Senior Analyst, Model Portfolio Operations
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Job Location:
Merrimack, NH - USA
Monthly Salary:
Not Disclosed
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Description:
The Role
The Model Portfolio Operations (MPO) team is part of the Fidelity Fund & Investment Operations (FFIO) Global Middle Office (GMO) business group. We provide operational support for model portfolios and model delivered separately managed accounts. This includes delivery of model allocation updates and onboarding due diligence for third party platforms that consume Fidelity models. Our team mission is to provide flawless operations services for model portfolio and model delivered separately managed account products distributed through Fidelity Institutional while keeping pace with dynamic business growth.
The Senior Analyst will work within a team supporting delivery of model portfolio and managed account holdings data for Fidelity Institutional to third parties on a daily monthly quarterly and adhoc basis. They will also support the team in operational due diligence of new product and platform onboarding and work with business partners to ensure deadlines are met for associated model launch and rebalance this role you will establish best practices define policies and procedures and establish a strong brand of accuracy and control.
The Expertise and Skills You Bring
- Bachelors degree required
- 3 years of experience in a daily operations role preferred
- Aptitude with Excel including light automation using formulas
- Experience with managing internal relationships with business partners
- Proven ability to manage highly confidential portfolio data accurately
- Ability to prioritize multi-task and work toward specific target dates
- Proven track record of attention to detail and focus on accuracy
- Strong critical thinking and problem-solving skills
- Ability to support relationships and data requests internally across business partners
- Excellent written / oral communication and interpersonal skills
- Ability to work independently and in a team setting
- Strong working knowledge of Excel
- Facilitate readiness required for models to be delivered to existing and new platforms
- Improve processes using available tools for tactical solutions
- Support strong and collaborative partnerships across the organization
Note: Fidelitywill not provide immigration sponsorship forthis position.
The Team
Fidelity Investments is one of the worlds largest providers of financial services and offers investment management retirement planning brokerage human resources and benefits outsourcing services to individuals and institutions. Model Portfolio Operations provides support on the prioritization and execution of initiatives across complex products through focus on operational readiness and supports Fidelity Institutional sales by providing model delivery services.
Certifications:
Category:
Investment OperationsMost roles at Fidelity are Hybrid requiring associates to work onsite every other week (all business days M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Required Experience:
Senior IC
Key Skills
- Python
- C/C++
- Fortran
- R
- Data Mining
- Matlab
- Data Modeling
- Laboratory Techniques
- MongoDB
- SAS
- Systems Analysis
- Dancing
About Company
The benefits you provide are about more than your workplace. They’re about life. Together, let’s create a program that meets the changing needs of your employees and your business.
