Senior Manager, Security Reference Data Operations

Fidelity Investments•Westlake, TX

About The Position

The Senior Manager, Security Reference Data Operations, leads a team of 10 Associates and manages day-to-day operations for daily security setup and maintenance requests submitted by Fidelity portfolio-managed trading desks and internal business partners. Most requests have a 30-minute turnaround time, and the work is supported 23 hours a day by a global team in Merrimack, New Hampshire; Dublin; and Hong Kong. The role partners with business, technology, customer, and systems teams to resolve complex data inquiries, deliver data solutions, plan and prioritize operational projects, and manage team efforts from start to finish. The Security Reference team is part of Global Data Services within Fidelity Fund and Investment Operations and manages investment reference data supporting trading, accounting, compliance, performance, and analytics across Fidelity. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite expectations vary by role and location and may evolve as the rollout continues; this transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position.

Requirements

  • Bachelor's degree in Business, Finance, or a related field.
  • Financial services experience, preferably within reference data, market data, or investment operations.
  • Proven experience leading teams and managing operational or strategic projects.
  • Strong leadership skills and experience coaching and developing teams of 8 or more associates.
  • Ability to lead cross-functional initiatives and drive outcomes in a dynamic environment.
  • Strong analytical, problem-solving, and decision-making skills.
  • Experience with SQL and data analysis tools.
  • Knowledge of data management, data quality, data modeling, and data visualization concepts.
  • Strong organizational and project management skills, including the ability to manage competing priorities and tight deadlines.
  • Excellent communication skills and the ability to simplify complex issues for diverse audiences.
  • Collaborative, adaptable, motivated, and committed to continuous improvement.

Nice To Haves

  • Bloomberg experience.
  • CusipWeb experience.

Responsibilities

  • Lead day-to-day operations, ensuring data quality, operational efficiency, and risk management.
  • Manage workload distribution, balancing team capacity, priorities, and development opportunities.
  • Partner with business, technology, and operations teams to resolve complex data issues and deliver data solutions.
  • Develop and maintain policies, procedures, and operational controls.
  • Drive continuous improvement initiatives and recommend process enhancements.
  • Lead and support cross-functional projects from planning through execution.
  • Analyze and validate data using database queries to resolve client and operational issues.
  • Represent the team in product forums and industry initiatives to identify emerging trends and opportunities.
  • Manage all aspects of people leadership, including hiring, coaching, and performance.
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