Proxy Operations Analyst

Job Description:

Proxy Operations Analyst

The Role

As part of Fidelity’s Investment Proxy Research Team (IPR), the Proxy Operations Analyst will be responsible for daily responsibilities to support Fidelity’s stewardship and proxy voting activities. Generally, the IPR Operations team is responsible for handling votes outside the standard voting process, reporting, and metrics. The team works very closely with the FFIO Proxy Reconciliation team, which is primarily responsible for the account set-up and ballot reconciliation functions of the proxy voting process and with external proxy vendors on voting, reporting, and recordkeeping. In performing these daily responsibilities, the Analyst will be analytical in monitoring activity to capture and interpret data leading to potential process improvements.

Primary Responsibilities

• Works with FFIO Proxy Reconciliation and other business partners to ensure all IPR voting opportunities are completed prior to deadlines

• Ensures that all proxy material is received, organized, and record kept under department and regulatory requirements

• Makes decisions based on documented policies and procedures

• Gathers facts, asks questions and seeks input as needed before making decisions or taking action

• Makes day-to-day work decisions with minimal supervision

• Provides client, management, and ad hoc reporting

• Supports annual regulatory filings of proxy voting activity

• Maintains strong working relationships within IPR and with other internal business partners

• Assists with developing and revising new or existing policies and procedures to meet business requirements

• Helps train new associates

• Demonstrates a strong sense of ownership, accountability and a dedication to achieving objectives

• Takes initiative to solve problems, identify risks and raise issues appropriately

• Identifies and recommends process improvement opportunities

• Participates in and contributes to department-wide initiatives in support of individual, team and department goals

• Works with other team members to identify, resolve and address issues typically impacting the internal department

The Expertise and Skills You Bring

The role requires intellectual curiosity and problem-solving skills to identify potential opportunities to enhance process. Appropriate decision-making skills are required as individual becomes more experienced in the role. This candidate will be asked to work independently to resolve reoccurring problems and elevate more difficult issues. They will need to exercise superior judgment in keeping manager informed about day-to-day issues.

• Bachelor’s degree

• 2-4 years of financial services experience; operations experience preferred

• Strong organizational skills

• Ability to manage multiple priorities within established deadlines

• Demonstrated analytical skills, problem-solving abilities and attention to detail

• A great teammate with good interpersonal skills and the ability to work collaboratively across departments

• Strong verbal and written communication skills

• Advanced Microsoft Office skills

The Team

Fidelity’s Investment Proxy Research team coordinates the proxy voting programs for Fidelity’s affiliated advisors including FMRCo., FIAM, FIC, Strategic Advisers and other internal business partners. Program activities include corporate governance research and analysis, portfolio company engagement, policy development, vote execution and operations, and various reporting and disclosure of vote activity.

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

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Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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.