Job Description:
The Role
As a Sr Manager in Equity Investment Services (EQIS) at Fidelity Investments, you will play a crucial role in supporting our Compliance Risk and Business Operations (CRBO) team. This is an opportunity to apply your analytical, project management, 'storytelling'/ visualization, and interpersonal skills to deliver quality Board and Senior Management presentations in a fast-paced environment. Your contributions will be highly visible in support of Fidelity’s regulatory requirements.
Key Responsibilities:
Board Presentations: Develop and enhance presentations for Equity Investment Management, leveraging data storytelling and visualization to communicate clear, accurate, and timely reports aligned to the Board Operations’ annual calendar.
Project Management: Maintain and enhance Equity Board and Communications calendar, maintain separation of responsibilities document for team deliverables, provide timely updates and communications to investors on Board and Communications expectations and ensure timely delivery of data needed to support the investor’s needs.
Data Quality & Review: Provide peer oversight of documents to ensure accuracy and correctness prior to delivering to Equity Senior Management.
Structure and Support: Review existing library of slides and documents and create systematic way of tagging for easy retrieval for future leverage.
Communications: Ensure preparation and presentation of materials to key constituents in a concise manner that aligns preferences and approach to the audience.
Building Relationships: Drive to create strong working relationships with business partners and provide insight into processes and downstream impacts for better alignment on key deliverables.
The Expertise and Skills You Bring
We are seeking an enthusiastic individual that is passionate about process improvement, efficiency, and quality end-products.. You should have a proven track record to prioritize in a fast-paced environment.
Bachelor’ s degree with 8+ years of experience in investment strategy, project management, or consulting or a Master’s degree with 6+ years of experience
Strong proficiency in Microsoft Office Suite (Excel, Word, Teams) with enhanced skills in PowerPoint and SharePoint.
Excellent written and verbal communication skills, with the ability to translate complex data into clear, actionable insights or actions.
Strong writing, editing, proofreading, layout and design skills
Collaborative working style, with the ability to present new or differing concepts
Strong project management skills and attention to detail required to drive projects or initiatives with optimal end-results.
Interpersonal and Influencing skills required along with confirmed ability to successfully engage with all levels of management across multiple business units.
Analytical and Critical Thinking Skill required ensuring analyses are thoroughly vetted and sound
Self-starter with a proactive mindset and exceptional organizational and planning skills
A team-focused individual that assists during periods of high volume or with high visibility deliverables to ensure positive outcomes.
Prior experience supporting board-level reporting and preparing executive level presentations required
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The role is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, which is comprised of: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research & Analytics, Investment Services and Investment Risk Management. The teams work together to support AM’s strategic goals while being the best partner to the business to protect our clients via proactive compliance monitoring, risk oversight and strategic business planning. While part of CRBO, the role is aligned with the priorities of the Equity Investment organization.
The base salary range for this position is $85,000-171,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s 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.
Most 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.