Job Description:
The Role
Investment Services is a core enablement team that supports FIWA’s asset allocation, manager research, and portfolio management functions. As FIWA’s product offerings and client adoption continue to grow, the need for scalable, reliable, and technology‑enabled investment operations has become increasingly critical.
As a member of the Investment Services team, you’ll play a key role in supporting day‑to‑day investment operations, managing and processing research and investment datasets, and partnering closely with FIWA’s research and portfolio management teams to help deliver high‑quality investment outcomes. This role offers hands‑on exposure to how investment ideas are translated into portfolios and delivered at scale.
Build deep expertise in FIWA’s portfolio management and research production processes, including portfolio construction data, model rebalances, and the distribution of FIWA investment IP
Partner closely with key internal and cross‑company stakeholders, developing strong relationships and serving as an advocate for FIWA across the organization
Provide leadership to solve complex business needs, drive innovation and develop strategic recommendations to reduce risk and enable scalable growth
Collaborate with technology partners and FIWA leaders to help define infrastructure vision, roadmap and prioritization needs across the organization
Execute and enhance processes and controls supporting portfolio management and research activities
Proactively identify and mitigate operational and data‑related risks through automation, code development, and analytical review
Manage and structure datasets and associated reporting to support internal teams and external stakeholder requests
Perform ongoing data quality checks and collaborate with FIWA partners to investigate and resolve issues or discrepancies
The Expertise and Skills You Bring
10+ years of relevant professional experience
Bachelor’s degree in finance, mathematics, accounting, engineering, computer science, or a related field; a Master’s degree or CFA designation is a plus, but not required
Strong proficiency in Microsoft Excel and advanced SQL, with the ability to navigate and integrate across diverse data schemas and content sets
Experience programming in Python or R, including the development of customized quantitative tools and analyses
Familiarity with platforms such as Morningstar, FactSet, and/or eVestment is a plus
Knowledge of security reference data across asset classes, including performance measurement, risk modeling, and performance attribution
Demonstrated ability to analyze large and complex data sets, identify patterns or anomalies, and build scalable reporting or analytical solutions
Strong project management skills with experience leading complex projects to completion
Comfort partnering with investors and stakeholders, with a solid understanding of a range of investment processes
Ability to translate business needs into technical requirements and help design automated, production‑ready workflows
Strong judgment, problem‑solving skills, and experience managing issues through resolution
Analytical mindset with the ability to understand complex systems and evolving business requirements
Proactive approach to learning, skill development, and continuous improvement
7,63 required or willing to obtain within 6 months
Collaborative team orientation, attention to detail, and a commitment to delivering high‑quality outcomes
Partner across FIWA, WAMS, FI, and FFIO to ensure business needs are met while effectively managing and minimizing risk
Collaborate closely with stakeholders to uphold the quality, consistency, and integrity of FIWA’s investment outputs
Help foster a culture that values proactivity, accountability, collaboration, and high performance
Take a growth‑oriented approach to continuously build your skills and deepen your platform and product knowledge
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
Investment Services is a core enablement team that supports FIWA’s asset allocation, manager research, and portfolio management functions. As FIWA’s product offerings and client adoption continue to grow, the need for scalable, reliable, and technology‑enabled investment operations has become increasingly critical.
As a member of the Investment Services team, you’ll play a key role in supporting day‑to‑day investment operations, managing and processing research and investment datasets, and partnering closely with FIWA’s research and portfolio management teams to help deliver high‑quality investment outcomes. This role offers hands‑on exposure to how investment ideas are translated into portfolios and delivered at scale.
The base salary range for this position is $103,000-211,000 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.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Investment OperationsApply
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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.
Equal opportunity employer
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.
Applicant screening
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.