Senior Analyst, Custom SMA Investment Services
About The Position
The Senior Analyst, Custom SMA Investment Services will help support the VP of Custom SMA Investment Services on Fidelity’s Custom SMA offering for intermediaries. The position will play a critical role engaging with key business partners across Custom SMA Portfolio Management, Portfolio Engineering, Platform Enablement, Technology, Investment Product, and our Fidelity Institutional partners to understand and define the business requirements and processes supporting the entity. Additionally, it will support the continued build out of the product offering and the on-going run of the day-to-day Custom SMA business with proper efficiencies, scale and risk mitigation.
Requirements
- 6 years’ experience supporting investment management capabilities
- Bachelor’s degree required
- Experience with investment and operational process improvements, business analysis, systems analysis, and systems development projects
- Ability to work within cross-functional and cross-business unit teams
- Knowledge of managed account operating models, including tools, platforms, policies, and procedures
- Highly effective and consistent written and verbal communication capabilities
- Strong team orientation; commitment to excellence and attention to detail
- Excellent problem-solving skills
- Analytical skills, along with logical and critical thinking
- Proven track record defining, documenting, implementing and supporting scalable processes and workflows
Responsibilities
- Develop a deep understanding of the current end to end investment and client support model for the Custom SMA offering, and help to identify areas of improvements in technology integration and/or business processes
- Help to identify and mitigate operational risk in investment processes and supporting ecosystem – evaluate existing tools and processes, recommend solutions, enhancements and controls, and drive implementation
- Facilitate and lead meetings to ensure the requirements of portfolio management, operational and platform needs of QRI are clearly articulated, understood, prioritized, and delivered
- Partner with Investment Services Operations team in defining, documenting and overseeing processes and procedures supporting the Custom SMA offering
- Develop and maintain strong relationships at multiple levels with key internal and cross company business partners, while acting as an advocate for QRI throughout the organization
- Assist in coordination of key infrastructure projects across technology and other business partners, from analysis/design phase through development, testing and rollout.
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
101-250 employees
