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Type of Role: InvestmentsOperations

Experience Level: VP/Principal/Director

Location: Boston, Massachusetts

Salary: $150K - $250K

Fidelity is an American multinational financial services corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $4.3 trillion in assets under management, and, as of December 2022, their assets under administration amount to $10.3 trillion. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, securities execution and clearance, asset custody, and life insurance.

Job Description:

The Director of Investment Architecture (IA) will play a meaningful role in connecting and integrating the investment processes supporting Fidelity Asset Management Solutions portfolios with the technology infrastructure required to implement investment strategies and decisions at scale. Working closely with FAMS investment and technology partners, the position will participate in/lead projects of various size and complexity, including product/platform development and enhancement. The business value that the Director of IA will be asked to help unlock centers on expanding trading automation, increasing customization, and using FAMS data to create dynamic implementation solutions. Additionally, the role will act as a liaison to foster strong collaboration between the FAMS Quantitative Research team and the FAMS Technology team.

The Expertise You Bring

  • 8+ years in a data intensive, hands on environment, preferably within investment management or technology industries
  • Bachelor’s degree along with CFA (in progress or completed) preferred
  • Exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities.
  • Ability to thrive in a fast-paced environment and simultaneously managing several projects.
  • Ability to successfully navigate across the organization, build strong working relationships with key business partners, and develop a strong professional network
  • Solid ability to synthesize complex ideas into easy-to-understand materials and balance ideal long run vision with the short term practical implementation
  • Proven understanding of data management concepts, data governance principles and practices.
  • Self-starter who can work independently in a challenging situation
  • Strong SQL Skills or capacity to learn quickly; familiarity with other analytic technologies a plus (e.g., R, Python, Tableau, etc.)
  • Customer-focused approach to engagement with business partners

The Value You Deliver

  • Build a deep understanding of the FAMS Quant Research process to become an advocate for the team in technology and operations focused meetings.
  • Be responsible for the creation of requirements for Quant Research led technology projects and partner with technology to create milestones for implementation.
  • Define and document key investment processes by partnering with FAMS Investment Services, investment professionals, and technology to help drive development requirements.
  • Become well versed on FAMS generated data to create better alignment between data management and investment processes.
  • Partner with FAMS investment professionals, technology and the Asset Management Data Office (AMDO) to define a governance structure for FAMS investment data used in the daily management of the portfolios.
  • Define and document usage of daily data and build processes in coordination with the AMDO to ensure it is high quality and ready for portfolio management.
  • Build a comprehensive set of guidelines to streamline asset class assignment across trading, portfolio construction, and risk analysis.

Certifications:

Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.