become a subject matter expert
Responsibilities
- Collecting and analyzing all sub-adviser brokerage transactions on behalf of Strategic Advisers LLC.
- Ongoing oversight of each sub-adviser and assessing their brokerage practices to ensure guidelines and industry standards are met.
- Delivering high quality reporting and analytics to various business partners, Board of Trustees, regulators, and shareholders.
- Building relationships with business partners across the firm as well as each sub-adviser.
- Contributing to the team’s tactical and strategic business and technology initiatives.
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
