Job Description

Job Description:

The Team and the Role

The Investments Team at Fidelity Charitable is responsible for the oversight of the charity’s investment portfolio as well as execution of public securities trading. As a Senior Analyst, Investments, you will be an important member of the Investments team, supporting execution and oversight of trading order flow, data management and reporting, and general support of investment programs. You will be responsible for managed account trade compliance review and execution, as well as monitoring of automated trade flows. You will also work closely with team members and business partners on improving efficiencies and completing reporting tasks in support of investment programs. Being successful in this role requires high attention to detail, positive and professional attitude, and the ability to work in a dynamic team environment.

The Expertise and Skills You Bring

• Bachelor’s degree required with concentration in finance, economics, business management, or accounting preferred
• 3+ years’ experience in financial services, preferably in trading, fund operations, or reporting and data management roles
• Experience with trading order management systems, able to learn new systems and applications quickly
• An understanding of financial markets and publicly traded securities as well as basic familiarity with private markets and non-traditional assets. Familiarity with managed accounts also helpful
• Proficient with Microsoft Excel and managing large data sets. Experience with data aggregation and visual analytics tools such as Tableau, and working knowledge of SQL helpful but not required
• Progress toward or interest in pursuing CFA, CFP, MBA, or other relevant certifications is helpful but not required

The Value You Deliver

• Accurate and diligent processing and monitoring of equity, fixed income, and cryptocurrency trading
• Managed account trade order management and portfolio compliance reviews
• Detailed reporting to support investment oversight, including financial audit, tax, and regulatory needs for public and private asset holdings
• Real-time risk management and risk mitigation
• A high degree of attention to detail and an analytical approach are required
• Thinks critically to solve sophisticated business problems
• Ability to manage time effectively, set priorities and meet deadlines in a fast-paced environment
• Excellent communication and organizational skills, with the ability to maintain successful working relationships across a multitude of cross-functional teams
• Ability to quickly acquire and assimilate information from multiple sources
• Strong individual contributor who works effectively as a member of a highly functioning team

Certifications:

Company Overview

Fidelity 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 top 10 Best Place to Work in 2024. 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.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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, detailed in this document , 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.

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 [email protected] .

We welcome those with experience in jobs such as Accounts Receivable Clerk, Accounting Manager, and Bookkeeper and others in the Accounting and Finance to apply.

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